We are live on ! Find out more
KKR icon

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
DAS
626
Dynamic Advisor Solutions
Arizona
$746K -$29.2K -287 -4%
OWP
627
Obermeyer Wealth Partners
Colorado
$746K
AIP
628
Ameritas Investment Partners
Nebraska
$737K +$713K +7,004 New
LW
629
Linscomb Wealth
Texas
$737K
Vontobel Holding
630
Vontobel Holding
Switzerland
$735K +$17.2K +169 +2%
IIC
631
Integrated Investment Consultants
Michigan
$735K
S
632
SignatureFD
Georgia
$732K +$46.8K +460 +7%
FWP
633
Firethorn Wealth Partners
Georgia
$730K -$46.3K -455 -6%
CI
634
Cigna Investments
Connecticut
$729K +$4.07K +40 +0.6%
VPIM
635
Vanguard Personalized Indexing Management
California
$727K +$187K +1,841 +36%
SAG
636
SageView Advisory Group
California
$723K +$700K +6,871 New
IFG
637
Independent Financial Group
California
$723K +$699K +6,866 New
GSEP
638
Golden State Equity Partners
California
$719K +$696K +6,835 New
AC
639
ASB Consultores
Florida
$716K -$324K -3,184 -32%
OCM
640
One Capital Management
California
$715K +$691K +6,792 New
CIS
641
Capital International Sarl
California
$714K +$690K +6,780 New
DT
642
Diversified Trust
Tennessee
$712K -$113K -1,108 -14%
MSAM
643
Moloney Securities Asset Management
Missouri
$705K -$25.9K -254 -4%
MFG
644
Merit Financial Group
Georgia
$702K -$17.4K -171 -2%
DM
645
Deerfield Management
New York
$691K +$174K +1,710 +35%
FBT
646
First Bank & Trust
South Dakota
$688K +$10.6K +104 +2%
PSP
647
Principal Street Partners
Tennessee
$687K -$14.4K -141 -2%
PWP
648
Principle Wealth Partners
Connecticut
$686K +$2.04K +20 +0.3%
WCA
649
Westover Capital Advisors
Delaware
$680K +$658K +6,465 New
CC
650
Centiva Capital
New York
$679K -$215K -2,109 -25%

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.