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KKR & Co
KKR

Overview Fund Activity

914 hedge funds and large institutions have $42.1B invested in KKR & Co in 2023 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 275 increasing their positions, 316 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
+122
Holders Change %
+15.4%
% of All Funds
13.4%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.73%
New
188
Increased
275
Reduced
316
Closed
54
Calls
$388M
Puts
$316M
Net Calls
+$71.5M
Net Calls Change
-$77.4M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.34B
2
Millennium Management
2
Millennium Management
New York
$777M
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$344M
4
Morgan Stanley
4
Morgan Stanley
New York
$657M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.45B

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$1.72B
2
VH
2
ValueAct Holdings
California
$493M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$1.62B
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$881M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$510M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMI
151
Factory Mutual Insurance
Massachusetts
$14.1M +$14.1M +170,000 New
CFM
152
Coronation Fund Managers
South Africa
$14M -$6.45M -77,878 -31%
LCS
153
Levin Capital Strategies
New York
$13.9M -$446K -5,379 -3%
Robeco Institutional Asset Management
154
Robeco Institutional Asset Management
Netherlands
$13.8M -$9.04M -109,142 -40%
Fidelity International
155
Fidelity International
Bermuda
$13.8M -$6.59M -79,548 -32%
M2MC
156
Matthew 25 Management Corp
Pennsylvania
$13.7M -$3.6M -43,500 -21%
First Trust Advisors
157
First Trust Advisors
Illinois
$13.7M +$8.38M +101,141 +159%
Bank of Nova Scotia
158
Bank of Nova Scotia
Ontario, Canada
$13.5M +$12.9M +156,006 +2,114%
ASRS
159
Arizona State Retirement System
Arizona
$13.4M -$765K -9,239 -5%
NSIM
160
North Star Investment Management
Illinois
$13M -$223K -2,697 -2%
HV
161
HST Ventures
Utah
$13M -$907K -10,944 -7%
Citigroup
162
Citigroup
New York
$13M -$3.21M -38,705 -20%
HighTower Advisors
163
HighTower Advisors
Illinois
$12.9M +$5.6M +67,571 +77%
Capital Research Global Investors
164
Capital Research Global Investors
California
$12.6M -$74.7K -902 -0.6%
CCM
165
Cobalt Capital Management
New Jersey
$12.4M +$9.11M +110,000 +275%
Hudson Bay Capital Management
166
Hudson Bay Capital Management
Connecticut
$12.4M +$12.4M +150,000 New
Alyeska Investment Group
167
Alyeska Investment Group
Illinois
$12.1M -$18.1M -218,823 -60%
PCIG
168
Partners Capital Investment Group
Massachusetts
$12.1M -$4.04M -48,742 -25%
CCM
169
Callodine Capital Management
Massachusetts
$12M -$10.1M -121,610 -46%
PWP
170
Private Wealth Partners
California
$12M -$129K -1,560 -1%
Balyasny Asset Management
171
Balyasny Asset Management
Illinois
$11.9M -$43M -519,386 -78%
UIM
172
USS Investment Management
United Kingdom
$11.7M +$19.6K +236 +0.2%
PMAM
173
Picton Mahoney Asset Management
Ontario, Canada
$11.5M +$11.5M +138,535 New
COLIM
174
City of London Investment Management
United Kingdom
$11.4M – – –
CFB
175
Cullen/Frost Bankers
Texas
$11.3M +$691K +8,339 +6%
5 6
7
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