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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
CWP
401
CFM Wealth Partners
Texas
$727K -$14.5K -276 -2%
RDWM
402
Red Door Wealth Management
Tennessee
$724K +$677K +12,924 New
MNBTD
403
Moody National Bank Trust Division
Texas
$713K
RSWM
404
Robertson Stephens Wealth Management
California
$713K -$838 -16 -0.1%
O
405
Ossiam
France
$709K -$56.3K -1,074 -8%
BMSSC
406
B. Metzler seel. Sohn & Co
Germany
$706K +$11.8K +225 +2%
VanEck Associates
407
VanEck Associates
New York
$705K +$20.2K +385 +3%
GC
408
Gilbert & Cook
Iowa
$701K -$74.6K -1,424 -10%
PMG
409
ProVise Management Group
Florida
$699K
Vontobel Holding
410
Vontobel Holding
Switzerland
$697K
LNWWM
411
Laird Norton Wetherby Wealth Management
California
$696K +$23.8K +454 +4%
Cetera Investment Advisers
412
Cetera Investment Advisers
Illinois
$692K -$84.9K -1,621 -12%
EPA
413
Element Pointe Advisors
Florida
$691K
FPCG
414
Fort Pitt Capital Group
Pennsylvania
$688K
CAMG
415
CWA Asset Management Group
Florida
$684K +$1.05K +20 +0.2%
MGP
416
Metis Global Partners
California
$679K -$129K -2,466 -17%
Ensign Peak Advisors
417
Ensign Peak Advisors
Utah
$678K
MWM
418
Mission Wealth Management
California
$676K -$1.47K -28 -0.2%
CNBT
419
Canandaigua National Bank & Trust
New York
$674K -$12.7K -243 -2%
JJBC
420
James J. Burns & Company
New York
$673K
TCM
421
Triumph Capital Management
Colorado
$673K +$629K +12,015 New
KPWS
422
Kestra Private Wealth Services
Texas
$655K +$14.1K +269 +2%
FPA
423
First Pacific Advisors
California
$650K
BPA
424
Beacon Pointe Advisors
California
$644K -$19.1K -365 -3%
OTL
425
Oak Thistle LLC
New York
$642K +$275K +5,253 +84%

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.