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KKR & Co

1,071 hedge funds and large institutions have $56.5B invested in KKR & Co in 2024 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 450 increasing their positions, 312 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $521M | Put options by funds: $330M

53% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 90

44% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 312

11% more capital invested

Capital invested by funds: $51B → $56.5B (+$5.58B)

3% more funds holding

Funds holding: 1,0371,071 (+34)

3.24% more ownership

Funds ownership: 57.31%60.55% (+3.2%)

2% less funds holding in top 10

Funds holding in top 10: 4342 (-1)

Holders
1,071
Holders Change
+34
Holders Change %
+3.28%
% of All Funds
15.47%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.61%
New
138
Increased
450
Reduced
312
Closed
90
Calls
$521M
Puts
$330M
Net Calls
+$191M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
226
Atria Wealth Solutions
New York
$11.1M -$1.62M -15,917 -13%
American Century Companies
227
American Century Companies
Missouri
$11.1M +$248K +2,440 +2%
CCM
228
Chickasaw Capital Management
Tennessee
$10.8M -$4.58K -45 -0%
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
$10.7M +$120K +1,175 +1%
ET
230
Equitable Trust
Tennessee
$10.7M -$760K -7,470 -7%
Jennison Associates
231
Jennison Associates
New York
$10.6M -$11K -108 -0.1%
WPEP
232
Walnut Private Equity Partners
Nebraska
$10.5M
GIA
233
Gateway Investment Advisers
Ohio
$10.5M -$2.79M -27,433 -22%
Russell Investments Group
234
Russell Investments Group
United Kingdom
$10.3M -$9.49M -93,230 -49%
SG Americas Securities
235
SG Americas Securities
New York
$10.3M +$4.42M +43,428 +80%
Cambridge Investment Research Advisors
236
Cambridge Investment Research Advisors
Iowa
$10.2M -$149K -1,466 -1%
AssetMark Inc
237
AssetMark Inc
California
$10.2M +$850K +8,346 +9%
CIBC Asset Management
238
CIBC Asset Management
Ontario, Canada
$10.1M +$7.12M +69,938 +271%
FAFTFSNP
239
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$10.1M +$9.73M +95,575 New
LC
240
Lavaca Capital
Texas
$10.1M +$9.72M +95,500 New
CCM
241
Cobalt Capital Management
New Jersey
$10M -$5.09M -50,000 -34%
Osaic Holdings
242
Osaic Holdings
Arizona
$9.95M -$1.24M -12,190 -11%
MCP
243
Mirador Capital Partners
California
$9.9M +$251K +2,469 +3%
BCM
244
Basswood Capital Management
New York
$9.78M
Truist Financial
245
Truist Financial
North Carolina
$9.71M -$849K -8,335 -8%
OCBCO
246
Oversea-Chinese Banking Corp (OCBC)
Singapore
$9.52M +$1.42M +13,914 +18%
Cetera Investment Advisers
247
Cetera Investment Advisers
Illinois
$9.38M +$540K +5,309 +6%
ACM
248
Alpha Capital Management
Texas
$9.23M -$1.62M -15,876 -15%
PMAM
249
Picton Mahoney Asset Management
Ontario, Canada
$9.16M -$4.96M -48,711 -36%
PCM
250
Palisade Capital Management
New Jersey
$9.16M

KKR Hedge Fund Activity: Q2 2024 in Review

1,071 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q2 2024, worth a combined $56.5B — up 11% from $51B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new KKR positions and 90 closed out — a net gain of 48 holders — while 450 added to existing stakes and 312 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.39B. The largest seller was Harris Associates, cutting an estimated $967M.

  • 1,071 institutional investors held KKR & Co (KKR) as of Q2 2024, up from 1,037 in Q1 2024.
  • Funds reported $56.5B of KKR & Co stock for Q2 2024, up 11% quarter-over-quarter.
  • 138 funds opened new KKR & Co positions in Q2 2024 and 90 closed out, a net change of +48 holders.
  • The largest KKR & Co buyer in Q2 2024 was Vanguard Group, an estimated $1.39B added.
  • The largest KKR & Co seller in Q2 2024 was Harris Associates, an estimated $967M sold.

Based on aggregated 13F filings for Q2 2024.