KKR.PRD

KKR & Co. Inc. 6.25% Series D Mandatory Convertible Preferred Stock

74 hedge funds and large institutions have $2.28B invested in KKR & Co. Inc. 6.25% Series D Mandatory Convertible Preferred Stock in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
26
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AM
51
AGF Management
Ontario, Canada
$2.36M +$2.36M +44,000 New
FI
52
Fosun International
China
$2.25M +$2.25M +4,200,000 New
Federated Hermes
53
Federated Hermes
Pennsylvania
$1.67M -$1.54M
AUIM
54
Aegon USA Investment Management
Iowa
$1.45M +$1.45M +27,000 New
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$1.45M -$4.61M -86,051 -76%
SPIA
56
Steward Partners Investment Advisory
New York
$1.39M +$1.39M +25,875 +25,875%
Goldman Sachs
57
Goldman Sachs
New York
$1.31M -$13.6M -253,938 -91%
CAM
58
Camden Asset Management
California
$1.07M -$19.6M -365,000 -95%
Raymond James Financial
59
Raymond James Financial
Florida
$624K +$624K +11,650 New
CPBTD
60
Central Pacific Bank - Trust Division
Hawaii
$606K +$606K +11,305 New
WAM
61
Wolverine Asset Management
Illinois
$508K -$77.6K -1,446 -13%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$474K +$474K +8,841 New
LPL Financial
63
LPL Financial
California
$375K +$375K +7,003 New
OC
64
Oppenheimer & Co
New York
$328K +$328K +6,115 New
AAS
65
Avantax Advisory Services
Texas
$292K +$292K +5,457 New
SM
66
Skaana Management
New York
$278K -$3.76M -70,125 -93%
Stifel Financial
67
Stifel Financial
Missouri
$255K +$255K +4,750 New
TA
68
Teton Advisors
New York
$214K +$214K +4,000 New
P
69
&Partners
Tennessee
$210K +$210K +3,922 New
Lazard Asset Management
70
Lazard Asset Management
New York
$123K
WTC
71
WhitTier Trust Company
Nevada
$113K
Comerica Bank
72
Comerica Bank
Texas
$107K
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$46K
TRCT
74
Tower Research Capital (TRC)
New York
$23.6K +$23.6K +440 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$21.4K +$21.4K +400 New