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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
LPL Financial
101
LPL Financial
California
$41.6M +$4.25M +41,778 +12%
GI
102
GAMCO Investors
Connecticut
$41.6M +$4.04M +39,656 +11%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$38.5M +$37M +363,326 +14,481%
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$38.4M +$310K +3,047 +0.8%
BFM
105
Blacksheep Fund Management
Ireland
$38M -$13.3M -130,410 -27%
SC
106
Sapient Capital
Indiana
$37.4M +$328K +3,222 +0.9%
GL
107
Governors Lane
New York
$37.2M -$880K -8,646 -2%
SC
108
Samlyn Capital
New York
$34.7M +$33.5M +329,533 New
Neuberger Berman Group
109
Neuberger Berman Group
New York
$34.1M -$27.5M -270,196 -45%
AI
110
Ariel Investments
Illinois
$33.8M -$15.6M -152,898 -32%
GRIM
111
Greenhaven Road Investment Management
Connecticut
$33.8M -$3.56M -35,000 -10%
First Trust Advisors
112
First Trust Advisors
Illinois
$33.7M +$16.4M +160,802 +101%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$33.7M -$35.7M -350,550 -52%
CII
114
Capital International Inc
California
$33.4M +$1.43K +14 +0%
SAM
115
Storebrand Asset Management
Norway
$32.2M -$2.98M -29,262 -9%
BG
116
Bollard Group
Massachusetts
$31.9M +$34K +334 +0.1%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$31.9M +$4.96M +48,739 +19%
DBG
118
De Burlo Group
Massachusetts
$31.7M +$11.3M +111,300 +59%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$31.7M -$179K -1,760 -0.6%
Stifel Financial
120
Stifel Financial
Missouri
$31.5M -$2.4M -23,540 -7%
Robeco Institutional Asset Management
121
Robeco Institutional Asset Management
Netherlands
$31.1M -$18.7M -183,623 -38%
Treasurer of the State of North Carolina
122
Treasurer of the State of North Carolina
North Carolina
$30.9M -$331K -3,254 -1%
Mitsubishi UFJ Trust & Banking
123
Mitsubishi UFJ Trust & Banking
Japan
$30.6M -$94.5K -928 -0.3%
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$29.8M +$23.2M +227,821 +412%
Federated Hermes
125
Federated Hermes
Pennsylvania
$29.3M +$3.48M +34,201 +14%

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.