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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
SP
551
Symmetry Partners
Connecticut
$275K
DCM
552
Driehaus Capital Management
Illinois
$274K -$13K -249 -5%
CCA
553
Clearwater Capital Advisors
Illinois
$271K -$26.2K -500 -9%
EIA
554
Edgemoor Investment Advisors
Maryland
$271K
EAM
555
Eschler Asset Management
United Kingdom
$270K
DSC
556
Duncker Streett & Co
Missouri
$269K
TW
557
TrinityPoint Wealth
Connecticut
$268K -$262 -5 -0.1%
9WM
558
9258 Wealth Management
Ohio
$268K -$6.97K -133 -3%
FCCM
559
First City Capital Management
Georgia
$266K
AFS
560
Aft Forsyth & Sober
Florida
$263K
FC
561
Fusion Capital
South Carolina
$262K +$733 +14 +0.3%
Acadian Asset Management
562
Acadian Asset Management
Massachusetts
$260K
FH
563
FWG Holdings
Florida
$259K +$220K +4,198 New
CB
564
Cadence Bank
Mississippi
$258K -$13.7K -262 -5%
PFS
565
Prospera Financial Services
Texas
$256K +$1.57K +30 +0.7%
BFM
566
Boothbay Fund Management
New York
$256K +$239K +4,563 New
IC
567
IEQ Capital
California
$254K -$86.3K -1,648 -27%
HCM
568
Hodges Capital Management
Texas
$252K -$270K -5,150 Closed
GA
569
Gateway Advisory
New Jersey
$252K
SDWMA
570
Schneider Downs Wealth Management Advisors
Pennsylvania
$252K
AWA
571
Arkadios Wealth Advisors
Georgia
$252K -$1.73K -33 -0.7%
EI
572
Ethic Inc
New York
$251K +$3.77K +72 +2%
RFA
573
Register Financial Advisors
Georgia
$248K -$12.9K -246 -5%
RFN
574
RDA Financial Network
Iowa
$247K +$6.6K +126 +3%
UB
575
UMB Bank
Missouri
$245K -$72K -1,375 -24%

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.