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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 %
WWP
1151
WR Wealth Planners
Missouri
$123K +$3.55K +24 +3%
SAS
1152
Stelac Advisory Services
New York
$118K – – –
CH
1153
Canton Hathaway
Rhode Island
$118K – – –
QL
1154
Quarry LP
New York
$116K +$80.9K +547 +229%
CLOS
1155
Compagnie Lombard Odier SCmA
Switzerland
$113K – – –
ST
1156
Smithfield Trust
Pennsylvania
$111K – – –
PIM
1157
Plato Investment Management
Australia
$110K – – –
Bank Julius Baer & Co
1158
Bank Julius Baer & Co
Switzerland
$107K +$107K +657 New
TFGT
1159
TS Financial Group (TSFG)
Illinois
$107K – – –
GWP
1160
Gen-Wealth Partners
Michigan
$105K – – –
JFGIW
1161
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$98.6K -$405K -2,425 -80%
API
1162
Asset Planning Inc
California
$98.6K +$98.6K +666 New
HWM
1163
Hemington Wealth Management
Virginia
$93K +$5.59K +38 +6%
ACA
1164
American Capital Advisory
Idaho
$92.4K -$296K -2,000 -76%
RWM
1165
Rialto Wealth Management
New York
$88.7K +$88.7K +600 New
VNA
1166
Valley National Advisers
Pennsylvania
$88K +$20.2K +138 +30%
PGAM
1167
Princeton Global Asset Management
New Jersey
$87.6K – – –
AA
1168
AlphaCentric Advisors
Puerto Rico
$86.7K -$15.1K -102 -15%
FA
1169
Fedenia Advisers
Wisconsin
$86.5K +$86.5K +585 New
CFO
1170
CVA Family Office
Colorado
$85K – – –
AIM
1171
Arcadia Investment Management
Michigan
$84K – – –
S
1172
Sachetta
Massachusetts
$82.7K +$296 +2 +0.4%
KPP
1173
Kings Path Partners
Texas
$82.2K – – –
TFIPS
1174
Towarzystwo Funduszy Inwestycyjnych PZU SA
$81.4K – – –
WTA
1175
Washington Trust Advisors
Massachusetts
$80.8K -$32.8K -222 -29%
45 46
47
48 49