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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
AWS
176
Atria Wealth Solutions
New York
$7.27M -$443K -8,451 -6%
Qube Research & Technologies (QRT)
177
Qube Research & Technologies (QRT)
United Kingdom
$7.24M -$8.75M -167,048 -56%
JSP
178
Jackson Square Partners
California
$7.24M -$2.22M -42,357 -25%
SI
179
Stephens Inc
Arkansas
$7.24M +$240K +4,578 +4%
GCM
180
GoodHaven Capital Management
New Jersey
$7.07M -$5.24K -100 -0.1%
CFB
181
Cullen/Frost Bankers
Texas
$7.05M +$308K +5,880 +5%
JMPWA
182
JP Morgan Private Wealth Advisors
California
$7.04M -$705K -13,459 -10%
BMM
183
Buffington Mohr McNeal
Idaho
$6.91M -$43.1K -823 -0.7%
PA
184
Perennial Advisors
New York
$6.88M +$14.2K +272 +0.2%
ET
185
Equitable Trust
Tennessee
$6.73M -$70.2K -1,340 -1%
LAM
186
Lountzis Asset Management
Pennsylvania
$6.65M -$149K -2,846 -3%
FNBT
187
FineMark National Bank & Trust
Florida
$6.57M +$4.99M +95,203 +431%
FDCDDQ
188
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.49M +$553K +10,550 +10%
II
189
IFM Investors
Australia
$6.41M +$709K +13,530 +13%
MCP
190
Mirador Capital Partners
California
$6.36M -$38.3K -731 -0.6%
ACM
191
Alpha Capital Management
Texas
$6.36M
URS
192
Utah Retirement Systems
Utah
$6.2M +$471K +9,000 +9%
Osaic Holdings
193
Osaic Holdings
Arizona
$6.19M -$530K -10,114 -8%
Cambridge Investment Research Advisors
194
Cambridge Investment Research Advisors
Iowa
$6.17M -$4.92K -94 -0.1%
MA
195
MYDA Advisors
New York
$6.16M +$5.24M +100,000 +1,000%
FAF
196
Första AP-fonden
Sweden
$6.1M +$351K +6,700 +7%
CCM
197
Chickasaw Capital Management
Tennessee
$6.1M -$40.6K -775 -0.7%
Jennison Associates
198
Jennison Associates
New York
$6.05M -$1.38M -26,395 -20%
EWA
199
EverSource Wealth Advisors
Alabama
$5.7M +$11.1K +211 +0.2%
PCM
200
PenderFund Capital Management
British Columbia, Canada
$5.64M -$1.18M -22,600 -23%

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.