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KKR & Co

745 hedge funds and large institutions have $25.6B invested in KKR & Co in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 230 increasing their positions, 275 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 65

14% more capital invested

Capital invested by funds: $22.4B → $25.6B (+$3.13B)

2% more funds holding

Funds holding: 733745 (+12)

0.52% more ownership

Funds ownership: 55.31%55.83% (+0.52%)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

15% less call options, than puts

Call options by funds: $161M | Put options by funds: $189M

16% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 275

Holders
745
Holders Change
+12
Holders Change %
+1.64%
% of All Funds
11.87%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.43%
New
90
Increased
230
Reduced
275
Closed
65
Calls
$161M
Puts
$189M
Net Calls
-$28.4M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
226
Allianz Asset Management
Germany
$3.8M -$15K -279 -0.4%
BMO
227
Beck Mack & Oliver
New York
$3.79M -$619K -11,530 -14%
KHLMTHM
228
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.77M +$3.94M +73,418 New
SAM
229
Shell Asset Management
Netherlands
$3.69M +$3.77M +70,328 New
Russell Investments Group
230
Russell Investments Group
United Kingdom
$3.65M -$1.68M -31,219 -31%
Public Sector Pension Investment Board (PSP Investments)
231
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.61M +$469K +8,742 +15%
RJFSA
232
Raymond James Financial Services Advisors
Florida
$3.59M -$60K -1,118 -2%
Janney Montgomery Scott
233
Janney Montgomery Scott
Pennsylvania
$3.5M +$992K +18,494 +38%
KAM
234
Karani Asset Management
New York
$3.47M -$1.82K -34 -0.1%
CBA
235
Coastal Bridge Advisors
Connecticut
$3.36M -$43.6K -812 -1%
IIM
236
INTECH Investment Management
Florida
$3.3M +$72.2K +1,345 +2%
CS
237
Candriam SCA
Luxembourg
$3.29M +$2.08M +38,779 +132%
Teacher Retirement System of Texas
238
Teacher Retirement System of Texas
Texas
$3.27M +$18.9K +352 +0.6%
SS
239
Simplicity Solutions
Minnesota
$3.25M +$2.85M +53,054 +601%
BFG
240
Bleakley Financial Group
New Jersey
$3.23M -$591K -11,015 -15%
NAM
241
Nissay Asset Management
Japan
$3.22M -$109K -2,024 -3%
TA
242
Teton Advisors
New York
$3.18M -$26.8K -500 -0.8%
KACA
243
Kayne Anderson Capital Advisors
California
$3.14M
Neuberger Berman Group
244
Neuberger Berman Group
New York
$3.13M -$2.63M -48,972 -45%
OPCM
245
Osborne Partners Capital Management
California
$3.13M +$3.2M +59,570 New
TAF
246
Tredje AP-fonden
Sweden
$3.12M
CAM
247
Close Asset Management
United Kingdom
$3.11M
DADC
248
D.A. Davidson & Co
Montana
$3.1M +$2.27M +42,347 +253%
SB
249
Strategic Blueprint
Georgia
$3.08M +$1.34M +24,986 +74%
PCM
250
Pinnbrook Capital Management
New York
$3.06M +$3.13M +58,277 New

KKR Hedge Fund Activity: Q1 2023 in Review

745 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q1 2023, worth a combined $25.6B — up 14% from $22.4B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new KKR positions and 65 closed out — a net gain of 25 holders — while 230 added to existing stakes and 275 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $352M. The largest seller was Jennison Associates, cutting an estimated $340M.

  • 745 institutional investors held KKR & Co (KKR) as of Q1 2023, up from 733 in Q4 2022.
  • Funds reported $25.6B of KKR & Co stock for Q1 2023, up 14% quarter-over-quarter.
  • 90 funds opened new KKR & Co positions in Q1 2023 and 65 closed out, a net change of +25 holders.
  • The largest KKR & Co buyer in Q1 2023 was Lone Pine Capital, an estimated $352M added.
  • The largest KKR & Co seller in Q1 2023 was Jennison Associates, an estimated $340M sold.

Based on aggregated 13F filings for Q1 2023.