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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
BNP Paribas Asset Management
301
BNP Paribas Asset Management
France
$2.04M -$361K -6,894 -16%
AAF
302
Andra AP-fonden
Sweden
$2.02M +$115K +2,200 +7%
GWMI
303
Guardian Wealth Management (Illinois)
Illinois
$2.01M -$57.3K -1,094 -3%
Franklin Resources
304
Franklin Resources
California
$2M -$632K -12,063 -25%
AWM
305
Avitas Wealth Management
California
$2M -$5.34K -102 -0.3%
ISL
306
Ingalls & Snyder LLC
New York
$1.93M
ST
307
Sabal Trust
Florida
$1.9M +$1.77M +33,865 New
RA
308
Royce & Associates
New York
$1.88M
KAS
309
Kestra Advisory Services
Texas
$1.88M -$298K -5,697 -15%
LFG
310
Larson Financial Group
Missouri
$1.88M +$10.8K +207 +0.6%
RA
311
RiverPark Advisors
New York
$1.87M -$105K -1,997 -6%
CPIG
312
Chicago Partners Investment Group
Illinois
$1.85M +$269K +5,135 +20%
Mirae Asset Global Investments
313
Mirae Asset Global Investments
South Korea
$1.85M +$261K +4,977 +18%
US Bancorp
314
US Bancorp
Minnesota
$1.83M -$18.9K -361 -1%
Creative Planning
315
Creative Planning
Kansas
$1.79M +$260K +4,954 +18%
HSA
316
HBK Sorce Advisory
Pennsylvania
$1.78M -$1.1K -21 -0.1%
Mackenzie Financial
317
Mackenzie Financial
Ontario, Canada
$1.75M -$69.4K -1,325 -4%
BPWM
318
Badgley Phelps Wealth Managers
Washington
$1.75M +$1.64M +31,240 New
TWC
319
TD Waterhouse Canada
Ontario, Canada
$1.74M -$110K -2,098 -6%
VI
320
Vestcor Inc
New Brunswick, Canada
$1.71M
VCM
321
Vetamer Capital Management
California
$1.71M -$153K -2,929 -9%
PCP
322
Proficio Capital Partners
Massachusetts
$1.71M -$1.26M -23,964 -44%
DILIC
323
Dai-ichi Life Insurance Company
Japan
$1.68M
CP
324
CenterBook Partners
Connecticut
$1.66M +$298K +5,697 +24%
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$1.66M +$59.9K +1,143 +4%

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.