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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 %
SPIO
1326
Seven Post Investment Office
California
– -$2.44M -18,700 Closed
NWM
1327
Napa Wealth Management
California
– -$2.25M -17,204 Closed
ZIMP
1328
Zimmermann Investment Management & Planning
Pennsylvania
– -$1.9M -14,552 Closed
FTDI
1329
First Trust Direct Indexing
Massachusetts
– -$1.5M -11,490 Closed
BPAMU
1330
BTG Pactual Asset Management US
New York
– -$1.42M -10,868 Closed
AI
1331
Atom Investors
Texas
– -$1.37M -10,471 Closed
DEA
1332
DoubleLine ETF Adviser
Florida
– -$1.36M -10,440 Closed
I
1333
InceptionR
California
– -$1.31M -10,005 Closed
VEA
1334
Virtus ETF Advisers
New York
– -$976K -7,471 Closed
ONGA
1335
O'Neil Global Advisors
California
– -$888K -6,800 Closed
AWM
1336
Angeles Wealth Management
California
– -$682K -5,221 Closed
FCM
1337
FJ Capital Management
Virginia
– -$640K -4,899 Closed
SCP
1338
Stamos Capital Partners
California
– -$509K -3,900 Closed
ALAM
1339
Asahi Life Asset Management
Japan
– -$503K -3,850 Closed
MIS
1340
Morningstar Investment Services
Illinois
– -$472K -3,572 Closed
ACGA
1341
Atlanta Consulting Group Advisors
Georgia
– -$449K -3,441 Closed
FFO
1342
Fiduciary Family Office
Florida
– -$446K -3,417 Closed
MMA
1343
Mizuho Markets Americas
New York
– -$423K -3,238 Closed
DFCM
1344
Dark Forest Capital Management
Puerto Rico
– -$390K -2,984 Closed
MPM
1345
MBB Public Markets
Illinois
– -$353K -2,700 Closed
Wolverine Trading
1346
Wolverine Trading
Illinois
– -$319K -2,415 Closed
VF
1347
Virtu Financial
New York
– -$297K -2,272 Closed
MWC
1348
MBM Wealth Consultants
Missouri
– -$283K -2,165 Closed
OAM
1349
Oxford Asset Management
United Kingdom
– -$282K -2,157 Closed
LCM
1350
Landscape Capital Management
New Jersey
– -$278K -2,132 Closed
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