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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 %
WA
1251
Whipplewood Advisors
Colorado
$13.2K +$13.2K +89 New
VWM
1252
Venturi Wealth Management
Texas
$13K -$888 -6 -6%
VWA
1253
Valued Wealth Advisors
Utah
$12.9K +$3.11K +21 +32%
WWM
1254
Wolff Wiese Magana
California
$11.4K – – –
HNW
1255
High Note Wealth
Minnesota
$10.8K +$10.8K +73 New
FMP
1256
Financial Management Professionals
Texas
$10.7K +$444 +3 +4%
HGERS
1257
Householder Group Estate & Retirement Specialist
Arizona
$10K -$16.4K -115 -62%
AGWCA
1258
Annis Gardner Whiting Capital Advisors
Florida
$9.02K -$444 -3 -5%
SIC
1259
Salem Investment Counselors
North Carolina
$7.54K -$1.48K -10 -16%
BAM
1260
Bellevue Asset Management
Washington
$7.25K -$592 -4 -8%
PWMG
1261
Private Wealth Management Group
New Jersey
$7.1K -$444 -3 -6%
PPC
1262
Park Place Capital
Alabama
$6.95K – – –
PCFFS
1263
Pacific Center for Financial Services
California
$6.95K – – –
BIA
1264
Bell Investment Advisors
California
$6.8K – – –
CA
1265
Continuum Advisory
Idaho
$6.21K – – –
RDIA
1266
RE Dickinson Investment Advisors
Iowa
$6K +$6K +4 New
NC
1267
NewSquare Capital
Pennsylvania
$5.77K +$5.77K +39 New
GIA
1268
GHP Investment Advisors
Colorado
$5.33K +$5.33K +36 New
PP
1269
PFS Partners
New Jersey
$5.18K – – –
FWM
1270
FSA Wealth Management
Massachusetts
$5.03K – – –
BFP
1271
Briaud Financial Planning
Texas
$5K +$5K +35 New
SC
1272
Stephens Consulting
Michigan
$4.88K -$1.04K -7 -18%
FG
1273
Fairman Group
Pennsylvania
$4.88K -$4.88K -33 -50%
AT
1274
Arlington Trust
Alabama
$4.73K +$4.73K +32 New
DPW
1275
DiNuzzo Private Wealth
Pennsylvania
$4.44K – – –
49 50
51
52 53