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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
PCM
1126
Penserra Capital Management
California
$9K -$988K -8,352 -99%
FMP
1127
Financial Management Professionals
Texas
$9K +$1.42K +12 +21%
VWA
1128
Valued Wealth Advisors
Utah
$8.62K +$2.6K +22 +50%
FG
1129
Fairman Group
Pennsylvania
$8.62K
IA
1130
IFS Advisors
Kansas
$8.49K +$4.73K +40 +160%
AGWCA
1131
Annis Gardner Whiting Capital Advisors
Florida
$8.36K +$2.72K +23 +56%
HWP
1132
Highline Wealth Partners
California
$8.23K +$4.38K +37 +142%
SIC
1133
Salem Investment Counselors
North Carolina
$7.97K +$1.18K +10 +20%
BWP
1134
Baldwin Wealth Partners
Massachusetts
$7.96K +$6.03K +51 +510%
BAM
1135
Bellevue Asset Management
Washington
$6.92K -$828 -7 -12%
PWMG
1136
Private Wealth Management Group
New Jersey
$6.66K -$237 -2 -4%
CA
1137
Continuum Advisory
Idaho
$6.32K +$4.38K +37 +740%
PCFFS
1138
Pacific Center for Financial Services
California
$6.14K
PPC
1139
Park Place Capital
Alabama
$6.14K
BIA
1140
Bell Investment Advisors
California
$6.01K
RWA
1141
Redmont Wealth Advisors
Illinois
$5.75K
AWM
1142
Activest Wealth Management
Florida
$5.5K +$4.97K +42 New
SC
1143
Stephens Consulting
Michigan
$5.22K -$2.25K -19 -32%
CAM
1144
Creekmur Asset Management
Illinois
$4.7K +$4.26K +36 New
PP
1145
PFS Partners
New Jersey
$4.57K
FWM
1146
FSA Wealth Management
Massachusetts
$4.44K +$4.02K +34 New
DPW
1147
DiNuzzo Private Wealth
Pennsylvania
$3.92K
FIM
1148
FWL Investment Management
Texas
$3.79K +$3.43K +29 New
TAM
1149
Tucker Asset Management
Colorado
$3.4K -$473 -4 -13%
VF
1150
VitalStone Financial
Texas
$3.4K +$3.08K +26 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.