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KKR.PRD

KKR & Co 6.25% Series D Preferred Stock

75 hedge funds and large institutions have $2B invested in KKR & Co 6.25% Series D Preferred Stock in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

7% more funds holding

Funds holding: 7075 (+5)

19% less capital invested

Capital invested by funds: $2.46B → $2B (-$460M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
0.92%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
22
Increased
29
Reduced
19
Closed
16
Calls
$701K
Puts
Net Calls
+$701K
Net Calls Change
+$701K
Name Holding Trade Value Shares
Change
Change in
Stake
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$6.35M
Bank of America
27
Bank of America
North Carolina
$5.83M -$694K -15,357 -10%
BFM
28
Boothbay Fund Management
New York
$5.21M +$5.85M +129,560 New
Russell Investments Group
29
Russell Investments Group
United Kingdom
$4.51M +$4.49M +99,350 +2%
Invesco
30
Invesco
Georgia
$4.46M -$4.25M -94,018 -46%
AIMCA
31
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.02M
MIM
32
Monashee Investment Management
Massachusetts
$4.02M +$4.52M +100,000 New
PAIM
33
Punch & Associates Investment Management
Minnesota
$3.49M +$1.19M +26,405 +44%
SM
34
Skaana Management
New York
$3M +$2.91M +64,533 +587%
RA
35
Rational Advisors
New York
$2.81M -$3.64M -80,600 -54%
LTI
36
Laffer Tengler Investments
Tennessee
$2.44M +$155K +3,430 +6%
JP Morgan Chase
37
JP Morgan Chase
New York
$2.37M +$1.51M +33,393 +131%
PCM
38
Penserra Capital Management
California
$2.31M -$90.5K -2,004 -3%
Morgan Stanley
39
Morgan Stanley
New York
$2.27M +$764K +16,909 +43%
Goldman Sachs
40
Goldman Sachs
New York
$2.25M +$2.52M +55,830 New
Jane Street
41
Jane Street
New York
$2.16M +$1.79M +39,715 +286%
WAM
42
Weiss Asset Management
Massachusetts
$2M +$2.26M +50,000 New
SPIA
43
Steward Partners Investment Advisory
New York
$1.9M +$657K +14,552 +45%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$1.53M -$200M -4,431,055 -99%
AUIM
45
Aegon USA Investment Management
Iowa
$1.5M
BCM
46
BlueCrest Capital Management
Jersey
$1.38M +$1.55M +34,221 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$1.29M +$1.14M +25,237 +366%
Federated Hermes
48
Federated Hermes
Pennsylvania
$1.04M
RIA
49
Regal Investment Advisors
Michigan
$958K +$301K +6,673 +39%
AM
50
AGF Management
Ontario, Canada
$825K

KKR.PRD Hedge Fund Activity: Q1 2026 in Review

75 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in KKR & Co 6.25% Series D Preferred Stock (KKR.PRD) for Q1 2026, worth a combined $2B — down 19% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KKR.PRD positions and 16 closed out — a net gain of 6 holders — while 29 added to existing stakes and 19 trimmed.

The largest buyer was Fosun International, adding an estimated $777M. The largest seller was VOYA Investment Management, cutting an estimated $200M.

  • 75 institutional investors held KKR & Co 6.25% Series D Preferred Stock (KKR.PRD) as of Q1 2026, up from 70 in Q4 2025.
  • Funds reported $2B of KKR & Co 6.25% Series D Preferred Stock stock for Q1 2026, down 19% quarter-over-quarter.
  • 22 funds opened new KKR & Co 6.25% Series D Preferred Stock positions in Q1 2026 and 16 closed out, a net change of +6 holders.
  • The largest KKR & Co 6.25% Series D Preferred Stock buyer in Q1 2026 was Fosun International, an estimated $777M added.
  • The largest KKR & Co 6.25% Series D Preferred Stock seller in Q1 2026 was VOYA Investment Management, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2026.