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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
726
Washington Trust
Rhode Island
$4.7K -$786 -15 -15%
CT
727
Colonial Trust
South Carolina
$4.36K
VAG
728
VisionPoint Advisory Group
Texas
$4.09K +$3.82K +73 New
CAL
729
Capital Advisors Ltd
Ohio
$4K
BWM
730
Baystate Wealth Management
Massachusetts
$3.88K
BAM
731
Bellevue Asset Management
Washington
$3.7K -$576 -11 -14%
Allspring Global Investments
732
Allspring Global Investments
North Carolina
$3.7K +$367 +7 +12%
NC
733
NewSquare Capital
Pennsylvania
$3.36K -$1.05K -20 -25%
EARNEST Partners
734
EARNEST Partners
Georgia
$3.3K
FMP
735
Financial Management Professionals
Texas
$3K
HI
736
Harbour Investments
Wisconsin
$2.63K -$210 -4 -8%
BIA
737
Bell Investment Advisors
California
$2.58K
RI
738
Ridgewood Investments
New Jersey
$2.35K
JFA
739
JNBA Financial Advisors
Minnesota
$2.18K
PCM
740
Penserra Capital Management
California
$2K +$105 +2 +4%
JWA
741
JFS Wealth Advisors
Pennsylvania
$1.85K
SWA
742
Sutton Wealth Advisors
Florida
$1.85K
CFGS
743
Concourse Financial Group Securities
Alabama
$1.79K -$22.1K -422 -93%
PPC
744
Park Place Capital
Alabama
$1.74K
TAM
745
Tucker Asset Management
Colorado
$1.68K +$1.57K +30 New
ETC
746
Exchange Traded Concepts
Oklahoma
$1.57K +$157 +3 +12%
CAS
747
Coppell Advisory Solutions
Texas
$1.46K +$1.36K +26 New
RA
748
Rise Advisors
New York
$1.42K
IA
749
IFS Advisors
Kansas
$1.4K
IGWM
750
ICA Group Wealth Management
Colorado
$1.29K

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.