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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
CG
776
Caprock Group
Idaho
$364K +$99.6K +978 +39%
AWM
777
Axxcess Wealth Management
California
$363K -$28.8K -283 -8%
SS
778
Sunbelt Securities
Texas
$362K +$119K +1,169 +51%
MHS
779
M Holdings Securities
Oregon
$360K +$348K +3,420 New
ESB
780
Essex Savings Bank
Connecticut
$360K -$65.1K -639 -16%
FFO
781
Fiduciary Family Office
Florida
$360K
JIC
782
Johnson Investment Counsel
Ohio
$355K +$407 +4 +0.1%
BW
783
Bison Wealth
Georgia
$354K
ATC
784
Argent Trust Co
Tennessee
$346K +$25.8K +253 +8%
CWS
785
Cypress Wealth Services
California
$343K +$6.11K +60 +2%
MCM
786
Manchester Capital Management
Vermont
$342K +$305 +3 +0.1%
DWT
787
Dorsey & Whitney Trust
South Dakota
$342K -$1.12K -11 -0.3%
SSA
788
Schonfeld Strategic Advisors
New York
$342K -$16M -157,404 -98%
USCWA
789
U.S. Capital Wealth Advisors
Texas
$340K +$17.2K +169 +6%
AWA
790
Aaron Wealth Advisors
Illinois
$340K +$59.8K +587 +22%
SFG
791
Sovereign Financial Group
Connecticut
$340K +$4.79K +47 +1%
AC
792
Apella Capital
Connecticut
$339K +$1.93K +19 +0.6%
MTWM
793
Masso Torrence Wealth Management
New Jersey
$333K +$102 +1 +0%
Walleye Trading
794
Walleye Trading
New York
$333K -$564K -5,536 -64%
WPC
795
Wedmont Private Capital
Pennsylvania
$332K +$74.6K +733 +32%
FHA
796
First Horizon Advisors
Tennessee
$329K -$125K -1,226 -28%
MCM
797
Mainstay Capital Management
Michigan
$322K +$1.12K +11 +0.4%
IAIM
798
International Assets Investment Management
Florida
$319K +$74.1K +728 +32%
TNBTD
799
Trustmark National Bank Trust Department
Mississippi
$318K +$1.43K +14 +0.5%
DCM
800
Dudley Capital Management
Virginia
$317K +$1.53K +15 +0.5%

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.