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KKR & Co
KKR

Overview Fund Activity

1,314 hedge funds and large institutions have $78.7B invested in KKR & Co in 2024 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 485 increasing their positions, 422 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,314
Holders Change
+152
Holders Change %
+13.08%
% of All Funds
17.49%
Holding in Top 10
54
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+38.46%
% of All Funds
0.72%
New
232
Increased
485
Reduced
422
Closed
59
Calls
$833M
Puts
$945M
Net Calls
-$112M
Net Calls Change
-$151M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$502M
2
BlackRock
BlackRock
New York
+$413M
3
GQG Partners
GQG Partners
Florida
+$326M
4
Deutsche Bank
Deutsche Bank
Germany
+$133M
5
Citigroup
Citigroup
New York
+$122M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$681M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$347M
3
VVP
Vulcan Value Partners
Alabama
-$274M
4
Principal Financial Group
Principal Financial Group
Iowa
-$260M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
CH
1126
Cromwell Holdings
Wyoming
$190K – – –
TCOV
1127
Trust Company of Vermont
Vermont
$177K – – –
HI
1128
Harbour Investments
Wisconsin
$177K +$19.5K +132 +12%
MHR
1129
Matthew Hamilton Rosenberg
$173K -$46.3K -313 -21%
MA
1130
Modus Advisors
Minnesota
$172K +$172K +1,160 New
FP
1131
Financial Perspectives
Minnesota
$166K +$166K +1,120 New
EWP
1132
Elevation Wealth Partners
California
$165K +$13.8K +93 +9%
LI
1133
LRI Investments
Florida
$164K +$14.8K +100 +10%
MPWT
1134
MassMutual Private Wealth & Trust
Connecticut
$164K +$29.4K +199 +22%
PMFA
1135
Plante Moran Financial Advisors
Michigan
$164K – – –
NBT
1136
Northwest Bank & Trust
Iowa
$163K – – –
SC
1137
Steph & Co
Wisconsin
$160K -$11.4K -77 -7%
VWM
1138
Vermillion Wealth Management
Minnesota
$160K +$160K +1,084 New
MG
1139
Mather Group
Illinois
$157K +$11.5K +78 +8%
RAM
1140
Ramirez Asset Management
New York
$148K – – –
M
1141
MOTCO
Texas
$148K – – –
SIS
1142
Sound Income Strategies
Florida
$146K +$1.04K +7 +0.7%
DAM
1143
Delta Asset Management
Tennessee
$146K -$739 -5 -0.5%
PCTC
1144
Perkins Coie Trust Company
Washington
$146K – – –
CPG
1145
Cornerstone Planning Group
New Jersey
$139K +$1.13K +7 +0.8%
UCB
1146
United Community Bank
South Carolina
$138K +$138K +930 New
CTC
1147
Central Trust Company
Missouri
$136K +$29K +196 +27%
GCS
1148
Gordian Capital (Singapore)
Singapore
$136K +$136K +920 New
SOAMC
1149
Spirit of America Management Corp
New York
$133K +$133K +900 New
NB
1150
NBT Bank
New York
$127K – – –
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