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KKR.PRD

KKR & Co 6.25% Series D Preferred Stock

74 hedge funds and large institutions have $2.28B invested in KKR & Co 6.25% Series D 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 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

10% more funds holding

Funds holding: 6774 (+7)

1.39% more ownership

Funds ownership: 95.68%97.08% (+1.4%)

3% less capital invested

Capital invested by funds: $2.34B → $2.28B (-$58.5M)

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
0.97%
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
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$594M +$104M +2,127,200 +24%
Capital World Investors
2
Capital World Investors
California
$279M +$10.2M +207,215 +4%
VOYA Investment Management
3
VOYA Investment Management
Georgia
$275M +$19.6M +400,000 +8%
PSC
4
Portman Square Capital
United Kingdom
$142M -$12.3M -250,000 -9%
Calamos Advisors
5
Calamos Advisors
Illinois
$96.3M +$17.7M +361,197 +25%
ACM
6
Advent Capital Management
New York
$92.6M +$29.2M +595,269 +52%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$71.2M +$4.78M +97,400 +8%
Franklin Resources
8
Franklin Resources
California
$69.4M +$8.88K +181 +0%
Victory Capital Management
9
Victory Capital Management
Texas
$64.4M +$38.9M +792,147 +193%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$61.8M -$31.7M -646,000 -36%
State Street
11
State Street
Massachusetts
$36.4M -$4.9M -100,000 -13%
Ameriprise
12
Ameriprise
Minnesota
$36.4M -$4.39M -89,600 -12%
ICA
13
Infrastructure Capital Advisors
New York
$34.2M +$21.5M +437,845 +219%
CCM
14
Context Capital Management
California
$32.2M -$4.9M -100,000 -14%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$30.2M +$73.6K +1,500 +0.3%
ClearBridge Investments
16
ClearBridge Investments
New York
$26.3M
Jane Street
17
Jane Street
New York
$22.2M -$107M -2,175,023 -84%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$22.1M
AGC
19
Angelo Gordon & Co
New York
$22M +$4.9M +100,000 +32%
Wells Fargo
20
Wells Fargo
California
$20.9M +$12.1M +247,705 +174%
Bank of America
21
Bank of America
North Carolina
$20.3M +$12.2M +248,443 +192%
P8IP
22
Pier 88 Investment Partners
California
$17.4M +$15.9M +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
SIM
25
SSI Investment Management
California
$14.6M +$234K +4,770 +2%

KKR.PRD Hedge Fund Activity: Q2 2025 in Review

74 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in KKR & Co 6.25% Series D Preferred Stock (KKR.PRD) for Q2 2025, worth a combined $2.28B — down 2.5% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KKR.PRD positions and 14 closed out — a net gain of 7 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Fosun International, opening a new position worth an estimated $206M. The largest seller was BlackRock, exiting entirely with an estimated $212M sold.

  • 74 institutional investors held KKR & Co 6.25% Series D Preferred Stock (KKR.PRD) as of Q2 2025, up from 67 in Q1 2025.
  • Funds reported $2.28B of KKR & Co 6.25% Series D Preferred Stock stock for Q2 2025, down 2.5% quarter-over-quarter.
  • 21 funds opened new KKR & Co 6.25% Series D Preferred Stock positions in Q2 2025 and 14 closed out, a net change of +7 holders.
  • The largest KKR & Co 6.25% Series D Preferred Stock buyer in Q2 2025 was Fosun International, an estimated $206M added.
  • The largest KKR & Co 6.25% Series D Preferred Stock seller in Q2 2025 was BlackRock, an estimated $212M sold.

Based on aggregated 13F filings for Q2 2025.