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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
C
926
Covestor
United Kingdom
$155K +$713 +7 +0.5%
EMFAT
927
Emerald Mutual Fund Advisers Trust
Pennsylvania
$152K +$147K +1,444 New
QL
928
Quarry LP
New York
$146K +$128K +1,254 +915%
SAS
929
Stelac Advisory Services
New York
$145K
LS
930
Livforsakringsbolaget Skandia
Sweden
$143K
BBHC
931
Brown Brothers Harriman & Co
New York
$138K
MHR
932
Matthew Hamilton Rosenberg
$136K -$6.52K -64 -5%
SC
933
Steph & Co
Wisconsin
$127K +$1.22K +12 +1%
TCOV
934
Trust Company of Vermont
Vermont
$126K +$20.4K +200 +20%
HCM
935
Hollencrest Capital Management
California
$125K -$5.09K -50 -4%
PFBT
936
Parkside Financial Bank & Trust
Missouri
$124K -$16.4K -161 -12%
IWA
937
Icon Wealth Advisors
Texas
$115K +$95.1K +934 New
EWP
938
Elevation Wealth Partners
California
$108K
QCG
939
Quadrant Capital Group
Ohio
$106K +$2.34K +23 +2%
O
940
Ossiam
France
$105K -$10M -98,469 -99%
M
941
MOTCO
Texas
$105K
NBT
942
Northwest Bank & Trust
Iowa
$105K
RAM
943
Ramirez Asset Management
New York
$105K
DAM
944
Delta Asset Management
Tennessee
$104K
PCTC
945
Perkins Coie Trust Company
Washington
$104K
SIS
946
Sound Income Strategies
Florida
$103K +$102 +1 +0.1%
LI
947
LRI Investments
Florida
$96.7K +$93.6K +919 New
PTC
948
Private Trust Company
Ohio
$94.6K -$39.4K -387 -30%
NB
949
NBT Bank
New York
$90.5K
CPG
950
Cornerstone Planning Group
New Jersey
$90K +$84.9K +834 +6,415%

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.