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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 %
AAG
1201
Armstrong Advisory Group
Massachusetts
$50.1K +$9.76K +66 +24%
PWM
1202
Parkworth Wealth Management
California
$49.3K +$49.3K +333 New
WPWM
1203
Western Pacific Wealth Management
Illinois
$49.1K -$7.4K -50 -13%
BCMLT
1204
Beacon Capital Management LLC (Tennessee)
Tennessee
$48.2K – – –
CFS
1205
CGC Financial Services
Oregon
$48.1K – – –
DMBA
1206
Deseret Mutual Benefit Administrators
Utah
$47.8K -$11.1K -75 -19%
OIAM
1207
OFI Invest Asset Management
France
$46.6K +$46.6K +326 New
BONH
1208
Bank of New Hampshire
New Hampshire
$45.1K +$45.1K +305 New
RTC
1209
Riverview Trust Company
Washington
$42.2K – – –
Acadian Asset Management
1210
Acadian Asset Management
Massachusetts
$41K -$47.9K -327 -54%
CAS
1211
Coppell Advisory Solutions
Texas
$41K – – –
HPC
1212
HM Payson & Co
Maine
$40.8K +$40.2K +272 +6,800%
EB
1213
Eastern Bank
Massachusetts
$38.9K – – –
QC
1214
Quent Capital
New York
$38.3K +$6.66K +45 +21%
RMC
1215
Resources Management Corp
Connecticut
$37K – – –
GKIM
1216
GW&K Investment Management
Massachusetts
$37K +$892 +6 +2%
CSWM
1217
Cassady Schiller Wealth Management
Ohio
$36.4K +$36.4K +246 New
TPW
1218
Talon Private Wealth
Florida
$34.2K – – –
PPA
1219
Pilgrim Partners Asia
Singapore
$34K +$34K +230 New
CWM
1220
Compass Wealth Management
Connecticut
$33.7K – – –
MCM
1221
MV Capital Management
Maryland
$33.7K +$1.92K +13 +6%
TSMHT
1222
Thurston Springer Miller Herd & Titak
Indiana
$33.7K +$7.4K +50 +28%
PB
1223
Pinnacle Bancorp
Nebraska
$32.7K -$6.8K -46 -17%
GWM
1224
Geneos Wealth Management
Colorado
$32.1K +$5.33K +36 +20%
RCM
1225
Raleigh Capital Management
North Carolina
$30.5K -$4.29K -29 -12%
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