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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
Northern Trust
26
Northern Trust
Illinois
$223M +$6.48M +123,705 +3%
Brown Advisory
27
Brown Advisory
Maryland
$183M -$95.8K -1,829 -0.1%
VLKIM
28
Van Lanschot Kempen Investment Management
Netherlands
$142M +$14.3M +273,320 +12%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$132M +$2.43M +46,458 +2%
CI Investments Inc
30
CI Investments Inc
Ontario, Canada
$130M -$32.4M -618,993 -21%
BFM
31
Blacksheep Fund Management
Ireland
$129M
EC
32
Eminence Capital
New York
$125M -$20.2M -385,926 -15%
N
33
Nuveen
North Carolina
$122M +$29M +552,909 +34%
Charles Schwab
34
Charles Schwab
California
$122M +$3.9M +74,360 +4%
JCM
35
Junto Capital Management
New York
$109M +$38.8M +740,332 +61%
Millennium Management
36
Millennium Management
New York
$108M +$84.3M +1,609,372 +493%
SC
37
Samlyn Capital
New York
$106M -$5.46M -104,154 -5%
JP Morgan Chase
38
JP Morgan Chase
New York
$102M +$14.6M +279,057 +18%
Ameriprise
39
Ameriprise
Minnesota
$102M +$7.55M +144,055 +9%
Wells Fargo
40
Wells Fargo
California
$98.5M -$7.4M -141,176 -7%
Macquarie Group
41
Macquarie Group
Australia
$93.5M -$34.1M -651,374 -28%
UBS AM
42
UBS AM
Illinois
$90.4M
PI
43
Putnam Investments
Massachusetts
$87.4M -$1.14M -21,806 -1%
Goldman Sachs
44
Goldman Sachs
New York
$84.7M -$92.8M -1,772,232 -54%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$81.5M -$4.43M -84,510 -5%
ECU
46
Egerton Capital (UK)
United Kingdom
$81.3M -$126M -2,399,841 -62%
MG
47
Markel Group
Virginia
$81.1M +$1.15M +22,000 +2%
Lord, Abbett & Co
48
Lord, Abbett & Co
New Jersey
$71.7M +$171K +3,260 +0.3%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$71.6M +$52.8M +1,008,309 +374%
CS
50
Credit Suisse
Switzerland
$67M +$885K +16,890 +1%

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.