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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.83B +$1.39B +13,634,111 +33%
BlackRock
2
BlackRock
New York
$4.57B +$425M +4,175,338 +11%
Capital International Investors
3
Capital International Investors
California
$4.4B -$83.6M -821,095 -2%
State Street
4
State Street
Massachusetts
$2.76B +$1.29B +12,701,365 +94%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.46B +$134M +1,319,439 +6%
Principal Financial Group
6
Principal Financial Group
Iowa
$2.29B -$88.8M -872,731 -4%
Capital World Investors
7
Capital World Investors
California
$1.96B +$199M +1,949,876 +12%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.83B +$458M +4,495,779 +35%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$1.76B +$101M +996,871 +6%
ACM
10
AKRE Capital Management
Virginia
$1.44B -$121M -1,189,735 -8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.39B +$330M +3,239,755 +32%
Invesco
12
Invesco
Georgia
$1.35B -$17.2M -169,055 -1%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$1.17B +$103M +1,014,439 +10%
Brown Advisory
14
Brown Advisory
Maryland
$1.15B +$182M +1,787,483 +20%
Bank of America
15
Bank of America
North Carolina
$966M +$17M +167,027 +2%
First Manhattan
16
First Manhattan
New York
$959M -$1.05M -10,280 -0.1%
Norges Bank
17
Norges Bank
Norway
$880M -$3.03M -29,800 -0.4%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$864M -$210M -2,065,085 -20%
T. Rowe Price Investment Management
19
T. Rowe Price Investment Management
Maryland
$798M -$587M -5,767,559 -43%
LPC
20
Lone Pine Capital
Connecticut
$672M -$61.8M -606,614 -9%
Morgan Stanley
21
Morgan Stanley
New York
$622M +$198M +1,941,346 +49%
Northern Trust
22
Northern Trust
Illinois
$569M +$176M +1,726,446 +47%
Winslow Capital Management
23
Winslow Capital Management
Minnesota
$535M +$103M +1,009,710 +25%
Legal & General Group
24
Legal & General Group
United Kingdom
$520M +$14.2M +139,276 +3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$425M +$161M +1,585,447 +65%

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.