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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
KF
426
Krilogy Financial
Missouri
$635K +$100K +1,914 +20%
SCM
427
Silvant Capital Management
Georgia
$635K -$943 -18 -0.2%
SWM
428
Spire Wealth Management
Virginia
$629K -$5.61K -107 -0.9%
ZF
429
Zhang Financial
Michigan
$625K -$7.86K -150 -1%
JEST
430
JTC Employer Solutions Trustee
Jersey
$622K
BRWA
431
B. Riley Wealth Advisors
Florida
$614K -$63.3K -1,209 -10%
FMN
432
Financial Management Network
California
$613K +$44.5K +849 +8%
SDWIA
433
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$613K +$52 +1 +0%
SW
434
SVB Wealth
Massachusetts
$611K -$198K -3,773 -26%
NYLIM
435
New York Life Investment Management
New York
$609K +$570K +10,880 New
DT
436
Diversified Trust
Tennessee
$605K +$82.5K +1,575 +17%
MCM
437
MAI Capital Management
Ohio
$599K +$1.36K +26 +0.2%
D.E. Shaw & Co
438
D.E. Shaw & Co
New York
$598K -$1.8M -34,303 -76%
Assenagon Asset Management
439
Assenagon Asset Management
Luxembourg
$597K +$25K +477 +5%
TI
440
Tidal Investments
Wisconsin
$591K -$252K -4,802 -31%
MC
441
Machina Capital
France
$591K +$332K +6,339 +150%
PAM
442
Paradigm Asset Management
New York
$585K +$471K +9,000 +619%
MC
443
Moors & Cabot
Massachusetts
$583K -$17K -324 -3%
GC
444
Guggenheim Capital
Illinois
$582K +$38.6K +736 +8%
WWM
445
Western Wealth Management
Colorado
$578K -$13.6K -260 -2%
WAP
446
Wealthcare Advisory Partners
Pennsylvania
$575K -$17.3K -330 -3%
PSP
447
Principal Street Partners
Tennessee
$575K -$7.6K -145 -1%
BFS
448
Bradley Foster & Sargent
Connecticut
$574K -$24.7K -471 -4%
BFA
449
Beaumont Financial Advisors
Massachusetts
$572K
CHAM
450
Clear Harbor Asset Management
Connecticut
$567K

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.