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KKR & Co
KKR

Overview Fund Activity

1,032 hedge funds and large institutions have $50.9B invested in KKR & Co in 2024 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 332 increasing their positions, 357 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+117
Holders Change %
+12.79%
% of All Funds
14.96%
Holding in Top 10
43
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14%
% of All Funds
0.62%
New
187
Increased
332
Reduced
357
Closed
60
Calls
$333M
Puts
$251M
Net Calls
+$81.4M
Net Calls Change
+$9.91M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.3B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.22B
3
Brown Advisory
3
Brown Advisory
Maryland
$917M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.58B
5
GQG Partners
5
GQG Partners
Florida
$217M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$1.07B
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$1.34B
3
VH
3
ValueAct Holdings
California
$192M
4
Morgan Stanley
4
Morgan Stanley
New York
$399M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$265M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
151
Caldwell Investment Management
Ontario, Canada
$20.1M – – –
Nomura Asset Management
152
Nomura Asset Management
Japan
$20.1M +$419K +4,170 +2%
PAIM
153
Punch & Associates Investment Management
Minnesota
$19.4M -$910K -9,046 -4%
Russell Investments Group
154
Russell Investments Group
United Kingdom
$19.2M +$11.3M +112,767 +144%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$19.2M -$3.57M -35,477 -16%
DBG
156
De Burlo Group
Massachusetts
$19.1M +$19.1M +190,200 New
CCM
157
Cinctive Capital Management
New York
$18.9M -$5.32M -52,923 -22%
RAM
158
Resona Asset Management
Japan
$18.6M +$18.6M +185,304 New
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$18.5M +$498K +4,951 +3%
Cerity Partners
160
Cerity Partners
New York
$18.4M -$3.13M -32,705 -15%
BHCM
161
Brevan Howard Capital Management
Jersey
$18M +$18M +178,906 New
LCM
162
Lakewood Capital Management
New York
$17.7M -$29.7M -295,600 -63%
CPM
163
Crescent Park Management
California
$17.7M -$5.55M -55,212 -24%
VMPIC
164
Varma Mutual Pension Insurance Co
Finland
$17.5M +$14.4M +143,600 +474%
FMI
165
Factory Mutual Insurance
Massachusetts
$17.1M – – –
TIAA Trust, National Association
166
TIAA Trust, National Association
North Carolina
$16.7M +$6.33M +62,941 +61%
LCS
167
Levin Capital Strategies
New York
$16.7M -$203K -2,022 -1%
ASRS
168
Arizona State Retirement System
Arizona
$16.6M +$333K +3,311 +2%
ECM
169
Engle Capital Management
Connecticut
$16.6M +$10.8M +107,000 +184%
Aviva
170
Aviva
United Kingdom
$16.4M +$3.47M +34,535 +27%
CS
171
Candriam SCA
Luxembourg
$16.4M +$5.53M +54,961 +51%
SSA
172
Schonfeld Strategic Advisors
New York
$16.2M +$2.66M +26,454 +20%
First Trust Advisors
173
First Trust Advisors
Illinois
$16M -$543K -5,398 -3%
BPWM
174
Badgley Phelps Wealth Managers
Washington
$16M +$2.48M +24,669 +18%
HV
175
HST Ventures
Utah
$15.9M +$153K +1,523 +1%
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