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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
FMII
1076
Farmers & Merchants Investments Inc
Nebraska
$47.7K
Kayne Anderson Rudnick Investment Management
1077
Kayne Anderson Rudnick Investment Management
California
$46.7K
VCM
1078
Versant Capital Management
Arizona
$46.1K +$11.8K +100 +40%
NS
1079
NBC Securities
Alabama
$46K +$592 +5 +1%
MTIC
1080
Missouri Trust & Investment Company
Missouri
$44.8K -$2.96K -25 -7%
BCMLT
1081
Beacon Capital Management LLC (Tennessee)
Tennessee
$42.6K +$28.4K +240 +279%
CFS
1082
CGC Financial Services
Oregon
$42.4K
TC
1083
Truvestments Capital
Florida
$40.5K +$36.7K +310 New
RTC
1084
Riverview Trust Company
Washington
$37.2K +$1.42K +12 +4%
CAS
1085
Coppell Advisory Solutions
Texas
$36.5K
AAG
1086
Armstrong Advisory Group
Massachusetts
$35.6K +$4.85K +41 +18%
PB
1087
Pinnacle Bancorp
Nebraska
$34.9K
EB
1088
Eastern Bank
Massachusetts
$34.3K +$31.1K +263 New
RMC
1089
Resources Management Corp
Connecticut
$33K
GKIM
1090
GW&K Investment Management
Massachusetts
$32K +$13.7K +116 +91%
NMM
1091
Naples Money Management
Florida
$32K -$6.51K -55 -18%
QL
1092
Quarry LP
New York
$31.2K -$136K -1,152 -83%
OWP
1093
ORG Wealth Partners
Texas
$30.8K +$27.9K +236 New
RCM
1094
Raleigh Capital Management
North Carolina
$30.7K +$10.1K +85 +57%
TPW
1095
Talon Private Wealth
Florida
$30.2K +$27.3K +231 New
CPA
1096
Clear Point Advisors
New York
$30.1K +$14.8K +125 +119%
CWM
1097
Compass Wealth Management
Connecticut
$29.8K
MCM
1098
MV Capital Management
Maryland
$28.1K +$17.9K +151 +236%
QC
1099
Quent Capital
New York
$28K
FDCP
1100
Foster Dykema Cabot & Partners
Massachusetts
$26.1K +$23.7K +200 New

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.