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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
EWP
1026
Elevation Wealth Partners
California
$134K
M
1027
MOTCO
Texas
$131K
NBT
1028
Northwest Bank & Trust
Iowa
$131K
RAM
1029
Ramirez Asset Management
New York
$131K
DAM
1030
Delta Asset Management
Tennessee
$129K
MG
1031
Mather Group
Illinois
$129K +$85.4K +722 +273%
PCTC
1032
Perkins Coie Trust Company
Washington
$128K
SIS
1033
Sound Income Strategies
Florida
$128K +$237 +2 +0.2%
CPG
1034
Cornerstone Planning Group
New Jersey
$119K +$947 +8 +0.9%
MPWT
1035
MassMutual Private Wealth & Trust
Connecticut
$119K +$54.3K +459 +102%
DWM
1036
Darwin Wealth Management
Florida
$114K +$103K +872 New
NB
1037
NBT Bank
New York
$112K
JIP
1038
Jaffetilchin Investment Partners
Florida
$109K +$98.3K +831 New
WWP
1039
WR Wealth Planners
Missouri
$105K +$4.73K +40 +5%
SAS
1040
Stelac Advisory Services
New York
$105K -$68K -575 -42%
CH
1041
Canton Hathaway
Rhode Island
$104K
WTA
1042
Washington Trust Advisors
Massachusetts
$100K +$10.8K +91 +13%
BCV
1043
Banque Cantonale Vaudoise
Switzerland
$100K +$90.7K +767 New
CLOS
1044
Compagnie Lombard Odier SCmA
Switzerland
$99.9K +$31.4K +265 +53%
GWP
1045
Gen-Wealth Partners
Michigan
$99.5K
ST
1046
Smithfield Trust
Pennsylvania
$98K -$355 -3 -0.4%
PIM
1047
Plato Investment Management
Australia
$96.9K +$87.9K +743 New
TFGT
1048
TS Financial Group (TSFG)
Illinois
$95K
CTC
1049
Central Trust Company
Missouri
$94.8K +$59.6K +504 +227%
AA
1050
AlphaCentric Advisors
Puerto Rico
$89.8K -$2.13K -18 -3%

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.