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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
DWA
901
Douglass Winthrop Advisors
New York
$210K
GFL
902
Granite FO LLC
New Hampshire
$210K
HA
903
Harbor Advisors
Florida
$210K
SYBT
904
Stock Yards Bank & Trust
Kentucky
$210K
WSCM
905
Wellington Shields Capital Management
New York
$210K
MWM
906
Modera Wealth Management
New Jersey
$209K +$202K +1,983 New
ECG
907
Edge Capital Group
Georgia
$208K -$53.4K -525 -21%
DJSG
908
D.J. St. Germain
Massachusetts
$208K -$1.02K -10 -0.5%
CAM
909
Cidel Asset Management
Ontario, Canada
$205K -$28.4K -279 -13%
ATPW
910
Ashton Thomas Private Wealth
Arizona
$205K +$198K +1,945 New
BC
911
Bridgefront Capital
Texas
$201K -$211K -2,076 -52%
BP
912
Ballentine Partners
Massachusetts
$201K +$194K +1,907 New
AA
913
Alta Advisers
United Kingdom
$200K
MCM
914
MidAtlantic Capital Management
Virginia
$200K
GWSG
915
GPS Wealth Strategies Group
Colorado
$199K
WTC
916
WhitTier Trust Company
Nevada
$195K +$76.9K +755 +69%
LIA
917
Lynx Investment Advisory
District of Columbia
$194K +$188K +1,845 New
BWL
918
Bogart Wealth LLC
Virginia
$188K +$8.86K +87 +5%
HIA
919
Harbor Investment Advisory
Maryland
$186K +$179K +1,763 New
WB
920
Webster Bank
Connecticut
$183K -$1.22K -12 -0.7%
GM
921
GeoWealth Management
Illinois
$180K +$9.57K +94 +6%
TVWM
922
Tower View Wealth Management
Wisconsin
$172K +$305 +3 +0.2%
LC
923
Lindbrook Capital
California
$167K +$27.3K +268 +20%
HI
924
Hoey Investments
Pennsylvania
$165K
VNA
925
Valley National Advisers
Pennsylvania
$160K +$24.7K +243 +19%

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.