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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
HI
576
Horizon Investments
North Carolina
$956K +$925K +9,084 New
PCM
577
Prelude Capital Management
New York
$950K +$491K +4,825 +115%
SWM
578
Segment Wealth Management
Texas
$931K
CNBT
579
Canandaigua National Bank & Trust
New York
$929K -$80.1K -787 -8%
CPBTD
580
Central Pacific Bank - Trust Division
Hawaii
$923K +$893K +8,775 New
VEA
581
Virtus ETF Advisers
New York
$923K -$25K -246 -3%
QI
582
Qtron Investments
Massachusetts
$916K
FG
583
Fiduciary Group
Georgia
$916K
GP
584
Gridiron Partners
Pennsylvania
$907K
EGA
585
E&G Advisors
Texas
$905K -$2.65K -26 -0.3%
DLA
586
Douglas Lane & Associates
New York
$904K
MYAM
587
Meiji Yasuda Asset Management
Japan
$904K +$51.9K +510 +6%
LA
588
LBP AM
France
$902K -$67.2K -660 -7%
DADC
589
D.A. Davidson & Co
Montana
$897K -$4.88M -47,948 -85%
SSW
590
Smith Shellnut Wilson
Mississippi
$895K
FFM
591
Forum Financial Management
Illinois
$889K
PCM
592
Penserra Capital Management
California
$887K +$313K +3,077 +58%
Carson Wealth (CWM LLC)
593
Carson Wealth (CWM LLC)
Nebraska
$886K +$64.2K +631 +8%
TCA
594
Transcend Capital Advisors
New Jersey
$876K +$68.9K +677 +9%
DC
595
Dantai Capital
Hong Kong
$873K -$838K -8,235 -50%
HMS
596
Hanseatic Management Services
New Mexico
$863K +$13.9K +137 +2%
AAIS
597
ABN AMRO Investment Solutions
$859K +$560K +5,496 +206%
SF
598
Synovus Financial
Georgia
$858K +$3.16K +31 +0.4%
GWMIA
599
Global Wealth Management Investment Advisory
Florida
$855K +$1.93K +19 +0.2%
Lido Advisors
600
Lido Advisors
California
$851K +$307K +3,013 +59%

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.