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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 %
Capital International Investors
1
Capital International Investors
California
$3.55B +$66.7M +805,122 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.45B +$143M +1,728,782 +4%
BlackRock
3
BlackRock
New York
$3.17B +$24.8M +299,269 +0.8%
Principal Financial Group
4
Principal Financial Group
Iowa
$1.99B -$23.2M -279,650 -1%
Harris Associates
5
Harris Associates
Illinois
$1.72B -$511M -6,162,756 -23%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$1.62B -$321M -3,875,187 -17%
ACM
7
AKRE Capital Management
Virginia
$1.38B -$21.7M -262,388 -2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.34B +$922M +11,134,363 +220%
Capital World Investors
9
Capital World Investors
California
$1.28B -$89M -1,074,765 -6%
Invesco
10
Invesco
Georgia
$1.24B +$2.76M +33,358 +0.2%
State Street
11
State Street
Massachusetts
$1.12B +$103M +1,243,821 +10%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$881M -$220M -2,656,872 -20%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$845M +$30.3M +365,449 +4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$794M +$53.5M +647,124 +7%
Millennium Management
15
Millennium Management
New York
$777M +$385M +4,646,570 +98%
First Manhattan
16
First Manhattan
New York
$767M +$16.5M +200,882 +2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$667M +$93.5M +1,128,993 +16%
Bank of America
18
Bank of America
North Carolina
$665M +$15.2M +183,555 +2%
Morgan Stanley
19
Morgan Stanley
New York
$657M +$322M +3,891,145 +96%
Norges Bank
20
Norges Bank
Norway
$650M +$55.2M +666,525 +9%
LPC
21
Lone Pine Capital
Connecticut
$516M -$28M -338,318 -5%
Diamond Hill Capital Management
22
Diamond Hill Capital Management
Ohio
$510M -$174M -2,094,349 -25%
VVP
23
Vulcan Value Partners
Alabama
$505M -$67.4M -814,020 -12%
VH
24
ValueAct Holdings
California
$493M -$453M -5,466,800 -48%
Legal & General Group
25
Legal & General Group
United Kingdom
$420M -$24.9M -300,249 -6%
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