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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
CFO
676
CVA Family Office
Colorado
$32.2K -$1.57K -30 -5%
AIM
677
Arcadia Investment Management
Michigan
$31.8K
IFAM
678
Institutional & Family Asset Management
Colorado
$30.5K +$105 +2 +0.4%
GWM
679
Geneos Wealth Management
Colorado
$30.1K -$434K -8,293 -94%
DI
680
Disciplined Investments
Oklahoma
$29.4K -$419 -8 -2%
SIC
681
SJS Investment Consulting
Ohio
$29K -$210 -4 -0.8%
SVCP
682
Silicon Valley Capital Partners
California
$28.2K +$26.3K +503 New
BWM
683
BerganKDV Wealth Management
Minnesota
$28K -$629 -12 -2%
AA
684
Ancora Advisors
Ohio
$28K
HIIFS
685
Harel Insurance Investments & Financial Services
Israel
$28K
WWP
686
WR Wealth Planners
Missouri
$28K
FWM
687
Focused Wealth Management
New York
$28K +$2.67K +51 +11%
TPCW
688
TD Private Client Wealth
New York
$27.6K
HBW
689
Hazlett, Burt & Watson
West Virginia
$26K
QL
690
Quarry LP
New York
$25.7K +$11.7K +224 +95%
SWA
691
SOA Wealth Advisors
New York
$25.3K
CCA
692
Catalyst Capital Advisors
New York
$23.5K -$554K -10,580 -96%
AP
693
Arlington Partners
Alabama
$23.5K -$60K -1,145 -73%
RAM
694
Riggs Asset Management
Pennsylvania
$23.4K
QCG
695
Quadrant Capital Group
Ohio
$23.4K -$6.6K -126 -23%
SF
696
Safeguard Financial
Wisconsin
$23K +$21.5K +411 New
PB
697
Pinnacle Bancorp
Nebraska
$20.6K
C
698
Covestor
United Kingdom
$20K -$210 -4 -1%
HCM
699
Hollencrest Capital Management
California
$18.9K -$18.3K -350 -51%
MPWT
700
MassMutual Private Wealth & Trust
Connecticut
$18.8K -$9.38K -179 -35%

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.