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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
BFM
676
Boothbay Fund Management
New York
$557K -$2.59M -25,434 -83%
PFS
677
Prospera Financial Services
Texas
$555K +$98.3K +966 +22%
SWA
678
Stratos Wealth Advisors
Ohio
$555K -$96.8K -951 -15%
BTWM
679
Baker Tilly Wealth Management
Wisconsin
$552K +$10.8K +106 +2%
MG
680
Marex Group
$549K +$531K +5,218 New
LSA
681
Leonteq Securities AG
Switzerland
$545K +$83.9K +824 +19%
GAM
682
Guinness Asset Management
United Kingdom
$544K -$75.2K -739 -13%
BP
683
BNP Paribas
France
$542K +$30.5K +300 +6%
NI
684
NFC Investments
Tennessee
$541K
HKAM
685
Horizon Kinetics Asset Management
New York
$532K
FA
686
Fountainhead AM
New Jersey
$531K
TA
687
TFB Advisors
Kansas
$530K +$41.9K +412 +9%
DS
688
DRW Securities
Illinois
$529K -$2.58M -25,369 -83%
VAS
689
Vestmark Advisory Solutions
Massachusetts
$528K +$220K +2,165 +76%
CSPIA
690
Cary Street Partners Investment Advisory
Virginia
$523K -$22.3K -219 -4%
GT
691
Glenview Trust
Kentucky
$521K +$162K +1,590 +47%
CWC
692
Carolinas Wealth Consulting
North Carolina
$516K -$3.26K -32 -0.6%
TC
693
TradeLink Capital
Illinois
$516K +$499K +4,900 New
SIC
694
Samalin Investment Counsel
New York
$515K -$45.1K -443 -8%
MWM
695
MGB Wealth Management
Texas
$515K +$15.3K +150 +3%
OIS
696
Okabena Investment Services
Minnesota
$511K -$1.17M -11,469 -70%
EIA
697
Edgemoor Investment Advisors
Maryland
$509K
EA
698
Emerald Advisers
Pennsylvania
$509K +$492K +4,836 New
PCIA
699
Prime Capital Investment Advisors
Kansas
$506K -$1.61M -15,818 -77%
DSC
700
Duncker Streett & Co
Missouri
$505K

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.