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
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$66M +$619K +11,819 +1%
Barclays
52
Barclays
United Kingdom
$65.1M +$19.5M +372,148 +47%
ZIG
53
Zurich Insurance Group
Switzerland
$65.1M -$4.91M -93,646 -7%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$62.8M +$1.61M +30,780 +3%
Amundi
55
Amundi
France
$59.6M -$370K -7,056 -0.7%
RJA
56
Raymond James & Associates
Florida
$58.7M +$1.02M +19,480 +2%
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$58.3M +$3.99M +76,092 +8%
TD Asset Management
58
TD Asset Management
Ontario, Canada
$58.1M -$1.2M -22,830 -2%
ClearBridge Investments
59
ClearBridge Investments
New York
$58M +$4.65M +88,687 +9%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$57.6M -$8.15M -155,549 -14%
DAM
61
Davis Asset Management
California
$56M
FCM
62
Frontier Capital Management
Massachusetts
$55.7M +$2.35M +44,861 +5%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$55.5M +$2.91M +55,462 +6%
National Pension Service
64
National Pension Service
South Korea
$53.6M +$12.4M +237,136 +33%
HWCM
65
Hudson Way Capital Management
Texas
$53.3M +$3.83M +73,050 +8%
AI
66
Ariel Investments
Illinois
$49.6M -$4.86M -92,802 -9%
LCP
67
LGT Capital Partners
Switzerland
$49.4M -$2.62M -50,000 -5%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$49.2M -$12.2M -232,500 -21%
MIH
69
Meitav Investment House
Israel
$49M -$119K -2,276 -0.3%
GF
70
Gabelli Funds
New York
$48.4M -$141K -2,700 -0.3%
Alkeon Capital Management
71
Alkeon Capital Management
New York
$45.8M -$6.12M -116,873 -13%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$43.8M +$9.35M +178,551 +30%
PGH
73
Partners Group Holding
Switzerland
$42.2M -$1.54M -29,327 -4%
EG
74
Enstar Group
Bermuda
$41M
Deutsche Bank
75
Deutsche Bank
Germany
$39.5M -$755K -14,410 -2%

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.