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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
VWA
651
Visionary Wealth Advisors
Illinois
$677K
SDWIA
652
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$675K
SPC
653
Sigma Planning Corp
Michigan
$674K +$5.91K +58 +0.9%
ONB
654
Old National Bancorp
Indiana
$673K -$24.6K -242 -4%
DI
655
Diligent Investors
California
$663K -$29.5K -290 -4%
WF
656
Welch & Forbes
Massachusetts
$660K -$2.54K -25 -0.4%
HAG
657
HighPoint Advisor Group
Illinois
$659K +$66.3K +651 +13%
MGWM
658
Marks Group Wealth Management
Minnesota
$651K -$79.8K -784 -11%
KI
659
Keystone Investors
Singapore
$640K +$158K +1,553 +34%
SPC
660
Spirepoint Private Client
Florida
$631K -$13.4K -132 -2%
SF
661
Summit Financial
New Jersey
$630K +$262K +2,575 +75%
EGM
662
Engineers Gate Manager
New York
$623K -$2.36M -23,198 -80%
DTL
663
Dynamic Technology Lab
Singapore
$622K +$398K +3,909 +195%
FCP
664
Fidelis Capital Partners
Florida
$621K -$141K -1,385 -20%
GLA
665
Good Life Advisors
Pennsylvania
$600K +$3.05K +30 +0.5%
CW
666
CIC Wealth
Maryland
$598K -$20.4K -200 -3%
ZB
667
Zions Bancorporation
Utah
$593K +$259K +2,542 +82%
Connor, Clark & Lunn Investment Management (CC&L)
668
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$593K +$146K +1,435 +34%
KIA
669
KCM Investment Advisors
California
$593K
FH
670
FWG Holdings
Florida
$592K +$39.2K +385 +8%
CIA
671
Concurrent Investment Advisors
Florida
$584K -$500K -4,909 -47%
CIC
672
Carnegie Investment Counsel
Ohio
$579K -$26.4K -259 -4%
Acadian Asset Management
673
Acadian Asset Management
Massachusetts
$576K -$965K -9,480 -63%
BCWM
674
Bartlett & Co Wealth Management
Ohio
$568K
9WM
675
9258 Wealth Management
Ohio
$561K -$32.1K -315 -6%

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.