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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
IAM
101
Iridian Asset Management
Connecticut
$20.5M -$499K -9,531 -3%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$20.3M +$800K +15,269 +4%
Mitsubishi UFJ Trust & Banking
103
Mitsubishi UFJ Trust & Banking
Japan
$19.8M +$1.24M +23,633 +7%
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$19.5M +$16M +306,255 +644%
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$19.5M +$764K +14,594 +4%
CG
106
Colony Group
Massachusetts
$18.9M +$436K +8,323 +3%
CCM
107
Callodine Capital Management
Massachusetts
$18.4M -$1.08M -20,679 -6%
Robeco Institutional Asset Management
108
Robeco Institutional Asset Management
Netherlands
$18.3M -$2.67M -50,965 -13%
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$17.6M +$900K +17,190 +6%
Squarepoint
110
Squarepoint
New York
$17.6M +$15.7M +298,952 +2,012%
BP
111
BBR Partners
New York
$17.2M -$70.5K -1,346 -0.4%
SEI Investments
112
SEI Investments
Pennsylvania
$17.2M -$3.16M -60,302 -16%
BG
113
Bollard Group
Massachusetts
$16.9M +$32.4K +618 +0.2%
TC
114
TwinBeech Capital
New York
$16.7M +$9.83M +187,683 +169%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.4M +$418K +7,974 +3%
AllianceBernstein
116
AllianceBernstein
Tennessee
$15.8M +$1.09M +20,849 +8%
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$15.8M +$1.69M +32,270 +13%
Fidelity International
118
Fidelity International
Bermuda
$15.3M -$2.29M -43,656 -14%
JHA
119
Jackson Hill Advisors
Texas
$14.8M +$314K +6,000 +2%
CGIM
120
Capital Group Investment Management
Singapore
$14.1M
OC
121
Oppenheimer & Co
New York
$14M -$2.78M -53,100 -18%
Asset Management One
122
Asset Management One
Japan
$14M +$605K +11,553 +5%
CII
123
Capital International Inc
California
$13.9M +$1.24M +23,652 +11%
Victory Capital Management
124
Victory Capital Management
Texas
$13.8M -$140K -2,676 -1%
GFI
125
Global Frontier Investments
South Carolina
$13.5M

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.