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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
S
1026
Sachetta
Massachusetts
$10.3K +$6.41K +63 +274%
CFGS
1027
Concourse Financial Group Securities
Alabama
$10.1K +$4.79K +47 +96%
BCMLT
1028
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.07K
GBT
1029
Grove Bank & Trust
Florida
$8.84K
CAL
1030
Capital Advisors Ltd
Ohio
$8K -$509 -5 -6%
CA
1031
CoreCap Advisors
Michigan
$7.58K +$6.52K +64 +800%
CT
1032
Colonial Trust
South Carolina
$7.5K +$814 +8 +13%
FG
1033
Fairman Group
Pennsylvania
$6.95K
MCM
1034
MV Capital Management
Maryland
$6.74K +$3.56K +35 +121%
ETC
1035
Exchange Traded Concepts
Oklahoma
$6.42K -$268K -2,629 -98%
BAM
1036
Bellevue Asset Management
Washington
$6.31K -$204 -2 -3%
SC
1037
Stephens Consulting
Michigan
$6.21K +$6.01K +59 New
FMP
1038
Financial Management Professionals
Texas
$6K
PWMG
1039
Private Wealth Management Group
New Jersey
$5.58K -$102 -1 -2%
SIC
1040
Salem Investment Counselors
North Carolina
$5.37K
WWM
1041
Wolff Wiese Magana
California
$5.37K +$1.53K +15 +42%
PCFFS
1042
Pacific Center for Financial Services
California
$4.95K
PPC
1043
Park Place Capital
Alabama
$4.95K
BIA
1044
Bell Investment Advisors
California
$4.84K
RWA
1045
Redmont Wealth Advisors
Illinois
$4.63K
VWA
1046
Valued Wealth Advisors
Utah
$4.63K +$3.26K +32 +267%
AGWCA
1047
Annis Gardner Whiting Capital Advisors
Florida
$4.32K +$4.17K +41 New
FPB
1048
First PREMIER Bank
South Dakota
$4K
PP
1049
PFS Partners
New Jersey
$3.68K
DPW
1050
DiNuzzo Private Wealth
Pennsylvania
$3.16K +$509 +5 +20%

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.