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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
AAS
576
Ameritas Advisory Services
Nebraska
$244K -$914K -17,454 -80%
Bank of Nova Scotia
577
Bank of Nova Scotia
Ontario, Canada
$242K -$5.61K -107 -2%
LFASL
578
Lugano Financial Advisors SA (LFA)
Switzerland
$241K +$225K +4,300 New
SC
579
Scotia Capital
Ontario, Canada
$238K -$47.4K -904 -18%
Lido Advisors
580
Lido Advisors
California
$237K +$22.3K +425 +11%
LSA
581
Leonteq Securities AG
Switzerland
$237K
VVP
582
Venture Visionary Partners
Ohio
$237K +$52 +1 +0%
S
583
SignatureFD
Georgia
$236K +$41.4K +790 +23%
NA
584
NewEdge Advisors
Louisiana
$233K -$10.2K -195 -4%
CGH
585
Crossmark Global Holdings
Texas
$233K +$204K +3,889 New
WPW
586
Watershed Private Wealth
Illinois
$233K
Nisa Investment Advisors
587
Nisa Investment Advisors
Missouri
$231K -$25.4K -485 -11%
VFA
588
Valeo Financial Advisors
Indiana
$231K -$87.3K -1,666 -29%
EWA
589
EP Wealth Advisors
California
$230K -$646K -12,329 -33%
MA
590
MONECO Advisors
Connecticut
$228K -$2.04K -39 -0.9%
KCPG
591
Kavar Capital Partners Group
Kansas
$225K
LWM
592
Laidlaw Wealth Management
New York
$225K
KA
593
Kovack Advisors
Florida
$225K -$471 -9 -0.2%
UM
594
UniSuper Management
Australia
$224K +$210K +4,000 New
ESCM
595
Echo Street Capital Management
New York
$223K +$209K +3,987 New
FSA
596
Fort Sheridan Advisors
Illinois
$223K +$208K +3,975 New
KAM
597
Knightsbridge Asset Management
California
$222K -$231K -4,401 -53%
OA
598
Operose Advisors
Wisconsin
$220K
ECG
599
Edge Capital Group
Georgia
$218K +$44.9K +858 +28%
I
600
InceptionR
California
$216K +$202K +3,857 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.