We are live on ! Find out more
KKR icon

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
PA
701
PSI Advisors
Florida
$16K
AT
702
Avalon Trust
New Mexico
$15.9K
CWC
703
Carolinas Wealth Consulting
North Carolina
$15.4K -$17.4K -332 -55%
RTC
704
Riverview Trust Company
Washington
$15.3K
PIAS
705
PCA Investment Advisory Services
Ohio
$14.8K +$13.8K +263 New
RFG
706
RFP Financial Group
Georgia
$14.3K +$13.4K +255 New
PI
707
PineBridge Investments
New York
$14.2K
RMC
708
Resources Management Corp
Connecticut
$14K +$11.2K +213 +576%
CAC
709
Core Alternative Capital
Georgia
$13K +$1.99K +38 +20%
Kayne Anderson Rudnick Investment Management
710
Kayne Anderson Rudnick Investment Management
California
$12K +$2.2K +42 +24%
CFD
711
Creative Financial Designs
Indiana
$11.6K +$52 +1 +0.5%
BCM
712
Blume Capital Management
California
$11.2K
HDIM
713
Hanson & Doremus Investment Management
Vermont
$10K +$9.43K +180 New
GWS
714
Glassman Wealth Services
Virginia
$9.69K +$52 +1 +0.6%
AAG
715
Armstrong Advisory Group
Massachusetts
$8.4K
AF
716
Advisornet Financial
Minnesota
$8.12K -$2.99K -57 -28%
AWM
717
Atticus Wealth Management
Florida
$7.45K
ICM
718
Islay Capital Management
Texas
$7.02K
VSQM
719
V-Square Quantitative Management
Illinois
$6.78K +$6.34K +121 New
CTC
720
Central Trust Company
Missouri
$6.72K
CA
721
Centerpoint Advisors
Massachusetts
$6K
BTI
722
Blue Trust Inc
Georgia
$6K +$4.5K +86 +410%
GEA
723
Glen Eagle Advisors
New Jersey
$5.6K
MTIC
724
Missouri Trust & Investment Company
Missouri
$5.6K
MIM
725
Macroview Investment Management
Maryland
$5.02K +$52 +1 +1%

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.