We are live on ! Find out more
KKR icon

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
EMPI
276
Elo Mutual Pension Insurance
Finland
$2.35M +$76.6K +1,428 +3%
Schroder Investment Management Group
277
Schroder Investment Management Group
United Kingdom
$2.34M -$623K -11,615 -21%
SFFS
278
Stonehage Fleming Financial Services
Jersey
$2.33M -$96.8K -1,804 -4%
SWM
279
Sendero Wealth Management
Texas
$2.32M +$891K +16,603 +60%
BNP Paribas Asset Management
280
BNP Paribas Asset Management
France
$2.28M +$94.7K +1,764 +4%
ORC
281
O'Rourke & Company
Massachusetts
$2.27M -$58.7K -1,093 -2%
NEI
282
Northwest & Ethical Investments
Ontario, Canada
$2.21M -$396K -7,372 -15%
OIS
283
Okabena Investment Services
Minnesota
$2.13M -$192K -3,569 -8%
RIL
284
Rothschild Investment LLC
Illinois
$2.1M +$16.4K +305 +0.8%
RCG
285
Rock Creek Group
District of Columbia
$2.1M -$537K -10,000 -20%
FFH
286
Fairfax Financial Holdings
Ontario, Canada
$2.1M
COI
287
Connable Office Inc
Michigan
$2.09M -$21.3K -397 -1%
KAS
288
Kestra Advisory Services
Texas
$2.06M -$140K -2,601 -6%
SMDAM
289
Sumitomo Mitsui DS Asset Management
Japan
$2.05M
CAM
290
Cresset Asset Management
Illinois
$1.95M -$1.61K -30 -0.1%
GWMI
291
Guardian Wealth Management (Illinois)
Illinois
$1.94M +$204K +3,802 +11%
CAN
292
Cetera Advisor Networks
California
$1.93M -$53.8K -1,003 -3%
AWM
293
Avitas Wealth Management
California
$1.88M -$7.03K -131 -0.4%
PAG
294
Private Advisor Group
New Jersey
$1.87M -$135K -2,508 -7%
RA
295
RiverPark Advisors
New York
$1.86M -$454K -8,469 -19%
CM
296
Crestline Management
Texas
$1.84M +$1.88M +35,000 New
ISL
297
Ingalls & Snyder LLC
New York
$1.81M -$16.1K -300 -0.9%
Nordea Investment Management
298
Nordea Investment Management
Sweden
$1.81M -$62.7K -1,168 -3%
WB
299
WesBanco Bank
West Virginia
$1.78M -$128K -2,379 -7%
AAF
300
Andra AP-fonden
Sweden
$1.78M -$1.26M -23,500 -41%

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.