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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
AF
826
Allworth Financial
California
$286K +$147K +1,441 +138%
AC
827
Allstate Corporation
Illinois
$285K
EWM
828
Evercore Wealth Management
New York
$285K -$5.6K -55 -2%
PAM
829
Paradigm Asset Management
New York
$285K -$560K -5,500 -67%
MFA
830
Mayflower Financial Advisors
Massachusetts
$282K -$35K -344 -11%
WTB
831
Washington Trust Bank
Washington
$278K
HFS
832
Hantz Financial Services
Michigan
$277K -$40.4K -397 -13%
AMBIA
833
Allen Mooney & Barnes Investment Advisors
Georgia
$277K
MC
834
Middleton & Co
Massachusetts
$276K
BTI
835
Blue Trust Inc
Georgia
$273K +$80K +786 +41%
KFGK
836
Keystone Financial Group (Kentucky)
Kentucky
$272K +$7.84K +77 +3%
AAP
837
Arax Advisory Partners
Colorado
$271K +$20K +196 +8%
TFM
838
TFC Financial Management
Massachusetts
$268K -$305 -3 -0.1%
BI
839
Ballast Inc
Kentucky
$265K +$1.63K +16 +0.6%
SAM
840
Silvercrest Asset Management
New York
$264K
SEIA
841
Signature Estate & Investment Advisors
California
$263K +$255K +2,501 New
WAM
842
Wallington Asset Management
Indiana
$263K
CCA
843
Childress Capital Advisors
Texas
$262K +$1.53K +15 +0.6%
QC
844
QCM Cayman
Texas
$259K +$251K +2,465 New
VFO
845
Virtus Family Office
Texas
$259K -$28.2K -277 -10%
CPWM
846
Cypress Point Wealth Management
Texas
$259K +$1.02K +10 +0.4%
MYIA
847
Mount Yale Investment Advisors
Colorado
$258K -$1.73K -17 -0.7%
IGAM
848
iA Global Asset Management
Quebec, Canada
$257K -$20.4K -200 -8%
UB
849
UMB Bank
Missouri
$256K +$21.6K +212 +10%
FWM
850
FFT Wealth Management
Pennsylvania
$256K +$248K +2,433 New

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.