We are live on ! Find out more
KKR icon

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
Kovitz Investment Group Partners
401
Kovitz Investment Group Partners
Illinois
$2.83M +$929K +9,124 +51%
CGH
402
Crossmark Global Holdings
Texas
$2.81M +$2.16M +21,235 +391%
Envestnet Portfolio Solutions
403
Envestnet Portfolio Solutions
Illinois
$2.8M +$109K +1,075 +4%
SEC
404
Seven Eight Capital
New York
$2.76M +$2.67M +26,198 New
PA
405
Procyon Advisors
Connecticut
$2.74M +$263K +2,581 +11%
MCM
406
McKinley Capital Management
Alaska
$2.71M -$31.7K -311 -1%
Baird Financial Group
407
Baird Financial Group
Wisconsin
$2.7M +$10.2K +100 +0.4%
FFO
408
Fortitude Family Office
Arizona
$2.7M +$57.2K +562 +2%
WB
409
WesBanco Bank
West Virginia
$2.64M -$111K -1,094 -4%
RFC
410
Regions Financial Corp
Alabama
$2.63M -$525K -5,161 -17%
Mercer Global Advisors
411
Mercer Global Advisors
Colorado
$2.62M +$144K +1,412 +6%
PS
412
Principal Securities
Iowa
$2.61M -$34.2K -336 -1%
BAM
413
Byrne Asset Management
New Jersey
$2.6M -$106K -1,040 -4%
OSAM
414
O'Shaughnessy Asset Management
Connecticut
$2.59M +$972K +9,548 +63%
Verition Fund Management
415
Verition Fund Management
Connecticut
$2.59M -$4.04M -39,690 -62%
William Blair & Company
416
William Blair & Company
Illinois
$2.56M +$148K +1,457 +6%
CCA
417
Checchi Capital Advisers
California
$2.56M +$36.5K +359 +1%
TC
418
TwinBeech Capital
New York
$2.52M +$2.44M +23,989 New
CFG
419
Citizens Financial Group
Rhode Island
$2.52M +$2.13M +20,899 +680%
FFH
420
Fairfax Financial Holdings
Ontario, Canada
$2.48M
HSA
421
HBK Sorce Advisory
Pennsylvania
$2.42M +$57.9K +569 +3%
AIM
422
Aigen Investment Management
New York
$2.41M +$1.33M +13,058 +133%
OFG
423
Oxford Financial Group
Indiana
$2.39M +$199K +1,950 +9%
Wealthfront Advisers
424
Wealthfront Advisers
California
$2.38M +$374K +3,677 +19%
CA
425
Clearstead Advisors
Ohio
$2.38M +$142K +1,393 +7%

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.