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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
AFA
1126
Arlington Financial Advisors
California
-$550K -5,465 Closed
MA
1127
MYDA Advisors
New York
-$503K -5,000 Closed
EW
1128
Evoke Wealth
California
-$444K -4,416 Closed
PTC
1129
Petrus Trust Company
Texas
-$417K -4,148 Closed
BAM
1130
Belpointe Asset Management
Nevada
-$407K -4,046 Closed
DA
1131
Duality Advisers
Florida
-$359K -3,568 Closed
PCMH
1132
Polymer Capital Management (HK)
Hong Kong
-$342K -3,400 Closed
UFF
1133
USA Financial Formulas
Michigan
-$323K -3,210 Closed
BAM
1134
Blueshift Asset Management
New Jersey
-$319K -3,169 Closed
SCP
1135
Sivia Capital Partners
California
-$311K -3,090 Closed
MS
1136
Maven Securities
Jersey
-$309K -3,037 Closed
OAM
1137
Oxford Asset Management
United Kingdom
-$278K -2,762 Closed
AI
1138
Atom Investors
Texas
-$276K -2,746 Closed
PVI
1139
Pine Valley Investments
New Jersey
-$260K -2,584 Closed
CBFP
1140
Cedar Brook Financial Partners
Ohio
-$250K -2,488 Closed
QWP
1141
Quotient Wealth Partners
Texas
-$242K -2,405 Closed
CC
1142
Corton Capital
Ontario, Canada
-$236K -2,348 Closed
FLC
1143
Fifth Lane Capital
Texas
-$234K -2,324 Closed
ANTB
1144
AMG National Trust Bank
Colorado
-$227K -2,252 Closed
BL
1145
Balentine LLC
Georgia
-$220K -2,190 Closed
ACP
1146
Aveo Capital Partners
Colorado
-$207K -2,175 Closed
PA
1147
PFG Advisors
Arizona
-$214K -2,125 Closed
BCM
1148
BTC Capital Management
Iowa
-$206K -2,050 Closed
EC
1149
EntryPoint Capital
New York
-$89.9K -894 Closed
HNB
1150
Hilltop National Bank
Wyoming
-$75.3K -749 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.