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KKR & Co
KKR

Overview Fund Activity

1,162 hedge funds and large institutions have $68B invested in KKR & Co in 2024 Q3 according to their latest regulatory filings, with 174 funds opening new positions, 455 increasing their positions, 356 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
+98
Holders Change %
+9.21%
% of All Funds
16.81%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.56%
New
174
Increased
455
Reduced
356
Closed
69
Calls
$695M
Puts
$656M
Net Calls
+$39.3M
Net Calls Change
-$152M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.76B
2
Coatue Management
Coatue Management
New York
$355M
3
Millennium Management
Millennium Management
New York
$297M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$209M
5
Viking Global Investors
Viking Global Investors
Connecticut
$236M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$360M
2
Jane Street
Jane Street
New York
$14.7M
3
ACM
AKRE Capital Management
Virginia
$1.49B
4
Capital International Investors
Capital International Investors
California
$5.19B
5
LPC
Lone Pine Capital
Connecticut
$591M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
1101
Elequin Capital
New York
$19.8K +$19.8K +152 New
CWA
1102
Carolina Wealth Advisors
South Carolina
$17.5K +$17.5K +134 New
AWM
1103
Atticus Wealth Management
Florida
$17.4K – – –
GBT
1104
Grove Bank & Trust
Florida
$15.5K +$4.57K +35 +42%
CPA
1105
Capital Performance Advisors
California
$15.2K +$15.2K +116 New
BFPW
1106
BOK Financial Private Wealth
Colorado
$15.1K – – –
JWA
1107
JFS Wealth Advisors
Pennsylvania
$14.9K +$522 +4 +4%
CWM
1108
Cedar Wealth Management
California
$14.2K – – –
CFD
1109
Creative Financial Designs
Indiana
$14.2K – – –
GTAM
1110
Global Trust Asset Management
Florida
$13.1K +$13.1K +100 New
VWM
1111
Venturi Wealth Management
Texas
$12.3K +$12.3K +94 New
CJH
1112
Christopher J. Hasenberg
Wisconsin
$12.2K +$12.2K +93 New
CT
1113
Colonial Trust
South Carolina
$10.6K +$1.19K +9 +13%
EAM
1114
Empirical Asset Management
Massachusetts
$10.3K – – –
WWM
1115
Wolff Wiese Magana
California
$10.1K +$3.4K +26 +51%
PCM
1116
Penserra Capital Management
California
$9K -$1M -8,352 -99%
FMP
1117
Financial Management Professionals
Texas
$9K +$1.57K +12 +21%
VWA
1118
Valued Wealth Advisors
Utah
$8.62K +$2.87K +22 +50%
FG
1119
Fairman Group
Pennsylvania
$8.62K – – –
IA
1120
IFS Advisors
Kansas
$8.49K +$5.22K +40 +160%
AGWCA
1121
Annis Gardner Whiting Capital Advisors
Florida
$8.36K +$3K +23 +56%
HWP
1122
Highline Wealth Partners
California
$8.23K +$4.83K +37 +142%
SIC
1123
Salem Investment Counselors
North Carolina
$7.97K +$1.31K +10 +20%
BWP
1124
Baldwin Wealth Partners
Massachusetts
$7.97K +$6.66K +51 +510%
BAM
1125
Bellevue Asset Management
Washington
$6.92K -$914 -7 -12%
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