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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
HWA
651
HHM Wealth Advisors
Tennessee
$78.4K
AF
652
Allworth Financial
California
$74.4K +$14.2K +272 +26%
CCA
653
Column Capital Advisors
Indiana
$69.5K
BBHC
654
Brown Brothers Harriman & Co
New York
$68.6K -$6.97K -133 -10%
SIA
655
SkyView Investment Advisors
New Jersey
$66K -$30.3K -578 -62%
CSPIA
656
Cary Street Partners Investment Advisory
Virginia
$65.9K -$21.9K -418 -26%
WTC
657
WhitTier Trust Company
Nevada
$61.6K
M
658
MOTCO
Texas
$57.1K +$995 +19 +2%
PFBT
659
Parkside Financial Bank & Trust
Missouri
$56.9K -$3.88K -74 -7%
TCOV
660
Trust Company of Vermont
Vermont
$56K
NBT
661
Northwest Bank & Trust
Iowa
$56K +$52.4K +1,000 New
DAM
662
Delta Asset Management
Tennessee
$55.5K
PCTC
663
Perkins Coie Trust Company
Washington
$55.1K -$5.76K -110 -10%
TFGT
664
TS Financial Group (TSFG)
Illinois
$55K
SIS
665
Sound Income Strategies
Florida
$54.6K
WP
666
WealthPLAN Partners
Nebraska
$48.8K
KTC
667
Kistler-Tiffany Companies
Pennsylvania
$48.7K -$2.1K -40 -4%
WB
668
Webster Bank
Connecticut
$48K -$52 -1 -0.1%
CH
669
Canton Hathaway
Rhode Island
$45K
PTC
670
Private Trust Company
Ohio
$43.8K -$943 -18 -2%
WBC
671
Westpac Banking Corp
Australia
$42.8K -$2.47M -47,082 -98%
AIM
672
Achmea Investment Management
Netherlands
$39K
DMBA
673
Deseret Mutual Benefit Administrators
Utah
$37.9K +$7.6K +145 +27%
LC
674
Lindbrook Capital
California
$34.4K +$52 +1 +0.2%
LS
675
Livforsakringsbolaget Skandia
Sweden
$33.6K

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.