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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
PFA
501
Professional Financial Advisors
Nebraska
$1.43M +$20.7K +203 +2%
VCM
502
Virtue Capital Management
Tennessee
$1.42M +$45K +442 +4%
LCWP
503
Legacy Capital Wealth Partners
Arkansas
$1.42M +$1.38M +13,536 New
DWAM
504
Duncan Williams Asset Management
Tennessee
$1.42M -$18.2K -179 -1%
IAA
505
Independent Advisor Alliance
North Carolina
$1.42M +$23.5K +231 +2%
GIM
506
Guardian Investment Management
California
$1.41M -$7.64K -75 -0.6%
Capstone Investment Advisors
507
Capstone Investment Advisors
New York
$1.4M +$1.1M +10,772 +429%
Fidelity International
508
Fidelity International
Bermuda
$1.39M
RGI
509
River Global Investors
United Kingdom
$1.39M -$26.4K -259 -2%
ZIMP
510
Zimmermann Investment Management & Planning
Pennsylvania
$1.38M +$94.9K +932 +8%
RSWM
511
Robertson Stephens Wealth Management
California
$1.38M -$66.5K -653 -5%
CB
512
Commerce Bank
Missouri
$1.37M +$53.7K +527 +4%
NIM
513
Northeast Investment Management
Massachusetts
$1.35M +$102K +1,000 +8%
LNWWM
514
Laird Norton Wetherby Wealth Management
California
$1.34M -$1.32K -13 -0.1%
IWM
515
IHT Wealth Management
Illinois
$1.33M -$11.1K -109 -0.9%
BFS
516
Bradley Foster & Sargent
Connecticut
$1.33M +$200K +1,963 +18%
NW
517
NewEdge Wealth
Pennsylvania
$1.33M +$4.17K +41 +0.3%
AAS
518
Avantax Advisory Services
Texas
$1.32M +$918K +9,019 +256%
FPCG
519
Fort Pitt Capital Group
Pennsylvania
$1.3M +$2.04K +20 +0.2%
VI
520
Vestcor Inc
New Brunswick, Canada
$1.3M -$1.45M -14,242 -54%
DCM
521
Driehaus Capital Management
Illinois
$1.28M +$249K +2,450 +25%
GS
522
GTS Securities
New York
$1.27M +$1.23M +12,086 New
GT
523
Glenmede Trust
Pennsylvania
$1.27M -$2.15M -21,092 -64%
JJBC
524
James J. Burns & Company
New York
$1.27M +$1.23M +12,033 New
EPA
525
Element Pointe Advisors
Florida
$1.26M

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.