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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
AB
251
Amalgamated Bank
New York
$3.03M -$1.93K -36 -0.1%
AA
252
ALPS Advisors
Colorado
$3.03M -$91.2K -1,700 -3%
AssetMark Inc
253
AssetMark Inc
California
$2.96M +$438K +8,168 +17%
SC
254
Sierra Capital
Florida
$2.93M +$3.22K +60 +0.1%
GJCM
255
Grand Jean Capital Management
California
$2.88M +$130K +2,422 +5%
PCP
256
Proficio Capital Partners
Massachusetts
$2.86M +$8.1K +151 +0.3%
ACH
257
ArrowMark Colorado Holdings
Colorado
$2.86M
WW
258
Waterfront Wealth
Kansas
$2.74M -$121K -2,249 -4%
Kovitz Investment Group Partners
259
Kovitz Investment Group Partners
Illinois
$2.72M -$2.54M -47,371 -48%
PRC
260
Pearl River Capital
Michigan
$2.68M +$1.61M +29,923 +142%
CPA
261
Cowen Prime Advisors
New York
$2.66M
CTC
262
Chai Trust Company
Illinois
$2.63M
BCIM
263
British Columbia Investment Management
British Columbia, Canada
$2.62M +$15.3K +286 +0.6%
CAM
264
Cacti Asset Management
Georgia
$2.58M
AF
265
Ally Financial
Michigan
$2.57M
CFMC
266
Curbstone Financial Management Corp
New Hampshire
$2.55M -$118K -2,200 -4%
WBC
267
Westpac Banking Corp
Australia
$2.51M
Franklin Resources
268
Franklin Resources
California
$2.51M -$53.5K -997 -2%
National Bank of Canada
269
National Bank of Canada
Quebec, Canada
$2.5M -$15.2K -283 -0.6%
PCM
270
Poehling Capital Management
Wisconsin
$2.43M -$56.1K -1,046 -2%
PFPT
271
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.37M +$69.2K +1,290 +3%
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$2.37M -$59.8K -1,114 -2%
SCA
273
STALEY CAPITAL ADVISERS
Pennsylvania
$2.37M
D.E. Shaw & Co
274
D.E. Shaw & Co
New York
$2.36M -$2.87M -53,540 -54%
MSRPS
275
Maryland State Retirement & Pension System
Maryland
$2.36M

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.