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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
EST
526
EA Series Trust
Pennsylvania
$333K +$311K +5,940 New
EF
527
Empowered Funds
Pennsylvania
$333K +$311K +5,940 New
TRCT
528
Tower Research Capital (TRC)
New York
$330K +$277K +5,297 +895%
DC
529
Davenport & Co
Virginia
$330K -$172K -3,281 -36%
XT
530
XTX Topco
Cayman Islands
$329K +$41K +782 +15%
AFA
531
Arlington Financial Advisors
California
$328K -$314 -6 -0.1%
GT
532
Glenmede Trust
Pennsylvania
$328K
NSG
533
Nalls Sherbakoff Group
Tennessee
$327K -$10.5K -200 -3%
IWC
534
Integrated Wealth Concepts
Massachusetts
$327K +$1.89K +36 +0.6%
MYAM
535
Meiji Yasuda Asset Management
Japan
$325K +$15.2K +290 +5%
HWM
536
HB Wealth Management
Georgia
$323K +$33.4K +638 +12%
FFA
537
Farther Finance Advisors
California
$317K +$72.7K +1,388 +33%
GLA
538
Good Life Advisors
Pennsylvania
$312K
Axa
539
Axa
France
$311K +$6.13K +117 +2%
SW
540
SteelPeak Wealth
California
$305K
PWM
541
PRW Wealth Management
Massachusetts
$305K
VFO
542
Virtus Family Office
Texas
$300K -$219K -4,189 -44%
NI
543
NFC Investments
Tennessee
$299K +$280K +5,340 New
SAM
544
Seelaus Asset Management
New Jersey
$297K +$277K +5,295 New
FHA
545
First Horizon Advisors
Tennessee
$292K -$21.5K -410 -7%
KIA
546
KCM Investment Advisors
California
$291K -$1.32M -25,218 -83%
SM
547
Sweeney & Michel
California
$287K
HKAM
548
Horizon Kinetics Asset Management
New York
$283K
FBT
549
First Bank & Trust
South Dakota
$280K -$7.18K -137 -3%
FCP
550
Fidelis Capital Partners
Florida
$278K +$48K +916 +23%

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.