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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 %
VPP
1351
Vertex Planning Partners
Illinois
– -$265K -2,028 Closed
WAG
1352
Windsor Advisory Group
Ohio
– -$261K -2,000 Closed
YCG
1353
Yeomans Consulting Group
Georgia
– -$259K -1,983 Closed
WH
1354
Willner & Heller
California
– -$212K -1,624 Closed
AT
1355
American Trust
Kentucky
– -$202K -1,549 Closed
AWM
1356
Ariadne Wealth Management
California
– -$220K -1,457 Closed
JIP
1357
Jaffetilchin Investment Partners
Florida
– -$109K -831 Closed
SWA
1358
SOA Wealth Advisors
New York
– -$59.1K -453 Closed
OWP
1359
ORG Wealth Partners
Texas
– -$30.8K -236 Closed
CPA
1360
Clear Point Advisors
New York
– -$30.1K -230 Closed
CA
1361
Crewe Advisors
Utah
– -$20K -153 Closed
EC
1362
Elequin Capital
New York
– -$19.8K -152 Closed
CPA
1363
Capital Performance Advisors
California
– -$15.2K -116 Closed
CWM
1364
Cedar Wealth Management
California
– -$14.2K -109 Closed
BWP
1365
Baldwin Wealth Partners
Massachusetts
– -$7.97K -61 Closed
RWA
1366
Redmont Wealth Advisors
Illinois
– -$5.75K -44 Closed
CAM
1367
Creekmur Asset Management
Illinois
– -$4.7K -36 Closed
TAM
1368
Tucker Asset Management
Colorado
– -$3.4K -26 Closed
AIM
1369
Anchor Investment Management
South Carolina
– -$1.96K -15 Closed
VAMG
1370
Voisard Asset Management Group
Michigan
– -$653 -5 Closed
PS
1371
Planned Solutions
California
– -$392 -3 Closed
RWM
1372
Reston Wealth Management
Virginia
– -$392 -3 Closed
MFG
1373
Mendota Financial Group
Wisconsin
– -$131 -1 Closed
DWM
1374
Dogwood Wealth Management
Kansas
– -$10 – –
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