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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
SIM
601
SSI Investment Management
California
$213K -$42.5K -811 -18%
AL
602
ADE LLC
Maryland
$213K +$199K +3,805 New
BFA
603
Bragg Financial Advisors
North Carolina
$212K +$198K +3,777 New
BW
604
Bison Wealth
Georgia
$211K +$197K +3,770 New
TC
605
TAGStone Capital
North Carolina
$209K +$196K +3,735 New
RFA
606
Resurgent Financial Advisors
Georgia
$208K -$943 -18 -0.5%
NRC
607
New Republic Capital
North Carolina
$207K +$194K +3,704 New
William Blair Investment Management
608
William Blair Investment Management
Illinois
$205K +$192K +3,665 New
LMKC
609
L.M. Kohn & Company
Ohio
$204K +$191K +3,645 New
TWM
610
Tradition Wealth Management
Minnesota
$203K +$26.2K +500 +16%
CLOS
611
Compagnie Lombard Odier SCmA
Switzerland
$202K
AWM
612
Apollon Wealth Management
South Carolina
$201K +$188K +3,590 New
CNBTD
613
Citizens National Bank Trust Department
Mississippi
$199K
CHA
614
Carmichael Hill & Associates
Maryland
$188K +$524 +10 +0.3%
NFSG
615
Newbridge Financial Services Group
Florida
$187K +$157 +3 +0.1%
OAM
616
Ostrum Asset Management
France
$182K +$210 +4 +0.1%
WPWM
617
Western Pacific Wealth Management
Illinois
$179K
FCAG
618
First Capital Advisors Group
New Jersey
$175K +$164K +3,126 New
WSC
619
Wellington Shields & Co
New York
$168K
BF
620
BOK Financial
Oklahoma
$167K -$34K -650 -18%
HCP
621
Hexagon Capital Partners
Arkansas
$150K +$52 +1 +0%
MA
622
Montag & Associates
Georgia
$149K
IAIM
623
Industrial Alliance Investment Management
Quebec, Canada
$147K
TFM
624
TFC Financial Management
Massachusetts
$143K
EWM
625
Endurance Wealth Management
Rhode Island
$129K

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.