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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
QC
376
Quadrature Capital
United Kingdom
$965K +$903K +17,237 New
SAA
377
Southeast Asset Advisors
Georgia
$961K -$54.2K -1,034 -6%
M&T Bank
378
M&T Bank
New York
$931K -$482K -9,203 -36%
VIM
379
Vinva Investment Management
Australia
$900K -$161K -3,066 -16%
EFS
380
Essex Financial Services
Connecticut
$889K -$6.6K -126 -0.8%
RGI
381
River Global Investors
United Kingdom
$877K
LSA
382
Lansing Street Advisors
Pennsylvania
$867K +$2.41K +46 +0.3%
CWP
383
Curated Wealth Partners
California
$854K -$10.5K -201 -1%
IAA
384
Independent Advisor Alliance
North Carolina
$848K -$20.7K -395 -3%
WKWM
385
Walter & Keenan Wealth Management
Indiana
$819K
Mercer Global Advisors
386
Mercer Global Advisors
Colorado
$803K +$2.83K +54 +0.4%
JWCA
387
J.W. Cole Advisors
Florida
$796K +$12.3K +234 +2%
EIP
388
Epoch Investment Partners
New York
$790K -$91.9K -1,755 -11%
AWM
389
AE Wealth Management
Kansas
$789K +$16.9K +323 +2%
FNBSF
390
First National Bank Sioux Falls
South Dakota
$786K
TMAM
391
Tokio Marine Asset Management
Japan
$784K +$72.2K +1,379 +11%
KeyBank National Association
392
KeyBank National Association
Ohio
$784K -$37.3K -713 -5%
LFAS
393
Level Four Advisory Services
Texas
$780K -$150K -2,859 -17%
CWM
394
Chemistry Wealth Management
New York
$777K
SCA
395
Snowden Capital Advisors
New York
$770K +$34.2K +652 +5%
KIA
396
Kraematon Investment Advisors
Massachusetts
$763K +$838 +16 +0.1%
DLA
397
Douglas Lane & Associates
New York
$759K -$31.4K -600 -4%
GIM
398
Guardian Investment Management
California
$756K -$13.1K -250 -2%
HCA
399
Harbor Capital Advisors
Illinois
$755K +$11.1K +212 +2%
CB
400
Commerce Bank
Missouri
$739K +$20.4K +389 +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.