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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
EAM
751
Eschler Asset Management
United Kingdom
$401K
AL
752
ADE LLC
Maryland
$400K
HCP
753
Hardin Capital Partners
South Carolina
$400K +$387K +3,800 New
TC
754
TAGStone Capital
North Carolina
$396K +$611 +6 +0.2%
RFA
755
Resurgent Financial Advisors
Georgia
$396K +$305 +3 +0.1%
SIM
756
SSI Investment Management
California
$390K -$509 -5 -0.1%
LA
757
Legacy Advisors
Pennsylvania
$385K -$488K -4,791 -57%
WBC
758
Westpac Banking Corp
Australia
$382K +$234K +2,303 +174%
EI
759
Ethic Inc
New York
$382K -$58.4K -574 -14%
HWA
760
HHM Wealth Advisors
Tennessee
$380K +$225K +2,209 +158%
STA
761
Summit Trail Advisors
New York
$380K -$232K -2,275 -39%
SP
762
Symmetry Partners
Connecticut
$379K
CCA
763
Clearwater Capital Advisors
Illinois
$378K -$26.9K -264 -7%
TCOK
764
Trust Company of Kansas
Kansas
$378K +$366K +3,593 New
PGFC
765
Peapack-Gladstone Financial Corp
New Jersey
$377K -$2.54K -25 -0.7%
LWL
766
Leo Wealth LLC
Texas
$376K +$509 +5 +0.1%
NCFG
767
New Century Financial Group
New Jersey
$376K +$364K +3,573 New
LMKC
768
L.M. Kohn & Company
Ohio
$376K -$7.43K -73 -2%
AFG
769
Atomi Financial Group
New York
$376K +$151K +1,485 +71%
PAM
770
Panagora Asset Management
Massachusetts
$375K -$21.2K -208 -6%
CNBTD
771
Citizens National Bank Trust Department
Mississippi
$374K
GWM
772
Gitterman Wealth Management
New Jersey
$374K
JF
773
Jump Financial
Illinois
$373K -$2.34M -22,956 -87%
LIM
774
Leavell Investment Management
Alabama
$369K +$357K +3,502 New
HCM
775
Hodges Capital Management
Texas
$369K -$1.12K -11 -0.3%

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.