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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
OAM
801
Ostrum Asset Management
France
$317K -$23.9K -235 -7%
KWM
802
Kolinsky Wealth Management
New Jersey
$316K +$306K +3,003 New
CCA
803
Cadent Capital Advisors
Oklahoma
$316K
WSC
804
Wellington Shields & Co
New York
$316K
CFM
805
Catalyst Funds Management
Australia
$316K +$305K +3,000 New
ECM
806
Evergreen Capital Management
Washington
$315K +$18.4K +181 +6%
AGC
807
Aspen Grove Capital
Colorado
$313K -$32.1K -315 -10%
XF
808
XML Financial
Maryland
$313K +$102 +1 +0%
GRP
809
Global Retirement Partners
California
$310K +$4.28K +42 +1%
IWC
810
Integrated Wealth Concepts
Massachusetts
$309K +$39.9K +392 +15%
NCM
811
Northside Capital Management
Oregon
$306K
NFSG
812
Newbridge Financial Services Group
Florida
$305K +$31.7K +311 +12%
JFGIW
813
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$304K +$183K +1,801 +166%
CA
814
Cornerstone Advisory
Maryland
$304K -$20.4K -200 -6%
MA
815
Montag & Associates
Georgia
$303K +$611 +6 +0.2%
C
816
Certuity
Florida
$303K +$2.04K +20 +0.7%
CPW
817
Catalyst Private Wealth
California
$302K +$292K +2,869 New
LFASL
818
Lugano Financial Advisors SA (LFA)
Switzerland
$300K
MIS
819
Morningstar Investment Services
Illinois
$299K +$55.9K +549 +24%
MCWA
820
Meadow Creek Wealth Advisors
Georgia
$299K +$18K +177 +7%
WT
821
Whittier Trust
California
$298K +$44.7K +439 +18%
BEI
822
Benjamin Edwards Inc
Missouri
$292K +$16.6K +163 +6%
TFA
823
Toth Financial Advisory
Virginia
$289K +$280K +2,750 New
FCH
824
Freestone Capital Holdings
Washington
$287K +$278K +2,730 New
NB
825
Northwest Bancshares
Pennsylvania
$287K

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.