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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
TAM
1051
Tucker Asset Management
Colorado
$3.16K
HWP
1052
Highline Wealth Partners
California
$2.74K +$2.65K +26 New
IA
1053
IFS Advisors
Kansas
$2.63K
VAG
1054
VisionPoint Advisory Group
Texas
$2.53K +$611 +6 +33%
GWM
1055
Geneos Wealth Management
Colorado
$2K
WIM
1056
Westside Investment Management
California
$1.89K +$1.83K +18 New
AP
1057
Aspect Partners
Virginia
$1.37K +$1.32K +13 New
CAC
1058
Core Alternative Capital
Georgia
$1.26K
WA
1059
WestEnd Advisors
North Carolina
$1.26K +$1.22K +12 New
DFA
1060
DHJJ Financial Advisors
Illinois
$1.05K
BWP
1061
Baldwin Wealth Partners
Massachusetts
$1.05K +$1.02K +10 New
AW
1062
Avion Wealth
Texas
$1K
CP
1063
Castleview Partners
Texas
$737 -$407 -4 -36%
CA
1064
Continuum Advisory
Idaho
$526
AFWM
1065
Abich Financial Wealth Management
Virginia
$526 +$509 +5 New
SA
1066
Scarborough Advisors
Maryland
$421 +$407 +4 New
Qube Research & Technologies (QRT)
1067
Qube Research & Technologies (QRT)
United Kingdom
$316 -$79M -776,194 -100%
FNWA
1068
Financial Network Wealth Advisors
Utah
$210 +$204 +2 New
YDMI
1069
Y.D. More Investments
Israel
$101 +$36.6K +360 New
BHWM
1070
Beaird Harris Wealth Management
Texas
$54 +$102 +1 New
DWM
1071
Dogwood Wealth Management
Kansas
$7
GQG Partners
1072
GQG Partners
Florida
-$217M -2,157,531 Closed
DCP
1073
Darsana Capital Partners
New York
-$201M -2,000,000 Closed
BCPEMI
1074
Bain Capital Public Equity Management II
Massachusetts
-$94.8M -942,337 Closed
CM
1075
Corvex Management
New York
-$64.3M -639,582 Closed

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.