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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
HSBC Holdings
151
HSBC Holdings
United Kingdom
$10.4M -$2.4M -45,835 -20%
NCG
152
Newport Capital Group
New Jersey
$10.2M +$786 +15 +0%
CCM
153
Cinctive Capital Management
New York
$10.1M +$9.42M +179,821 New
RA
154
Rovida Advisors
Florida
$9.8M +$1.24M +23,673 +16%
LCS
155
Levin Capital Strategies
New York
$9.69M +$31.4K +600 +0.3%
ASRS
156
Arizona State Retirement System
Arizona
$9.65M +$1.02M +19,473 +13%
ARS
157
Adirondack Retirement Specialists
New York
$9.54M -$1.81M -34,489 -17%
Citigroup
158
Citigroup
New York
$9.49M -$2.06M -39,417 -19%
NSIM
159
North Star Investment Management
Illinois
$9.14M -$21.5K -411 -0.3%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$8.68M -$2.48M -47,424 -23%
Capital Research Global Investors
161
Capital Research Global Investors
California
$8.5M +$7.95M +151,824 New
Nomura Asset Management
162
Nomura Asset Management
Japan
$8.45M +$585K +11,167 +8%
CFM
163
Coronation Fund Managers
South Africa
$8.34M -$603K -11,520 -7%
HFS
164
Hantz Financial Services
Michigan
$8.32M +$291K +5,556 +4%
PWP
165
Private Wealth Partners
California
$8.32M +$245K +4,679 +3%
SH
166
SeaTown Holdings
Singapore
$8.23M -$1.62M -31,000 -17%
FAF
167
Fjarde Ap-fonden
Sweden
$8.14M +$529K +10,100 +7%
JFG
168
Jefferies Financial Group
New York
$8.04M +$7.52M +143,616 New
Toronto Dominion Bank
169
Toronto Dominion Bank
Ontario, Canada
$7.98M -$409K -7,816 -5%
UIM
170
USS Investment Management
United Kingdom
$7.78M
COLIM
171
City of London Investment Management
United Kingdom
$7.7M
NFC
172
Northeast Financial Consultants
Connecticut
$7.67M
PCM
173
Palisade Capital Management
New Jersey
$7.65M
VOYA Investment Management
174
VOYA Investment Management
Georgia
$7.61M +$3.3M +62,911 +86%
SCM
175
SOL Capital Management
Maryland
$7.37M +$14.1K +270 +0.2%

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.