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

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$1.07B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.34B
3
VH
ValueAct Holdings
California
$192M
4
Morgan Stanley
Morgan Stanley
New York
$399M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$265M
Name Holding Trade Value Shares
Change 		Shares
Change %
Calamos Advisors
201
Calamos Advisors
Illinois
$12.5M +$67K +666 +0.5%
PWP
202
Private Wealth Partners
California
$12.2M -$2.28M -22,665 -16%
AWS
203
Atria Wealth Solutions
New York
$12.2M -$279K -2,773 -2%
BMM
204
Buffington Mohr McNeal
Idaho
$12M -$9.45K -94 -0.1%
PA
205
Perennial Advisors
New York
$12M -$281K -2,794 -2%
WorldQuant Millennium Advisors
206
WorldQuant Millennium Advisors
New York
$11.9M +$6.13M +60,907 +107%
KHLMVGHM
207
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$11.8M – – –
II
208
IFM Investors
Australia
$11.8M -$220K -2,185 -2%
CPC
209
Cookson Peirce & Co
Pennsylvania
$11.6M -$96.9K -963 -0.8%
URS
210
Utah Retirement Systems
Utah
$11.6M – – –
FRAF
211
Första AP-fonden
Sweden
$11.4M +$1.27M +12,600 +12%
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.3M +$2.01M +19,976 +22%
Prudential Financial
213
Prudential Financial
New Jersey
$11.3M -$89.1M -886,109 -89%
DZ Bank
214
DZ Bank
Germany
$11.2M +$11.2M +111,503 New
TI
215
Trexquant Investment
Connecticut
$11.1M +$11.1M +110,158 New
ET
216
Equitable Trust
Tennessee
$11M -$646K -6,424 -6%
LAM
217
Lountzis Asset Management
Pennsylvania
$10.8M +$16.2K +161 +0.2%
Osaic Holdings
218
Osaic Holdings
Arizona
$10.7M -$910K -9,048 -8%
ACM
219
Alpha Capital Management
Texas
$10.4M -$1.47M -14,658 -12%
American Century Companies
220
American Century Companies
Missouri
$10.3M -$687K -6,827 -6%
CCM
221
Chickasaw Capital Management
Tennessee
$10.3M -$36.7K -365 -0.4%
Jennison Associates
222
Jennison Associates
New York
$10.1M -$24.1M -239,994 -70%
Truist Financial
223
Truist Financial
North Carolina
$10.1M +$2.04M +20,320 +25%
Janney Montgomery Scott
224
Janney Montgomery Scott
Pennsylvania
$10.1M +$644K +6,406 +7%
CCM
225
Callodine Capital Management
Massachusetts
$10.1M -$4.53M -45,000 -31%
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