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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
WT
626
Whittier Trust
California
$128K -$9.43K -180 -7%
SS
627
Sunbelt Securities
Texas
$127K -$23.4K -447 -16%
IIM
628
Intact Investment Management
Quebec, Canada
$123K -$409K -7,800 -78%
OP
629
ORG Partners
Indiana
$119K +$111K +2,112 New
BAAM
630
Baker Avenue Asset Management
California
$115K -$1.73K -33 -2%
Fifth Third Bancorp
631
Fifth Third Bancorp
Ohio
$114K +$15.3K +292 +17%
GFL
632
Granite FO LLC
New Hampshire
$112K
WSCM
633
Wellington Shields Capital Management
New York
$112K
DJSG
634
D.J. St. Germain
Massachusetts
$110K +$103K +1,973 New
BFEC
635
Benjamin F. Edwards & Company
Missouri
$109K
CWP
636
Concord Wealth Partners
Virginia
$108K
CCP
637
Carmel Capital Partners
California
$108K
AA
638
Alta Advisers
United Kingdom
$106K
GWSG
639
GPS Wealth Strategies Group
Colorado
$106K -$262 -5 -0.3%
AAP
640
Arax Advisory Partners
Colorado
$106K +$314 +6 +0.3%
CA
641
Crewe Advisors
Utah
$104K -$25.7K -491 -21%
ST
642
Smithfield Trust
Pennsylvania
$103K
ACA
643
Atlas Capital Advisors
Wyoming
$98K
BWL
644
Bogart Wealth LLC
Virginia
$97.7K
HNB
645
Huntington National Bank
Ohio
$96.7K -$178K -3,395 -66%
AF
646
Arrow Financial
New York
$93.5K
TVWM
647
Tower View Wealth Management
Wisconsin
$91K +$262 +5 +0.3%
GRP
648
Global Retirement Partners
California
$88.8K -$158K -3,025 -66%
HI
649
Hoey Investments
Pennsylvania
$87.9K
MHR
650
Matthew Hamilton Rosenberg
$83.9K -$65.8K -1,257 -46%

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.