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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
JWCA
476
J.W. Cole Advisors
Florida
$1.71M +$14.5K +142 +0.9%
LSA
477
Lansing Street Advisors
Pennsylvania
$1.65M +$5.6K +55 +0.4%
FB
478
Fulton Bank
Pennsylvania
$1.64M +$210K +2,060 +15%
LI
479
Louisbourg Investments
New Brunswick, Canada
$1.63M -$440K -4,324 -19%
Axa
480
Axa
France
$1.6M +$999K +9,810 +181%
CM
481
Capula Management
Cayman Islands
$1.59M +$1.54M +15,100 New
DILIC
482
Dai-ichi Life Insurance Company
Japan
$1.58M +$1.1M +10,773 +256%
YLHM
483
Yelin Lapidot Holdings Management
Israel
$1.56M
PAS
484
Park Avenue Securities
New York
$1.56M +$345K +3,385 +30%
RJT
485
Raymond James Trust
Florida
$1.56M -$229K -2,247 -13%
PAG
486
Private Advisor Group
New Jersey
$1.55M +$46.6K +458 +3%
Assenagon Asset Management
487
Assenagon Asset Management
Luxembourg
$1.51M -$5.21M -51,164 -78%
WKWM
488
Walter & Keenan Wealth Management
Indiana
$1.51M
EIP
489
Epoch Investment Partners
New York
$1.49M +$561K +5,507 +64%
LFAS
490
Level Four Advisory Services
Texas
$1.49M +$25.5K +250 +2%
AO
491
Advisor OS
Illinois
$1.48M +$314K +3,086 +28%
GPGA
492
Grandeur Peak Global Advisors
Utah
$1.47M +$1.43M +14,013 New
MFG
493
Mosaic Financial Group
Illinois
$1.47M +$713K +7,000 +100%
ACA
494
Atlas Capital Advisors
Wyoming
$1.47M -$204K -2,008 -13%
FNBSF
495
First National Bank Sioux Falls
South Dakota
$1.46M
DWM
496
Dakota Wealth Management
Florida
$1.45M +$176K +1,725 +14%
IMCOOI
497
Investment Management Corp of Ontario (IMCO)
Canada
$1.45M +$458K +4,500 +48%
CIA
498
Choate Investment Advisors
Massachusetts
$1.44M
CT
499
Coastline Trust
Rhode Island
$1.44M +$1.4M +13,719 New
SFA
500
Sequoia Financial Advisors
Ohio
$1.43M -$14K -138 -1%

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.