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
RA
301
Royce & Associates
New York
$1.77M +$150K +2,788 +9%
VCM
302
Vetamer Capital Management
California
$1.76M +$1.79M +33,424 New
LFG
303
Larson Financial Group
Missouri
$1.75M +$28.3K +528 +2%
US Bancorp
304
US Bancorp
Minnesota
$1.73M -$149K -2,774 -8%
TWC
305
TD Waterhouse Canada
Ontario, Canada
$1.71M -$16K -299 -0.9%
Mackenzie Financial
306
Mackenzie Financial
Ontario, Canada
$1.7M -$372K -6,939 -18%
HSA
307
HBK Sorce Advisory
Pennsylvania
$1.67M +$1.7M +31,744 New
CWA
308
CM Wealth Advisors
Ohio
$1.65M +$1.76M +32,828 New
CM
309
Caption Management
Oklahoma
$1.62M +$1.66M +30,846 New
VI
310
Vestcor Inc
New Brunswick, Canada
$1.61M +$930K +17,339 +131%
KIA
311
KCM Investment Advisors
California
$1.6M +$1.36M +25,307 +495%
GP
312
Greenline Partners
New York
$1.6M +$150K +2,789 +10%
ESBC
313
E.S. Barr & Co
Kentucky
$1.6M
CCM
314
Campbell Capital Management
Florida
$1.58M +$1.61M +30,000 New
DILIC
315
Dai-ichi Life Insurance Company
Japan
$1.57M
BTWM
316
Baker Tilly Wealth Management
Wisconsin
$1.57M +$230K +4,278 +17%
FC
317
FORA Capital
Florida
$1.54M +$554K +10,326 +55%
PA
318
Pinnacle Associates
New York
$1.51M +$82K +1,528 +6%
ICG
319
InterOcean Capital Group
Tennessee
$1.5M
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$1.5M +$25.3K +472 +2%
GAM
321
Gotham Asset Management
New York
$1.49M +$112K +2,086 +8%
Mirae Asset Global Investments
322
Mirae Asset Global Investments
South Korea
$1.47M +$194K +3,612 +15%
EWA
323
EP Wealth Advisors
California
$1.46M +$2.03M +37,784 New
BAM
324
Byrne Asset Management
New Jersey
$1.43M +$25.8K +480 +2%
SPIA
325
Steward Partners Investment Advisory
New York
$1.42M -$20.4K -381 -1%

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.