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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
Charles Schwab
26
Charles Schwab
California
$382M +$142M +1,397,467 +63%
VLKIM
27
Van Lanschot Kempen Investment Management
Netherlands
$380M +$13M +127,726 +4%
Capital Research Global Investors
28
Capital Research Global Investors
California
$377M +$349M +3,429,659 +2,257%
Jane Street
29
Jane Street
New York
$357M +$62.5M +613,660 +22%
Canada Pension Plan Investment Board
30
Canada Pension Plan Investment Board
Ontario, Canada
$338M +$217M +2,133,290 +199%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$314M +$160M +1,567,020 +110%
UBS AM
32
UBS AM
Illinois
$314M +$109M +1,069,566 +56%
VVP
33
Vulcan Value Partners
Alabama
$308M -$250M -2,456,576 -46%
N
34
Nuveen
North Carolina
$295M +$28.3M +277,695 +11%
Goldman Sachs
35
Goldman Sachs
New York
$283M +$30.4M +298,834 +12%
Amundi
36
Amundi
France
$258M +$88.1M +865,841 +55%
Deutsche Bank
37
Deutsche Bank
Germany
$238M +$115M +1,133,680 +100%
Wells Fargo
38
Wells Fargo
California
$230M +$13.4M +131,760 +6%
CI Investments Inc
39
CI Investments Inc
Ontario, Canada
$204M -$28M -275,016 -12%
Barclays
40
Barclays
United Kingdom
$199M +$112M +1,103,722 +140%
Macquarie Group
41
Macquarie Group
Australia
$191M -$4.48M -43,980 -2%
Bessemer Group
42
Bessemer Group
New Jersey
$172M +$162M +1,593,792 +4,372%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$163M +$37.1M +364,141 +31%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$156M +$26.6M +260,972 +21%
APG Asset Management
45
APG Asset Management
Netherlands
$154M +$160M +1,573,085 New
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$153M +$21.6M +212,433 +18%
MG
47
Markel Group
Virginia
$153M
ClearBridge Investments
48
ClearBridge Investments
New York
$148M -$4.17M -40,913 -3%
UBS Group
49
UBS Group
Switzerland
$147M +$59M +579,202 +71%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$143M -$598K -5,870 -0.4%

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.