We are live on ! Find out more
KKR icon

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
PFO
501
Pathstone Family Office
New Jersey
$388K -$1.1K -21 -0.3%
DI
502
Diligent Investors
California
$386K
ONB
503
Old National Bancorp
Indiana
$385K +$786 +15 +0.2%
CI
504
Cigna Investments
Connecticut
$382K +$38.8K +741 +12%
JWM
505
Jessup Wealth Management
Ohio
$380K -$233K -4,440 -40%
VF
506
Virtu Financial
New York
$379K +$355K +6,771 New
Wolverine Trading
507
Wolverine Trading
Illinois
$378K +$354K +6,754 New
GSEP
508
Golden State Equity Partners
California
$377K +$139K +2,656 +65%
CM
509
Caption Management
Oklahoma
$370K -$1.27M -24,246 -79%
WF
510
Welch & Forbes
Massachusetts
$367K
DWM
511
Dakota Wealth Management
Florida
$365K +$37.4K +714 +12%
PWP
512
Principle Wealth Partners
Connecticut
$364K
V
513
Veritable
Delaware
$362K -$4.19K -80 -1%
PA
514
Procyon Advisors
Connecticut
$358K +$335K +6,386 New
OSAM
515
O'Shaughnessy Asset Management
Connecticut
$352K +$46.8K +894 +17%
VPIM
516
Vanguard Personalized Indexing Management
California
$349K +$56.8K +1,085 +21%
SIC
517
Samalin Investment Counsel
New York
$345K +$786 +15 +0.2%
SFI
518
Siemens Fonds Invest
Germany
$344K
CWA
519
CM Wealth Advisors
Ohio
$337K -$1.43M -27,207 -83%
FM
520
Family Management
New York
$336K -$5.82K -111 -2%
Lazard Asset Management
521
Lazard Asset Management
New York
$336K
NIM
522
Northeast Investment Management
Massachusetts
$336K
IFWM
523
Institute for Wealth Management
Colorado
$334K
CIC
524
Carnegie Investment Counsel
Ohio
$334K -$52 -1 -0%
TCA
525
Transcend Capital Advisors
New Jersey
$334K -$786 -15 -0.3%

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.