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KKR & Co
KKR

Overview Fund Activity

1,032 hedge funds and large institutions have $50.9B invested in KKR & Co in 2024 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 332 increasing their positions, 357 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+117
Holders Change %
+12.79%
% of All Funds
14.96%
Holding in Top 10
43
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14%
% of All Funds
0.62%
New
187
Increased
332
Reduced
357
Closed
60
Calls
$333M
Puts
$251M
Net Calls
+$81.4M
Net Calls Change
+$9.91M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.3B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.22B
3
Brown Advisory
3
Brown Advisory
Maryland
$917M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.58B
5
GQG Partners
5
GQG Partners
Florida
$217M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$1.07B
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$1.34B
3
VH
3
ValueAct Holdings
California
$192M
4
Morgan Stanley
4
Morgan Stanley
New York
$399M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$265M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
101
Eminence Capital
New York
$37.2M -$52.5M -521,892 -59%
GL
102
Governors Lane
New York
$36.4M +$16.4M +163,400 +82%
Focus Partners Wealth
103
Focus Partners Wealth
Massachusetts
$36.4M +$2.98M +29,659 +9%
Man Group
104
Man Group
United Kingdom
$36.3M +$36.3M +361,369 New
GRIM
105
Greenhaven Road Investment Management
Connecticut
$35.8M -$7.54M -75,000 -17%
GI
106
GAMCO Investors
Connecticut
$35.8M -$1.16M -11,500 -3%
LPL Financial
107
LPL Financial
California
$35.6M +$9.81M +97,582 +38%
SC
108
Sapient Capital
Indiana
$35.4M +$35.1M +349,266 +11,288%
UCFA
109
United Capital Financial Advisors
Texas
$34.3M -$2.42M -24,086 -7%
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$33.6M – – –
Stifel Financial
111
Stifel Financial
Missouri
$32.5M -$892K -8,866 -3%
CII
112
Capital International Inc
California
$31.9M +$2.86M +28,435 +10%
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$31.6M -$357K -6,803 -1%
Mitsubishi UFJ Asset Management
114
Mitsubishi UFJ Asset Management
Japan
$31.2M +$4.26M +42,383 +16%
State of Wisconsin Investment Board
115
State of Wisconsin Investment Board
Wisconsin
$30.8M -$2.51M -24,919 -8%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$30.5M -$5M -49,683 -14%
BG
117
Bollard Group
Massachusetts
$30.5M +$34.2K +340 +0.1%
Treasurer of the State of North Carolina
118
Treasurer of the State of North Carolina
North Carolina
$29.8M +$203K +2,020 +0.7%
Mitsubishi UFJ Trust & Banking
119
Mitsubishi UFJ Trust & Banking
Japan
$29.4M -$2.44M -24,229 -8%
Aberdeen Group
120
Aberdeen Group
United Kingdom
$29.1M -$394K -3,916 -1%
AllianceBernstein
121
AllianceBernstein
Tennessee
$29M +$439K +4,367 +2%
HSBC Holdings
122
HSBC Holdings
United Kingdom
$28.5M +$6.36M +63,265 +29%
CVA
123
Ceredex Value Advisors
Florida
$27.6M -$18M -178,635 -39%
Citigroup
124
Citigroup
New York
$27.4M +$11.7M +115,908 +74%
XL
125
XN LP
New York
$26M – – –
3 4
5
6 7