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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
SF
476
Synovus Financial
Georgia
$457K -$20.1K -384 -4%
BCV
477
Banque Cantonale Vaudoise
Switzerland
$453K
CG
478
Cutler Group
California
$450K +$421K +8,036 New
ASN
479
Advisory Services Network
Georgia
$446K -$27.9K -533 -6%
CCM
480
Coldstream Capital Management
Washington
$443K -$2.41K -46 -0.6%
SRC
481
Sage Rhino Capital
California
$443K +$157 +3 +0%
FWP
482
Firethorn Wealth Partners
Georgia
$442K -$6.86K -131 -2%
TSS
483
Two Sigma Securities
New York
$432K +$404K +7,717 New
FMAEN1
484
Fund Management at Engine No 1
California
$422K +$27.9K +532 +8%
Carson Wealth (CWM LLC)
485
Carson Wealth (CWM LLC)
Nebraska
$421K +$28.6K +546 +8%
LW
486
Linscomb Wealth
Texas
$421K
AGP
487
Akaris Global Partners
New York
$420K +$393K +7,500 New
GT
488
Glenview Trust
Kentucky
$418K +$14.5K +277 +4%
NW
489
NewEdge Wealth
Pennsylvania
$411K -$13.9K -265 -3%
MGWM
490
Marks Group Wealth Management
Minnesota
$410K -$67.3K -1,285 -15%
AIG
491
American International Group
New York
$409K +$80.7K +1,540 +27%
VWA
492
Visionary Wealth Advisors
Illinois
$405K +$14.7K +281 +4%
SFA
493
Sequoia Financial Advisors
Ohio
$401K +$28.9K +552 +8%
FFM
494
Forum Financial Management
Illinois
$400K
MSAM
495
Moloney Securities Asset Management
Missouri
$400K +$105 +2 +0%
YCM
496
Yousif Capital Management
Michigan
$397K +$23.1K +441 +7%
OWP
497
Obermeyer Wealth Partners
Colorado
$397K
AWA
498
Arete Wealth Advisors
Illinois
$392K -$45.8K -874 -11%
BC
499
Bartlett & Co
Ohio
$392K +$367K +7,000 New
BCWM
500
Bartlett & Co Wealth Management
Ohio
$392K +$367K +7,000 New

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.