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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
MAM
1101
Meeder Asset Management
Ohio
$25.1K -$828 -7 -4%
CA
1102
CoreCap Advisors
Michigan
$24.5K +$13.7K +116 +161%
PFA
1103
Pathway Financial Advisers
Indiana
$24.3K
HGERS
1104
Householder Group Estate & Retirement Specialist
Arizona
$24K +$2.96K +25 +16%
GWM
1105
Geneos Wealth Management
Colorado
$23.6K +$19.2K +162 +853%
TSMHT
1106
Thurston Springer Miller Herd & Titak
Indiana
$23.2K
PCWA
1107
Pacific Capital Wealth Advisors
California
$21.8K
AWM
1108
Abound Wealth Management
Tennessee
$21.4K +$19.4K +164 New
CA
1109
Crewe Advisors
Utah
$20K +$3.31K +28 +22%
CAL
1110
Capital Advisors Ltd
Ohio
$20K +$9.58K +81 +108%
EC
1111
Elequin Capital
New York
$19.8K +$18K +152 New
CWA
1112
Carolina Wealth Advisors
South Carolina
$17.5K +$15.9K +134 New
AWM
1113
Atticus Wealth Management
Florida
$17.4K
GBT
1114
Grove Bank & Trust
Florida
$15.5K +$4.14K +35 +42%
CPA
1115
Capital Performance Advisors
California
$15.2K +$13.7K +116 New
BFPW
1116
BOK Financial Private Wealth
Colorado
$15.1K
JWA
1117
JFS Wealth Advisors
Pennsylvania
$14.9K +$473 +4 +4%
CWM
1118
Cedar Wealth Management
California
$14.2K
CFD
1119
Creative Financial Designs
Indiana
$14.2K
GTAM
1120
Global Trust Asset Management
Florida
$13.1K +$11.8K +100 New
VWM
1121
Venturi Wealth Management
Texas
$12.3K +$11.1K +94 New
CJH
1122
Christopher J. Hasenberg
Wisconsin
$12.2K +$11K +93 New
CT
1123
Colonial Trust
South Carolina
$10.6K +$1.06K +9 +13%
EAM
1124
Empirical Asset Management
Massachusetts
$10.3K
WWM
1125
Wolff Wiese Magana
California
$10.1K +$3.08K +26 +51%

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.