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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
FA
751
Fiduciary Alliance
South Carolina
$1.23K +$1.15K +22 New
VCM
752
Versant Capital Management
Arizona
$1.18K +$1.1K +21 New
CP
753
Castleview Partners
Texas
$1.12K -$524 -10 -33%
GI
754
Gradient Investments
Minnesota
$1.01K +$524 +10 +125%
HFM
755
Harvest Fund Management
China
$1K -$12.2K -233 -91%
FCA
756
FinTrust Capital Advisors
South Carolina
$767
ZB
757
Zions Bancorporation
Utah
$728
DWA
758
Delos Wealth Advisors
Texas
$168
Comerica Bank
759
Comerica Bank
Texas
$62 +$16.3M +311,249 New
TWP
760
TFO Wealth Partners
Ohio
$56
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
761
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$60.6M -1,154,000 Closed
Federated Hermes
762
Federated Hermes
Pennsylvania
-$35.1M -667,392 Closed
PAM
763
Panagora Asset Management
Massachusetts
-$19M -362,584 Closed
Twin Tree Management
764
Twin Tree Management
Texas
-$11.9M -227,978 Closed
AFCM
765
Alta Fox Capital Management
Texas
-$7.01M -133,460 Closed
KHCM
766
Kettle Hill Capital Management
New York
-$6.4M -121,826 Closed
PE
767
Point72 Europe
United Kingdom
-$5.04M -95,900 Closed
GEM
768
Global Endowment Management
North Carolina
-$3.89M -74,017 Closed
PCM
769
Pinnbrook Capital Management
New York
-$3.06M -58,277 Closed
CTC
770
Chai Trust Company
Illinois
-$2.63M -50,000 Closed
GP
771
Greenline Partners
New York
-$1.6M -30,411 Closed
FC
772
FORA Capital
Florida
-$1.54M -29,245 Closed
YIH
773
Y-Intercept (HK)
Hong Kong
-$1.12M -21,266 Closed
GCP
774
GSA Capital Partners
United Kingdom
-$985K -18,749 Closed
LA
775
LBP AM
France
-$948K -18,050 Closed

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.