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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
TW
701
TrinityPoint Wealth
Connecticut
$504K -$3.56K -35 -0.7%
SM
702
Sweeney & Michel
California
$499K +$713 +7 +0.1%
FC
703
Fusion Capital
South Carolina
$496K +$713 +7 +0.1%
AFS
704
Aft Forsyth & Sober
Florida
$495K
EB
705
Emprise Bank
Kansas
$493K
CAG
706
Crestwood Advisors Group
Massachusetts
$490K +$9.57K +94 +2%
ICM
707
Islay Capital Management
Texas
$490K -$22.9K -225 -5%
MLM
708
Mount Lucas Management
Pennsylvania
$485K +$469K +4,604 New
JEST
709
JTC Employer Solutions Trustee
Jersey
$479K -$669K -6,575 -59%
OTL
710
Oak Thistle LLC
New York
$478K +$462K +4,538 New
FM
711
Family Management
New York
$478K
KP
712
Keel Point
Alabama
$476K +$28.6K +281 +7%
AWM
713
Apollon Wealth Management
South Carolina
$475K -$12.9K -127 -3%
ET
714
Entropy Technologies
New York
$475K -$1.68M -16,513 -79%
BIM
715
Baldwin Investment Management
Pennsylvania
$474K
SDWMA
716
Schneider Downs Wealth Management Advisors
Pennsylvania
$474K
FCCM
717
First City Capital Management
Georgia
$473K -$25.9K -254 -5%
DIA
718
Dana Investment Advisors
Wisconsin
$473K +$1.53K +15 +0.3%
LSAG
719
Lake Street Advisors Group
New Hampshire
$473K -$75.3K -740 -14%
RFN
720
RDA Financial Network
Iowa
$467K -$9.26K -91 -2%
Parallax Volatility Advisers
721
Parallax Volatility Advisers
California
$467K +$132K +1,295 +41%
EWA
722
EP Wealth Advisors
California
$452K +$13.1K +129 +3%
SWP
723
Stratos Wealth Partners
Ohio
$451K +$13.9K +137 +3%
VVP
724
Venture Visionary Partners
Ohio
$450K +$23.6K +232 +6%
I
725
InceptionR
California
$446K -$554K -5,437 -56%

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.