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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
Creative Planning
326
Creative Planning
Kansas
$1.41M -$143K -2,666 -9%
AWA
327
Aaron Wealth Advisors
Illinois
$1.39M +$4.62K +86 +0.3%
CPIG
328
Chicago Partners Investment Group
Illinois
$1.38M +$114K +2,126 +9%
M&T Bank
329
M&T Bank
New York
$1.36M -$82.2K -1,531 -6%
IAN
330
Integrated Advisors Network
Texas
$1.34M -$47K -876 -3%
CAL
331
Capital Analysts LLC
Pennsylvania
$1.32M +$753K +14,028 +125%
MCM
332
McKinley Capital Management
Alaska
$1.31M +$5.47K +102 +0.4%
EGM
333
Engineers Gate Manager
New York
$1.31M -$5.16M -96,108 -79%
BCA
334
Bray Capital Advisors
Florida
$1.29M -$16.9K -315 -1%
CP
335
CenterBook Partners
Connecticut
$1.26M -$85.1K -1,585 -6%
CCA
336
Checchi Capital Advisers
California
$1.22M +$1.25M +23,238 New
RCM
337
Riverpark Capital Management
New York
$1.19M -$200K -3,734 -14%
OFG
338
Oxford Financial Group
Indiana
$1.18M
CIBC Asset Management
339
CIBC Asset Management
Ontario, Canada
$1.17M -$255K -4,757 -18%
APG Asset Management
340
APG Asset Management
Netherlands
$1.16M -$28.8M -536,661 -96%
FNBT
341
FineMark National Bank & Trust
Florida
$1.16M +$12.9K +240 +1%
CSI
342
Cross Staff Investments
New York
$1.16M -$123K -2,283 -9%
AAS
343
Ameritas Advisory Services
Nebraska
$1.15M -$83.6K -1,557 -7%
YIH
344
Y-Intercept (HK)
Hong Kong
$1.12M +$1.14M +21,266 New
LDB
345
Lee, Danner & Bass
Tennessee
$1.11M -$26.8K -500 -2%
IA
346
IFP Advisors
Florida
$1.08M -$13K -242 -0.6%
X
347
Xponance
Pennsylvania
$1.06M +$8.43K +157 +0.8%
PP
348
Prudential plc
United Kingdom
$1.06M -$141K -2,623 -11%
EDRH
349
Edmond de Rothschild Holding
Switzerland
$1.05M +$1.07M +19,986 New
MML Investors Services
350
MML Investors Services
Massachusetts
$1.03M -$394K -7,340 -27%

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.