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KKR.PRC

KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock
KKR.PRC

Delisted

KKR.PRC was delisted on the 14th of September, 2023.

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58 hedge funds and large institutions have $1.33B invested in KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $1.19B → $1.33B (+$135M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less funds holding

Funds holding: 64 → 58 (-6)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
58
Holders Change
-6
Holders Change %
-9.38%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
18
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VOYA Investment Management
VOYA Investment Management
Georgia
+$90.8M
2
SCM
Shaolin Capital Management
Florida
+$35.6M
3
Two Sigma Investments
Two Sigma Investments
New York
+$8.45M
4
SIM
SSI Investment Management
California
+$5.57M
5
Morgan Stanley
Morgan Stanley
New York
+$4.58M

Top Sellers

Rank Fund Capital Flow
1
CAM
Camden Asset Management
California
-$41.6M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$34.8M
3
JP Morgan Chase
JP Morgan Chase
New York
-$15.8M
4
Wells Fargo
Wells Fargo
California
-$11.2M
5
SC
Sculptor Capital
New York
-$8.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
1
VOYA Investment Management
Georgia
$212M +$90.8M +1,400,000 +72%
Capital World Investors
2
Capital World Investors
California
$149M – – –
Franklin Resources
3
Franklin Resources
California
$118M -$2.82M -43,500 -2%
Capital International Investors
4
Capital International Investors
California
$117M – – –
BlackRock
5
BlackRock
New York
$111M +$959K +14,786 +0.9%
Victory Capital Management
6
Victory Capital Management
Texas
$95.7M -$5.59M -86,148 -5%
Two Sigma Investments
7
Two Sigma Investments
New York
$75.3M +$8.45M +130,320 +12%
ACM
8
Advent Capital Management
New York
$64M – – –
SCM
9
Shaolin Capital Management
Florida
$39.6M +$35.6M +549,425 +733%
MSL
10
Mackay Shields LLC
New York
$39.1M -$172K -2,655 -0.4%
Calamos Advisors
11
Calamos Advisors
Illinois
$34.5M +$52.4K +807 +0.1%
ClearBridge Investments
12
ClearBridge Investments
New York
$32.1M – – –
State Street
13
State Street
Massachusetts
$25.2M -$2.69M -41,502 -9%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$25.2M +$276K +4,260 +1%
JP Morgan Chase
15
JP Morgan Chase
New York
$19M -$15.8M -243,105 -45%
AIMCA
16
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.4M – – –
AAI
17
Aequim Alternative Investments
California
$15.9M – – –
SIM
18
SSI Investment Management
California
$13.4M +$5.57M +85,860 +68%
Bank of America
19
Bank of America
North Carolina
$12.4M -$3.71M -57,131 -23%
Ameriprise
20
Ameriprise
Minnesota
$11.4M +$549K +8,458 +5%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$10.6M -$573K -8,836 -5%
PI
22
Putnam Investments
Massachusetts
$9.69M +$151K +2,324 +2%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$9.13M – – –
NIP
24
Nicholas Investment Partners
California
$8.66M – – –
Wells Fargo
25
Wells Fargo
California
$6.22M -$11.2M -172,852 -64%
1
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KKR.PRC Hedge Fund Activity: Q1 2023 in Review

58 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock (KKR.PRC) for Q1 2023, worth a combined $1.33B — up 11% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of KKR.PRC and 4 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 18 added.

The largest buyer was VOYA Investment Management, adding an estimated $90.8M. The largest seller was Camden Asset Management, exiting entirely with an estimated $41.6M sold.

  • 58 institutional investors held KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock (KKR.PRC) as of Q1 2023, down from 64 in Q4 2022.
  • Funds reported $1.33B of KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock stock for Q1 2023, up 11% quarter-over-quarter.
  • 4 funds opened new KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock positions in Q1 2023 and 10 closed out, a net change of -6 holders.
  • The largest KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock buyer in Q1 2023 was VOYA Investment Management, an estimated $90.8M added.
  • The largest KKR & Co. Inc. 6.00% Series C Mandatory Convertible Preferred Stock seller in Q1 2023 was Camden Asset Management, an estimated $41.6M sold.

Based on aggregated 13F filings for Q1 2023.