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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
17.5%
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
$974M
2
BlackRock
BlackRock
New York
$6.94B
3
GQG Partners
GQG Partners
Florida
$326M
4
Deutsche Bank
Deutsche Bank
Germany
$280M
5
Citigroup
Citigroup
New York
$226M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$5.2B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$60.9M
3
VVP
Vulcan Value Partners
Alabama
$343K
4
Principal Financial Group
Principal Financial Group
Iowa
$2.8B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$3.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
1276
WealthTrak Capital Management
Virginia
$4.29K +$4.29K +29 New
FIM
1277
FWL Investment Management
Texas
$4.29K – – –
MAS
1278
MPWM Advisory Solutions
Georgia
$4.29K +$4.29K +29 New
ADL
1279
Asset Dedication LLC
California
$3.99K +$3.99K +27 New
SN
1280
Sittner & Nelson
Oregon
$3.99K +$3.99K +27 New
GWSA
1281
Global Wealth Strategies & Associates
Colorado
$3.7K – – –
BWM
1282
Bernard Wealth Management
Michigan
$3.7K +$3.7K +25 New
WIM
1283
Westside Investment Management
California
$2.66K – – –
PWA
1284
Principia Wealth Advisory
Texas
$2.66K +$2.66K +18 New
TCM
1285
TD Capital Management
Tennessee
$2.52K +$2.52K +17 New
HI
1286
Human Investing
Oregon
$2.52K +$2.52K +17 New
CPL
1287
Capital & Planning LLC
Georgia
$2.37K +$2.37K +16 New
WA
1288
WestEnd Advisors
North Carolina
$2.07K +$148 +1 +8%
OSNBOA
1289
Old Second National Bank of Aurora
Illinois
$2.07K +$2.07K +14 New
AW
1290
Avion Wealth
Texas
$2K – – –
WTFG
1291
Wood Tarver Financial Group
Idaho
$2K +$2K +16 New
AP
1292
Aspect Partners
Virginia
$1.92K – – –
JFG
1293
JDM Financial Group
Texas
$1.92K – – –
CAC
1294
Core Alternative Capital
Georgia
$1.78K – – –
BOJHT
1295
Bank of Jackson Hole Trust
Wyoming
$1.78K +$1.78K +12 New
WW
1296
Winnow Wealth
Texas
$1.71K +$1.71K +12 New
SO
1297
Sierra Ocean
California
$1.63K +$1.63K +11 New
CIA
1298
Cape Investment Advisory
Georgia
$1.63K +$1.63K +11 New
DFA
1299
DHJJ Financial Advisors
Illinois
$1.48K – – –
PWA
1300
Physician Wealth Advisors
Utah
$1.48K +$1.48K +10 New
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52
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