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

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$360M
2
Jane Street
2
Jane Street
New York
$14.7M
3
ACM
3
AKRE Capital Management
Virginia
$1.49B
4
Capital International Investors
4
Capital International Investors
California
$5.19B
5
LPC
5
Lone Pine Capital
Connecticut
$591M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
1126
Private Wealth Management Group
New Jersey
$6.66K -$261 -2 -4%
CA
1127
Continuum Advisory
Idaho
$6.32K +$5.57K +37 +740%
PCFFS
1128
Pacific Center for Financial Services
California
$6.14K – – –
PPC
1129
Park Place Capital
Alabama
$6.14K – – –
BIA
1130
Bell Investment Advisors
California
$6.01K – – –
RWA
1131
Redmont Wealth Advisors
Illinois
$5.75K – – –
AWM
1132
Activest Wealth Management
Florida
$5.5K +$5.5K +42 New
SC
1133
Stephens Consulting
Michigan
$5.22K -$2.48K -19 -32%
CAM
1134
Creekmur Asset Management
Illinois
$4.7K +$4.7K +36 New
PP
1135
PFS Partners
New Jersey
$4.57K – – –
FWM
1136
FSA Wealth Management
Massachusetts
$4.44K +$4.44K +34 New
DPW
1137
DiNuzzo Private Wealth
Pennsylvania
$3.92K – – –
FIM
1138
FWL Investment Management
Texas
$3.79K +$3.79K +29 New
TAM
1139
Tucker Asset Management
Colorado
$3.4K -$522 -4 -13%
VF
1140
VitalStone Financial
Texas
$3.4K +$3.4K +26 New
GWSA
1141
Global Wealth Strategies & Associates
Colorado
$3.27K +$3.27K +25 New
CFGS
1142
Concourse Financial Group Securities
Alabama
$3.26K -$9.27K -71 -74%
IAIM
1143
International Assets Investment Management
Florida
$2.63K +$2.6K +339,946 +11,197%
WIM
1144
Westside Investment Management
California
$2.16K – – –
AIM
1145
Anchor Investment Management
South Carolina
$1.96K +$1.96K +15 New
AP
1146
Aspect Partners
Virginia
$1.7K – – –
WA
1147
WestEnd Advisors
North Carolina
$1.7K +$131 +1 +8%
JFG
1148
JDM Financial Group
Texas
$1.7K +$1.7K +13 New
CAC
1149
Core Alternative Capital
Georgia
$1.57K – – –
DFA
1150
DHJJ Financial Advisors
Illinois
$1.31K – – –
44 45
46
47 48