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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
CC
451
Cipher Capital
New York
$566K +$529K +10,106 New
SPA
452
Sherbrooke Park Advisers
New York
$564K +$234K +4,467 +80%
EH
453
Equitable Holdings
New York
$559K -$18.8K -359 -3%
VAS
454
Vestmark Advisory Solutions
Massachusetts
$556K -$76.1K -1,452 -13%
GWMIA
455
Global Wealth Management Investment Advisory
Florida
$552K +$28K +535 +6%
RIM
456
RW Investment Management
Idaho
$545K +$1.26K +24 +0.2%
YMRC
457
Yorktown Management & Research Company
Virginia
$543K
AM
458
AGF Management
Ontario, Canada
$541K +$506K +9,654 New
RG
459
Rathbones Group
United Kingdom
$540K +$33.3K +635 +7%
Verition Fund Management
460
Verition Fund Management
Connecticut
$534K +$500K +9,542 New
ARC
461
Advisor Resource Council
Texas
$525K -$167K -3,180 -25%
SWS
462
SYSTM Wealth Solutions
Illinois
$522K +$6.65K +127 +1%
AWM
463
Aries Wealth Management
Maine
$516K
Wealthfront Advisers
464
Wealthfront Advisers
California
$506K +$90.7K +1,732 +24%
MA
465
Mutual Advisors
Nebraska
$501K -$31.4K -599 -6%
FA
466
Fountainhead AM
New Jersey
$500K -$99.9K -1,907 -18%
SWM
467
Segment Wealth Management
Texas
$496K
PA
468
Parallel Advisors
California
$491K -$12.6K -241 -3%
FG
469
Fiduciary Group
Georgia
$487K -$44.9K -858 -9%
EGA
470
E&G Advisors
Texas
$482K -$21K -400 -4%
SAM
471
Sawgrass Asset Management
Florida
$481K
SSW
472
Smith Shellnut Wilson
Mississippi
$476K
GAM
473
Guinness Asset Management
United Kingdom
$472K -$78.4K -1,497 -15%
LNC
474
Lincoln National Corp
Pennsylvania
$464K +$163K +3,118 +60%
CCM
475
Corsair Capital Management
New York
$459K

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.