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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
GA
726
Gateway Advisory
New Jersey
$446K -$22K -216 -5%
PPWP
727
Premier Path Wealth Partners
New Jersey
$445K +$10.1K +99 +2%
MA
728
MONECO Advisors
Connecticut
$445K -$5.09K -50 -1%
FL
729
FreeGulliver LLC
Louisiana
$445K +$102 +1 +0%
P8IP
730
Pier 88 Investment Partners
California
$442K -$1.47M -14,400 -77%
KA
731
Kovack Advisors
Florida
$439K -$8.55K -84 -2%
WPW
732
Watershed Private Wealth
Illinois
$437K
CWP
733
Concord Wealth Partners
Virginia
$435K +$1.12K +11 +0.3%
AWM
734
Avior Wealth Management
Nebraska
$431K -$41.6K -409 -9%
TCWM
735
Total Clarity Wealth Management
Illinois
$427K
HNB
736
Huntington National Bank
Ohio
$427K +$63.5K +624 +18%
VFA
737
Valeo Financial Advisors
Indiana
$426K +$34.7K +341 +9%
FSA
738
Fort Sheridan Advisors
Illinois
$424K -$15.6K -153 -4%
KCPG
739
Kavar Capital Partners Group
Kansas
$423K
DBIA
740
Dumont & Blake Investment Advisors
New Jersey
$421K +$204K +2,000 +100%
RFA
741
Register Financial Advisors
Georgia
$420K +$204 +2 +0.1%
IAS
742
Insigneo Advisory Services
Florida
$420K +$403K +3,955 New
AWA
743
Arkadios Wealth Advisors
Georgia
$416K -$6.01K -59 -1%
SCM
744
Shelton Capital Management
Colorado
$415K +$401K +3,943 New
AAS
745
Ameritas Advisory Services
Nebraska
$415K +$26.5K +260 +7%
OA
746
Operose Advisors
Wisconsin
$413K
TWM
747
Tradition Wealth Management
Minnesota
$412K +$12.2K +120 +3%
GT
748
Greenleaf Trust
Michigan
$407K +$13K +128 +3%
CWM
749
Calamos Wealth Management
Illinois
$406K -$68.3K -671 -15%
KAM
750
Knightsbridge Asset Management
California
$404K -$16.9K -166 -4%

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.