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KKR & Co

1,173 hedge funds and large institutions have $69.4B invested in KKR & Co in 2024 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 461 increasing their positions, 359 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 67

28% more repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 359

23% more capital invested

Capital invested by funds: $56.5B → $69.4B (+$12.9B)

10% more funds holding

Funds holding: 1,0711,173 (+102)

6% more call options, than puts

Call options by funds: $695M | Put options by funds: $656M

0.62% less ownership

Funds ownership: 60.55%59.92% (-0.62%)

7% less funds holding in top 10

Funds holding in top 10: 4239 (-3)

Holders
1,173
Holders Change
+102
Holders Change %
+9.52%
% of All Funds
16.84%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.56%
New
176
Increased
461
Reduced
359
Closed
67
Calls
$695M
Puts
$656M
Net Calls
+$39.3M
Net Calls Change
-$152M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1001
Dynasty Wealth Management
Florida
$208K +$188K +1,589 New
RFN
1002
Redwood Financial Network
Ohio
$205K +$186K +1,573 New
MLL
1003
Moody Lynn & Lieberson
Massachusetts
$205K +$186K +1,571 New
SC
1004
Savant Capital
Illinois
$205K +$186K +1,570 New
BBA
1005
BLB&B Advisors
Pennsylvania
$204K +$185K +1,560 New
CAG
1006
Csenge Advisory Group
Florida
$204K +$178K +1,502 New
LWM
1007
Lodestone Wealth Management
Washington
$203K +$184K +1,554 New
AT
1008
American Trust
Kentucky
$202K +$183K +1,549 New
OA
1009
Oxbow Advisors
Texas
$201K +$182K +1,540 New
MHR
1010
Matthew Hamilton Rosenberg
$194K +$21.5K +182 +14%
QCG
1011
Quadrant Capital Group
Ohio
$190K +$53.1K +449 +45%
EMFAT
1012
Emerald Mutual Fund Advisers Trust
Pennsylvania
$189K
C
1013
Covestor
United Kingdom
$179K -$12.2K -103 -7%
SAM
1014
Smartleaf Asset Management
Massachusetts
$177K +$103K +874 +188%
BBHC
1015
Brown Brothers Harriman & Co
New York
$171K
CH
1016
Cromwell Holdings
Wyoming
$168K +$68.6K +580 +83%
HI
1017
Hoey Investments
Pennsylvania
$165K
IWA
1018
Icon Wealth Advisors
Texas
$162K +$36.2K +306 +33%
PFBT
1019
Parkside Financial Bank & Trust
Missouri
$159K +$4.85K +41 +3%
TCOV
1020
Trust Company of Vermont
Vermont
$157K
BIG
1021
Brooklyn Investment Group
New York
$152K +$138K +1,164 New
LI
1022
LRI Investments
Florida
$152K +$10.8K +91 +10%
SC
1023
Steph & Co
Wisconsin
$152K -$5.09K -43 -4%
PMFA
1024
Plante Moran Financial Advisors
Michigan
$145K +$131K +1,107 New
HI
1025
Harbour Investments
Wisconsin
$139K +$101K +854 +409%

KKR Hedge Fund Activity: Q3 2024 in Review

1,173 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2024, worth a combined $69.4B — up 23% from $56.5B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new KKR positions and 67 closed out — a net gain of 109 holders — while 461 added to existing stakes and 359 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $440M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $572M.

  • 1,173 institutional investors held KKR & Co (KKR) as of Q3 2024, up from 1,071 in Q2 2024.
  • Funds reported $69.4B of KKR & Co stock for Q3 2024, up 23% quarter-over-quarter.
  • 176 funds opened new KKR & Co positions in Q3 2024 and 67 closed out, a net change of +109 holders.
  • The largest KKR & Co buyer in Q3 2024 was JP Morgan Chase, an estimated $440M added.
  • The largest KKR & Co seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $572M sold.

Based on aggregated 13F filings for Q3 2024.