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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 %
CBT
1226
Crews Bank & Trust
Florida
$30.2K +$30.2K +204 New
MAM
1227
Meeder Asset Management
Ohio
$27.5K -$887 -6 -3%
PFA
1228
Pathway Financial Advisers
Indiana
$27.5K – – –
HDIM
1229
Hanson & Doremus Investment Management
Vermont
$27K +$27K +180 New
ME
1230
McIlrath & Eck
Washington
$25.9K +$25.9K +175 New
PCWA
1231
Pacific Capital Wealth Advisors
California
$24.7K – – –
AWM
1232
Abound Wealth Management
Tennessee
$23.6K -$591 -4 -2%
CAL
1233
Capital Advisors Ltd
Ohio
$23K – – –
CWA
1234
Carolina Wealth Advisors
South Carolina
$19.8K – – –
AWM
1235
Atticus Wealth Management
Florida
$19.7K – – –
MA
1236
MCF Advisors
Kentucky
$19.4K +$19.4K +131 New
GBT
1237
Grove Bank & Trust
Florida
$17.6K – – –
IA
1238
IFS Advisors
Kansas
$17.6K +$7.99K +54 +83%
CT
1239
Colonial Trust
South Carolina
$17.5K +$5.62K +38 +48%
NWWA
1240
New Wave Wealth Advisors
Arkansas
$17.5K +$17.5K +118 New
BFPW
1241
BOK Financial Private Wealth
Colorado
$17.2K – – –
JWA
1242
JFS Wealth Advisors
Pennsylvania
$16.9K – – –
WA
1243
WPG Advisers
Maryland
$16.6K +$16.6K +112 New
KIM
1244
Kestra Investment Management
Texas
$16.4K +$16.4K +111 New
CFD
1245
Creative Financial Designs
Indiana
$16.1K +$147 +1 +0.9%
FIA
1246
FPC Investment Advisory
California
$14.9K +$14.9K +89 New
GTAM
1247
Global Trust Asset Management
Florida
$14.8K – – –
HWP
1248
Highline Wealth Partners
California
$14.1K +$4.73K +32 +51%
CJH
1249
Christopher J. Hasenberg
Wisconsin
$13.8K – – –
MMCM
1250
Murphy & Mullick Capital Management
New York
$13.2K +$13.2K +89 New
48 49
50
51 52