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KKR & Co
KKR

Overview Fund Activity

1,031 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, 356 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+117
Holders Change %
+12.8%
% of All Funds
14.95%
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
356
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 %
Capital International Investors
1
Capital International Investors
California
$4.29B -$18M -178,514 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.2B +$9.35M +92,995 +0.2%
BlackRock
3
BlackRock
New York
$3.94B +$100M +995,005 +3%
Principal Financial Group
4
Principal Financial Group
Iowa
$2.28B -$135M -1,343,920 -6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.22B +$588M +5,846,337 +36%
Capital World Investors
6
Capital World Investors
California
$1.67B +$115M +1,139,784 +7%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.58B +$552M +5,484,200 +54%
ACM
8
AKRE Capital Management
Virginia
$1.5B -$178M -1,768,668 -11%
State Street
9
State Street
Massachusetts
$1.36B +$5.45M +54,176 +0.4%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$1.34B -$625M -6,216,379 -32%
Invesco
11
Invesco
Georgia
$1.31B -$203M -2,015,287 -13%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$1.3B +$802M +7,978,486 +162%
Harris Associates
13
Harris Associates
Illinois
$1.07B -$1.01B -10,071,620 -49%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03B -$35.6M -354,207 -3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$1.01B +$203M +2,017,992 +25%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1B +$40M +398,179 +4%
Millennium Management
17
Millennium Management
New York
$922M -$21.7M -215,734 -2%
First Manhattan
18
First Manhattan
New York
$918M -$22.7M -225,299 -2%
Brown Advisory
19
Brown Advisory
Maryland
$917M +$584M +5,807,837 +176%
Bank of America
20
Bank of America
North Carolina
$906M +$99.2M +985,885 +12%
Norges Bank
21
Norges Bank
Norway
$844M +$55M +546,838 +7%
LPC
22
Lone Pine Capital
Connecticut
$703M +$77M +766,056 +12%
VVP
23
Vulcan Value Partners
Alabama
$541M -$72.8M -723,512 -12%
Legal & General Group
24
Legal & General Group
United Kingdom
$483M -$26.7M -265,924 -5%
Winslow Capital Management
25
Winslow Capital Management
Minnesota
$409M -$8.57M -85,188 -2%
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