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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
Swedbank
276
Swedbank
Sweden
$6.89M +$1.67M +16,424 +34%
MML Investors Services
277
MML Investors Services
Massachusetts
$6.83M +$856K +8,411 +15%
SA
278
Sanctuary Advisors
Indiana
$6.76M +$7.2M +70,734 New
SMDAM
279
Sumitomo Mitsui DS Asset Management
Japan
$6.69M +$1.7M +16,679 +36%
BIC
280
Beach Investment Counsel
Pennsylvania
$6.67M -$50.9K -500 -0.8%
Mackenzie Financial
281
Mackenzie Financial
Ontario, Canada
$6.56M +$2.35M +23,080 +59%
UE
282
Unisphere Establishment
Liechtenstein
$6.52M
EF
283
Empowered Funds
Pennsylvania
$6.51M +$139K +1,369 +2%
BMO
284
Beck Mack & Oliver
New York
$6.48M -$61.1K -600 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
285
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.42M +$3.67M +36,000 +144%
Creative Planning
286
Creative Planning
Kansas
$6.33M +$764K +7,505 +14%
OWP
287
Old Well Partners
North Carolina
$6.27M -$713K -7,000 -11%
SIA
288
Soltis Investment Advisors
Utah
$6.2M +$465K +4,571 +8%
Schroder Investment Management Group
289
Schroder Investment Management Group
United Kingdom
$6.12M +$581K +5,710 +11%
Walleye Capital
290
Walleye Capital
New York
$6.07M +$2.2M +21,605 +60%
CBA
291
Coastal Bridge Advisors
Connecticut
$6.03M -$15.7K -154 -0.3%
Nisa Investment Advisors
292
Nisa Investment Advisors
Missouri
$6.03M +$50.9K +500 +0.9%
HBCM
293
Heron Bay Capital Management
Michigan
$6.01M -$641K -6,300 -10%
OPERF
294
Oregon Public Employees Retirement Fund
Oregon
$6.01M +$5.81M +57,110 New
MC
295
Metavasi Capital
New York
$6M
JSP
296
Jackson Square Partners
California
$5.99M -$2.57M -25,211 -31%
GJCM
297
Grand Jean Capital Management
California
$5.89M +$134K +1,317 +2%
BCI
298
Brinker Capital Investments
Pennsylvania
$5.89M -$445K -4,373 -7%
OPS
299
Orion Portfolio Solutions
Nebraska
$5.89M -$445K -4,373 -7%
JAM
300
Jupiter Asset Management
United Kingdom
$5.89M +$5.7M +55,941 New

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.