KKR & Co
1,040 hedge funds and large institutions have $51B invested in KKR & Co in 2024 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 334 increasing their positions, 361 reducing their positions, and 60 closing their positions.
213% more first-time investments, than exits
New positions opened: 188 | Existing positions closed: 60
32% more call options, than puts
Call options by funds: $333M | Put options by funds: $251M
22% more capital invested
Capital invested by funds: $41.9B → $51B (+$9.08B)
13% more funds holding
Funds holding: 922 → 1,040 (+118)
0.17% more ownership
Funds ownership: 57.13% → 57.3% (+0.17%)
7% less repeat investments, than reductions
Existing positions increased: 334 | Existing positions reduced: 361
14% less funds holding in top 10
Funds holding in top 10: 50 → 43 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$734M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$538M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$534M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$504M |
| 5 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$198M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$926M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$572M |
| 3 |
VH
ValueAct Holdings
San Francisco,
California
|
-$372M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$323M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$185M |
KKR Hedge Fund Activity: Q1 2024 in Review
1,040 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q1 2024, worth a combined $51B — up 22% from $41.9B a quarter earlier.
Buyers outnumbered sellers: 188 funds opened new KKR positions and 60 closed out — a net gain of 128 holders — while 334 added to existing stakes and 361 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $734M. The largest seller was Harris Associates, cutting an estimated $926M.
- 1,040 institutional investors held KKR & Co (KKR) as of Q1 2024, up from 922 in Q4 2023.
- Funds reported $51B of KKR & Co stock for Q1 2024, up 22% quarter-over-quarter.
- 188 funds opened new KKR & Co positions in Q1 2024 and 60 closed out, a net change of +128 holders.
- The largest KKR & Co buyer in Q1 2024 was JP Morgan Chase, an estimated $734M added.
- The largest KKR & Co seller in Q1 2024 was Harris Associates, an estimated $926M sold.
Based on aggregated 13F filings for Q1 2024.