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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 %
NSIM
176
North Star Investment Management
Illinois
$15.8M -$43.6K -433 -0.3%
Capital Research Global Investors
177
Capital Research Global Investors
California
$15.3M – – –
DFCM
178
Dark Forest Capital Management
Puerto Rico
$15M -$3.03M -30,099 -17%
ACM
179
Aquatic Capital Management
Illinois
$14.9M +$7.6M +75,600 +104%
CCM
180
Cobalt Capital Management
New Jersey
$14.6M -$503K -5,000 -3%
M2MC
181
Matthew 25 Management Corp
Pennsylvania
$14.5M -$2.06M -20,500 -12%
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
$14.4M +$11.3M +111,881 +353%
UM
183
UniSuper Management
Australia
$14.4M +$14M +138,700 +3,152%
CFB
184
Cullen/Frost Bankers
Texas
$14M +$207K +2,054 +1%
COLIM
185
City of London Investment Management
United Kingdom
$13.8M – – –
NFC
186
Northeast Financial Consultants
Connecticut
$13.8M – – –
PMAM
187
Picton Mahoney Asset Management
Ontario, Canada
$13.7M -$282K -2,802 -2%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$13.6M +$8.78M +87,278 +182%
UIM
189
USS Investment Management
United Kingdom
$13.5M -$618K -6,144 -4%
FAF
190
Fjarde Ap-fonden
Sweden
$13.4M +$60.3K +600 +0.5%
FNBT
191
FineMark National Bank & Trust
Florida
$13.4M +$223K +2,216 +2%
CGPCS
192
Capital Group Private Client Services
California
$13.2M -$445K -4,421 -3%
OCM
193
Oribel Capital Management
New York
$13.1M +$13.1M +130,100 New
SCM
194
SOL Capital Management
Maryland
$13M +$58.8K +585 +0.5%
VOYA Investment Management
195
VOYA Investment Management
Georgia
$13M -$504K -5,013 -4%
GIA
196
Gateway Investment Advisers
Ohio
$12.8M +$6.44K +64 +0.1%
Commonwealth Equity Services
197
Commonwealth Equity Services
Massachusetts
$12.6M -$756K -7,519 -6%
GCM
198
GoodHaven Capital Management
New Jersey
$12.6M – – –
SI
199
Stephens Inc
Arkansas
$12.6M +$1.17M +11,623 +10%
Hudson Bay Capital Management
200
Hudson Bay Capital Management
Connecticut
$12.6M -$2.51M -25,000 -17%
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