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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
WB
326
WesBanco Bank
West Virginia
$1.65M -$239K -4,556 -13%
ESBC
327
E.S. Barr & Co
Kentucky
$1.64M -$57.6K -1,100 -4%
ICG
328
InterOcean Capital Group
Tennessee
$1.62M +$18.2K +347 +1%
CAL
329
Capital Analysts LLC
Pennsylvania
$1.61M +$247K +4,712 +19%
OIS
330
Okabena Investment Services
Minnesota
$1.54M -$684K -13,059 -32%
Prudential Financial
331
Prudential Financial
New Jersey
$1.52M -$7.51M -143,307 -81%
BAM
332
Byrne Asset Management
New Jersey
$1.52M -$1.83K -35 -0.1%
GAM
333
Gotham Asset Management
New York
$1.52M -$64.4K -1,230 -4%
BTWM
334
Baker Tilly Wealth Management
Wisconsin
$1.52M -$148K -2,827 -9%
AWA
335
Aaron Wealth Advisors
Illinois
$1.49M +$7.6K +145 +0.5%
SPIA
336
Steward Partners Investment Advisory
New York
$1.49M -$25.4K -484 -2%
RFC
337
Regions Financial Corp
Alabama
$1.47M +$1.08M +20,662 +372%
AI
338
Atria Investments
North Carolina
$1.45M +$1.35M +25,821 New
MCM
339
McKinley Capital Management
Alaska
$1.41M +$11.2K +213 +0.9%
BA
340
Bridgewater Associates
Connecticut
$1.37M +$1.28M +24,410 New
Kovitz Investment Group Partners
341
Kovitz Investment Group Partners
Illinois
$1.36M -$1.44M -27,445 -53%
CA
342
Clearstead Advisors
Ohio
$1.35M +$1.26M +24,021 +35,325%
TC
343
TownSquare Capital
Utah
$1.35M +$366K +6,983 +41%
Aviva
344
Aviva
United Kingdom
$1.33M -$28.8M -548,872 -96%
MML Investors Services
345
MML Investors Services
Massachusetts
$1.32M +$205K +3,922 +20%
CCA
346
Checchi Capital Advisers
California
$1.31M +$9.8K +187 +0.8%
IAN
347
Integrated Advisors Network
Texas
$1.31M -$110K -2,107 -8%
PAG
348
Private Advisor Group
New Jersey
$1.3M -$671K -12,802 -36%
PP
349
Prudential plc
United Kingdom
$1.29M +$145K +2,769 +14%
RCM
350
Riverpark Capital Management
New York
$1.27M

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.