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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
BCM
126
Basswood Capital Management
New York
$13.4M +$12.6M +240,063 New
ACM
127
Aryeh Capital Management
Ontario, Canada
$13.4M
CPM
128
Crescent Park Management
California
$13.4M +$90K +1,719 +0.7%
LPL Financial
129
LPL Financial
California
$13.3M -$681 -13 -0%
M2MC
130
Matthew 25 Management Corp
Pennsylvania
$13.2M
Aberdeen Group
131
Aberdeen Group
United Kingdom
$13.1M +$202K +3,861 +2%
Cerity Partners
132
Cerity Partners
New York
$12.8M +$142K +2,719 +1%
Mitsubishi UFJ Asset Management
133
Mitsubishi UFJ Asset Management
Japan
$12.5M +$1.61M +30,655 +16%
AHC
134
Adell Harriman & Carpenter
Texas
$12.5M +$146K +2,785 +1%
Skandinaviska Enskilda Banken (SEB)
135
Skandinaviska Enskilda Banken (SEB)
Sweden
$12.5M +$777K +14,841 +7%
Canada Pension Plan Investment Board
136
Canada Pension Plan Investment Board
Ontario, Canada
$12.5M -$1.54M -29,414 -12%
DnB Asset Management
137
DnB Asset Management
Norway
$12.3M -$137K -2,624 -1%
WMSA
138
Weiss Multi-Strategy Advisers
New York
$12M +$11.3M +215,000 New
SAM
139
Storebrand Asset Management
Norway
$12M +$172K +3,287 +2%
ZIG
140
Zuckerman Investment Group
Illinois
$11.9M -$37.9K -724 -0.3%
KHLMVGHM
141
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$11.6M
Royal London Asset Management
142
Royal London Asset Management
United Kingdom
$11.5M
PCIG
143
Partners Capital Investment Group
Massachusetts
$11.4M -$4.66M -88,983 -30%
PCM
144
Prana Capital Management
Connecticut
$11.3M +$10.6M +202,009 New
PAIM
145
Punch & Associates Investment Management
Minnesota
$11.3M -$8.9K -170 -0.1%
CIM
146
Caldwell Investment Management
Ontario, Canada
$11.2M
PAMS
147
Pictet Asset Management (Switzerland)
Switzerland
$11.2M +$202K +3,847 +2%
SSA
148
Schonfeld Strategic Advisors
New York
$11M +$10.3M +196,540 New
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$10.5M +$2.81M +53,680 +40%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$10.4M -$514K -9,816 -5%

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.