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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
RC
776
Roundview Capital
New Jersey
-$937K -17,837 Closed
BAM
777
Belpointe Asset Management
Nevada
-$881K -16,778 Closed
PFA
778
Professional Financial Advisors
Nebraska
-$942K -16,117 Closed
BHCM
779
Boulder Hill Capital Management
New York
-$788K -15,000 Closed
SOADOR
780
State of Alaska Department of Revenue
Alaska
-$756K -14,412 Closed
Thrivent Financial for Lutherans
781
Thrivent Financial for Lutherans
Minnesota
-$747K -14,221 Closed
BCM
782
Basso Capital Management
Connecticut
-$746K -14,200 Closed
ETH
783
Exos TFP Holdings
New York
-$551K -10,500 Closed
SM
784
Sciencast Management
New Jersey
-$445K -9,242 Closed
SG Americas Securities
785
SG Americas Securities
New York
-$465K -8,859 Closed
QT
786
Quantamental Technologies
New York
-$346K -6,584 Closed
FTDI
787
First Trust Direct Indexing
Massachusetts
-$330K -6,291 Closed
CCG
788
Cloverfields Capital Group
Minnesota
-$325K -6,196 Closed
PI
789
PEAK6 Investments
Illinois
-$310K -5,927 Closed
PAI
790
Pittenger & Anderson Inc
Nebraska
-$282K -5,375 Closed
CPA
791
Capital Planning Advisors
California
-$262K -4,983 Closed
MFS
792
Mirabella Financial Services
United Kingdom
-$251K -4,782 Closed
PFC
793
Phocas Financial Corp
California
-$243K -4,625 Closed
CCM
794
Compton Capital Management
Rhode Island
-$234K -4,450 Closed
SPC
795
Sigma Planning Corp
Michigan
-$225K -4,292 Closed
HVP
796
Hudson Value Partners
Florida
-$211K -4,015 Closed
NWM
797
Nicola Wealth Management
British Columbia, Canada
-$210K -4,000 Closed
BL
798
Balentine LLC
Georgia
-$207K -3,949 Closed
MTWM
799
Masso Torrence Wealth Management
New Jersey
-$205K -3,908 Closed
FANJ
800
Financial Architects (New Jersey)
New Jersey
-$204K -3,879 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.