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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
HWM
1051
Hemington Wealth Management
Virginia
$82K +$70.3K +594 New
Acadian Asset Management
1052
Acadian Asset Management
Massachusetts
$79K -$577K -4,880 -89%
ATS
1053
Ashton Thomas Securities
New York
$77.3K +$70K +592 New
PGAM
1054
Princeton Global Asset Management
New Jersey
$77.3K +$70K +592 New
CFO
1055
CVA Family Office
Colorado
$75.1K
AIM
1056
Arcadia Investment Management
Michigan
$74.2K
S
1057
Sachetta
Massachusetts
$72.7K +$55.7K +471 +548%
KPP
1058
Kings Path Partners
Texas
$72.6K
TFIPS
1059
Towarzystwo Funduszy Inwestycyjnych PZU SA
$71.8K +$22.5K +190 +53%
BGAI
1060
Bruce G. Allen Investments
Colorado
$71.2K -$11K -93 -15%
SIC
1061
SJS Investment Consulting
Ohio
$67.9K
SVCP
1062
Silicon Valley Capital Partners
California
$66.3K +$118 +1 +0.2%
AA
1063
Ancora Advisors
Ohio
$65.6K +$237 +2 +0.4%
OC
1064
Oarsman Capital
Wisconsin
$65.6K +$59.4K +502 New
FUBT
1065
First United Bank & Trust
Maryland
$65.3K
PCMC
1066
Planning Capital Management Corporation
Pennsylvania
$65.3K
HIIFS
1067
Harel Insurance Investments & Financial Services
Israel
$65K
VNA
1068
Valley National Advisers
Pennsylvania
$60K -$126K -1,062 -70%
SWA
1069
SOA Wealth Advisors
New York
$59.1K
HBW
1070
Hazlett, Burt & Watson
West Virginia
$59K
RAM
1071
Riggs Asset Management
Pennsylvania
$58.1K
GEA
1072
Glen Eagle Advisors
New Jersey
$55.8K
AF
1073
Advisornet Financial
Minnesota
$55K +$6.39K +54 +15%
DMBA
1074
Deseret Mutual Benefit Administrators
Utah
$52K -$5.92K -50 -11%
WPWM
1075
Western Pacific Wealth Management
Illinois
$49.9K

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.