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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.34B +$100M +848,554 +2%
BlackRock
2
BlackRock
New York
$5.77B +$90.3M +763,528 +2%
Capital International Investors
3
Capital International Investors
California
$5.19B -$241M -2,033,324 -5%
State Street
4
State Street
Massachusetts
$3.49B +$57M +481,686 +2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.06B +$7.12M +60,147 +0.3%
JP Morgan Chase
6
JP Morgan Chase
New York
$2.76B +$440M +3,719,279 +21%
Principal Financial Group
7
Principal Financial Group
Iowa
$2.7B -$129M -1,088,409 -5%
Capital World Investors
8
Capital World Investors
California
$2.46B +$32.1M +270,972 +1%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$2.19B +$14.7M +124,257 +0.7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.77B +$42.1M +355,837 +3%
Invesco
11
Invesco
Georgia
$1.7B +$22.8M +192,602 +2%
ACM
12
AKRE Capital Management
Virginia
$1.49B -$272M -2,295,980 -17%
Brown Advisory
13
Brown Advisory
Maryland
$1.47B +$41.7M +352,277 +3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$1.47B +$19.6M +165,631 +1%
Bank of America
15
Bank of America
North Carolina
$1.3B +$92.2M +779,332 +8%
Norges Bank
16
Norges Bank
Norway
$1.23B +$126M +1,064,927 +13%
First Manhattan
17
First Manhattan
New York
$1.14B -$50M -422,312 -5%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$986M -$77.9M -658,489 -8%
Northern Trust
19
Northern Trust
Illinois
$725M +$16.6M +140,564 +3%
Morgan Stanley
20
Morgan Stanley
New York
$694M -$70.2M -593,317 -10%
Legal & General Group
21
Legal & General Group
United Kingdom
$617M -$25.6M -216,634 -4%
LPC
22
Lone Pine Capital
Connecticut
$591M -$220M -1,862,776 -29%
Winslow Capital Management
23
Winslow Capital Management
Minnesota
$549M -$104M -876,655 -17%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$520M -$6.17M -52,183 -1%
Charles Schwab
25
Charles Schwab
California
$481M +$7.17M +60,611 +2%

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.