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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
QCM
526
Quantinno Capital Management
New York
$1.26M +$559K +5,494 +85%
ASN
527
Advisory Services Network
Georgia
$1.26M -$64.1K -630 -5%
HCMT
528
Highland Capital Management (Tennessee)
Tennessee
$1.25M -$241K -2,363 -17%
KeyBank National Association
529
KeyBank National Association
Ohio
$1.25M -$72.8K -715 -6%
HCA
530
Harbor Capital Advisors
Illinois
$1.25M +$2.54K +25 +0.2%
LOAMS
531
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.23M +$382K +3,748 +47%
GC
532
Gilbert & Cook
Iowa
$1.21M -$180K -1,766 -13%
SWM
533
Spire Wealth Management
Virginia
$1.19M -$57.7K -567 -5%
FFA
534
Farther Finance Advisors
California
$1.19M +$352K +3,458 +44%
SCM
535
Silvant Capital Management
Georgia
$1.18M
OAM
536
Oppenheimer Asset Management
New York
$1.18M +$1.14M +11,238 New
CWM
537
Chemistry Wealth Management
New York
$1.18M +$21.5K +211 +2%
FMN
538
Financial Management Network
California
$1.18M +$59.8K +587 +6%
PP
539
Prudential plc
United Kingdom
$1.17M +$264K +2,590 +30%
MCM
540
MAI Capital Management
Ohio
$1.15M +$22.5K +221 +2%
SW
541
SVB Wealth
Massachusetts
$1.15M +$1.43K +14 +0.1%
DC
542
Davenport & Co
Virginia
$1.15M -$7.64K -75 -0.7%
TWM
543
Trueblood Wealth Management
Ohio
$1.14M -$1.63K -16 -0.1%
IMRF
544
Illinois Municipal Retirement Fund
Illinois
$1.13M
Balyasny Asset Management
545
Balyasny Asset Management
Illinois
$1.12M -$70.8M -695,599 -98%
OIA
546
OneDigital Investment Advisors
Kansas
$1.12M +$581K +5,711 +116%
ZF
547
Zhang Financial
Michigan
$1.12M +$72.4K +711 +7%
HHGC
548
Hunting Hill Global Capital
New York
$1.1M
WAP
549
Wealthcare Advisory Partners
Pennsylvania
$1.09M +$1.73K +17 +0.2%
WWM
550
Western Wealth Management
Colorado
$1.09M

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.