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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
GWSA
1151
Global Wealth Strategies & Associates
Colorado
$3.27K +$2.96K +25 New
CFGS
1152
Concourse Financial Group Securities
Alabama
$3.26K -$8.4K -71 -74%
IAIM
1153
International Assets Investment Management
Florida
$2.63K +$40.2M +339,946 +11,197%
WIM
1154
Westside Investment Management
California
$2.15K
AIM
1155
Anchor Investment Management
South Carolina
$1.96K +$1.77K +15 New
AP
1156
Aspect Partners
Virginia
$1.7K
WA
1157
WestEnd Advisors
North Carolina
$1.7K +$118 +1 +8%
JFG
1158
JDM Financial Group
Texas
$1.7K +$1.54K +13 New
CAC
1159
Core Alternative Capital
Georgia
$1.57K
DFA
1160
DHJJ Financial Advisors
Illinois
$1.31K
AW
1161
Avion Wealth
Texas
$1K
WOC
1162
West Oak Capital
California
$816
VAMG
1163
Voisard Asset Management Group
Michigan
$653 +$592 +5 New
CAM
1164
Chesapeake Asset Management
New York
$652 +$592 +5 New
HPC
1165
HM Payson & Co
Maine
$523 +$473 +4 New
AFS
1166
Annapolis Financial Services
Maryland
$458 +$473 +4 New
PS
1167
Planned Solutions
California
$392 +$355 +3 New
RWM
1168
Reston Wealth Management
Virginia
$392 +$355 +3 New
WBC
1169
West Branch Capital
Massachusetts
$392 +$355 +3 New
YDMI
1170
Y.D. More Investments
Israel
$133 +$2.13K +18 +5%
FPFS
1171
First Personal Financial Services
North Carolina
$131 +$118 +1 New
MFG
1172
Mendota Financial Group
Wisconsin
$131 +$118 +1 New
DWM
1173
Dogwood Wealth Management
Kansas
$10
VH
1174
ValueAct Holdings
California
-$127M -1,207,208 Closed
MC
1175
Maverick Capital
Texas
-$17.9M -170,473 Closed

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.