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 %
Capital International Investors
1
Capital International Investors
California
$594M +$114M +2,127,200 +24%
Capital World Investors
2
Capital World Investors
California
$279M +$11.1M +207,215 +4%
VOYA Investment Management
3
VOYA Investment Management
Georgia
$275M +$21.4M +400,000 +8%
PSC
4
Portman Square Capital
United Kingdom
$142M -$13.4M -250,000 -9%
Calamos Advisors
5
Calamos Advisors
Illinois
$96.3M +$19.4M +361,197 +25%
ACM
6
Advent Capital Management
New York
$92.6M +$31.8M +595,269 +52%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$71.2M +$5.22M +97,400 +8%
Franklin Resources
8
Franklin Resources
California
$69.4M +$9.7K +181 +0%
Victory Capital Management
9
Victory Capital Management
Texas
$64.4M +$42.5M +792,147 +193%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$61.8M -$34.6M -646,000 -36%
State Street
11
State Street
Massachusetts
$36.4M -$5.36M -100,000 -13%
Ameriprise
12
Ameriprise
Minnesota
$36.4M -$4.8M -89,600 -12%
ICA
13
Infrastructure Capital Advisors
New York
$34.2M +$23.5M +437,845 +219%
CCM
14
Context Capital Management
California
$32.2M -$5.36M -100,000 -14%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$30.2M +$80.7K +1,500 +0.3%
ClearBridge Investments
16
ClearBridge Investments
New York
$26.3M
Jane Street
17
Jane Street
New York
$22.2M -$117M -2,175,023 -84%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$22.1M
AGC
19
Angelo Gordon & Co
New York
$22M +$5.36M +100,000 +32%
Wells Fargo
20
Wells Fargo
California
$20.9M +$13.3M +247,705 +174%
Bank of America
21
Bank of America
North Carolina
$20.3M +$13.3M +248,443 +192%
P8IP
22
Pier 88 Investment Partners
California
$17.4M +$17.4M +324,440 New
AIMCA
23
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.1M
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$15.8M -$2.51M
SIM
25
SSI Investment Management
California
$14.6M +$256K +4,770 +2%