We are live on ! Find out more
KKR icon

KKR & Co

760 hedge funds and large institutions have $27.1B invested in KKR & Co in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 242 increasing their positions, 280 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $268M | Put options by funds: $130M

32% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 56

22% more funds holding in top 10

Funds holding in top 10: 2733 (+6)

6% more capital invested

Capital invested by funds: $25.6B → $27.1B (+$1.59B)

2% more funds holding

Funds holding: 745760 (+15)

0.28% less ownership

Funds ownership: 55.83%55.56% (-0.28%)

14% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 280

Holders
760
Holders Change
+15
Holders Change %
+2.01%
% of All Funds
11.93%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.52%
New
74
Increased
242
Reduced
280
Closed
56
Calls
$268M
Puts
$130M
Net Calls
+$139M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$4.48M +$1.82M +34,836 +77%
SIAP
227
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.43M +$2.72K +52 +0.1%
Daiwa Securities Group
228
Daiwa Securities Group
Japan
$4.42M +$309K +5,890 +8%
PRC
229
Pearl River Capital
Michigan
$4.38M +$1.43M +27,211 +53%
BIC
230
Beach Investment Counsel
Pennsylvania
$4.37M -$126K -2,400 -3%
MA
231
Menlo Advisors
California
$4.3M -$41.9K -800 -1%
Allianz Asset Management
232
Allianz Asset Management
Germany
$4.2M +$134K +2,549 +4%
Public Sector Pension Investment Board (PSP Investments)
233
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.19M +$314K +6,000 +9%
Truist Financial
234
Truist Financial
North Carolina
$4.14M -$533K -10,177 -12%
KHLMTHM
235
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.12M
BMO
236
Beck Mack & Oliver
New York
$4.04M -$1.31K -25 -0%
Janus Henderson Group
237
Janus Henderson Group
United Kingdom
$4.04M -$383K -7,313 -9%
SAM
238
Shell Asset Management
Netherlands
$3.89M -$48K -917 -1%
OPCM
239
Osborne Partners Capital Management
California
$3.85M +$479K +9,140 +15%
Neuberger Berman Group
240
Neuberger Berman Group
New York
$3.8M +$433K +8,268 +14%
SCM
241
Saba Capital Management
New York
$3.79M +$3.54M +67,638 New
RJFSA
242
Raymond James Financial Services Advisors
Florida
$3.78M -$45.3K -865 -1%
Janney Montgomery Scott
243
Janney Montgomery Scott
Pennsylvania
$3.77M +$39.7K +758 +1%
CAM
244
Close Asset Management
United Kingdom
$3.69M +$354K +6,750 +11%
AssetMark Inc
245
AssetMark Inc
California
$3.64M +$448K +8,557 +15%
NAM
246
Nissay Asset Management
Japan
$3.62M +$176K +3,365 +5%
Russell Investments Group
247
Russell Investments Group
United Kingdom
$3.61M -$269K -5,139 -7%
DADC
248
D.A. Davidson & Co
Montana
$3.59M +$263K +5,022 +9%
AB
249
Amalgamated Bank
New York
$3.58M +$334K +6,374 +11%
SWM
250
Sendero Wealth Management
Texas
$3.48M +$935K +17,856 +40%

KKR Hedge Fund Activity: Q2 2023 in Review

760 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q2 2023, worth a combined $27.1B — up 6.2% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new KKR positions and 56 closed out — a net gain of 18 holders — while 242 added to existing stakes and 280 trimmed.

The largest buyer was Darsana Capital Partners, opening a new position worth an estimated $210M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $189M.

  • 760 institutional investors held KKR & Co (KKR) as of Q2 2023, up from 745 in Q1 2023.
  • Funds reported $27.1B of KKR & Co stock for Q2 2023, up 6.2% quarter-over-quarter.
  • 74 funds opened new KKR & Co positions in Q2 2023 and 56 closed out, a net change of +18 holders.
  • The largest KKR & Co buyer in Q2 2023 was Darsana Capital Partners, an estimated $210M added.
  • The largest KKR & Co seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $189M sold.

Based on aggregated 13F filings for Q2 2023.