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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
AI
351
AXS Investments
New York
$1.26M +$1.18M +22,452 New
CIBC Asset Management
352
CIBC Asset Management
Ontario, Canada
$1.25M +$681 +13 +0.1%
BAMF
353
BI Asset Management Fondsmaeglerselskab
Denmark
$1.24M +$156K +2,969 +15%
BCA
354
Bray Capital Advisors
Florida
$1.23M -$143K -2,730 -11%
BBVA
355
Banco Bilbao Vizcaya Argentaria
Spain
$1.16M +$414K +7,907 +63%
LDB
356
Lee, Danner & Bass
Tennessee
$1.16M -$25.1K -479 -2%
OFG
357
Oxford Financial Group
Indiana
$1.15M -$101K -1,927 -9%
CSI
358
Cross Staff Investments
New York
$1.14M -$88K -1,679 -8%
PA
359
Pinnacle Associates
New York
$1.13M -$452K -8,634 -30%
EDRH
360
Edmond de Rothschild Holding
Switzerland
$1.12M
SB
361
Strategic Blueprint
Georgia
$1.12M -$2.03M -38,663 -66%
Bessemer Group
362
Bessemer Group
New Jersey
$1.11M +$879K +16,781 +559%
APG Asset Management
363
APG Asset Management
Netherlands
$1.09M -$145K -2,770 -12%
MIM
364
MetLife Investment Management
New Jersey
$1.09M +$396K +7,567 +64%
BBA
365
Baader Bank Aktiengesellschaft
Germany
$1.05M -$6.92K -132 -0.7%
SPIO
366
Seven Post Investment Office
California
$1.05M
RJT
367
Raymond James Trust
Florida
$1.05M +$123K +2,344 +14%
AAM
368
AR Asset Management
California
$1.01M
IWM
369
IHT Wealth Management
Illinois
$983K +$49.9K +953 +6%
YAVAPFMC
370
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$980K
William Blair & Company
371
William Blair & Company
Illinois
$979K +$299K +5,710 +48%
NCM
372
Next Capital Management
New York
$979K
CIBC World Market
373
CIBC World Market
Ontario, Canada
$977K -$63.6K -1,214 -7%
FSA
374
Franklin Street Advisors
North Carolina
$973K
Baird Financial Group
375
Baird Financial Group
Wisconsin
$973K +$22.6K +431 +3%

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.