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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
SHGA
851
Sand Hill Global Advisors
California
$256K -$4.99K -49 -2%
HCP
852
Hexagon Capital Partners
Arkansas
$255K +$102 +1 +0%
FHA
853
Flagship Harbor Advisors
Massachusetts
$254K -$3.26K -32 -1%
SC
854
Scotia Capital
Ontario, Canada
$254K +$13K +128 +6%
DOA
855
D'Orazio & Associates
Virginia
$254K +$1.93K +19 +0.8%
OP
856
ORG Partners
Indiana
$253K +$246K +2,421 New
HTC
857
Haverford Trust Company
Pennsylvania
$253K +$6.92K +68 +3%
BPC
858
Banque Pictet & Cie
Switzerland
$253K
JFG
859
Jefferies Financial Group
New York
$251K
CCA
860
Catalyst Capital Advisors
New York
$250K +$221K +2,170 +1,033%
CHA
861
Carmichael Hill & Associates
Maryland
$249K -$102K -1,001 -30%
RIA
862
Realta Investment Advisors
Delaware
$249K -$65.2K -640 -21%
CCM
863
Coldstream Capital Management
Washington
$248K -$26.4K -259 -10%
LP
864
LGL Partners
Pennsylvania
$246K +$238K +2,340 New
FNT
865
First National Trust
Pennsylvania
$246K -$3.46K -34 -1%
DWM
866
Drive Wealth Management
Utah
$243K +$7.43K +73 +3%
TAM
867
Tocqueville Asset Management
New York
$243K +$235K +2,310 New
SW
868
SteelPeak Wealth
California
$242K -$16.7K -164 -7%
EMAM
869
Encompass More Asset Management
California
$242K +$234K +2,297 New
PTCG
870
Pring Turner Capital Group
California
$240K
SIM
871
Stratos Investment Management
Ohio
$240K +$3.16K +31 +1%
FRA
872
Frank Rimerman Advisors
California
$238K +$230K +2,260 New
GBA
873
Garrison Bradford & Associates
New York
$237K
APP
874
Avantax Planning Partners
Iowa
$233K -$119K -1,166 -34%
SQA
875
Simon Quick Advisors
New Jersey
$231K -$328K -3,220 -59%

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.