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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
BAMF
351
BI Asset Management Fondsmaeglerselskab
Denmark
$1.01M -$358K -6,675 -26%
BBA
352
Baader Bank Aktiengesellschaft
Germany
$992K +$1.01M +18,879 New
GCP
353
GSA Capital Partners
United Kingdom
$985K +$656K +12,230 +188%
VIM
354
Vinva Investment Management
Australia
$984K +$1.03M +19,160 New
SPIO
355
Seven Post Investment Office
California
$982K
CIBC World Market
356
CIBC World Market
Ontario, Canada
$980K -$248K -4,615 -20%
SAA
357
Southeast Asset Advisors
Georgia
$956K +$55.5K +1,034 +6%
LA
358
LBP AM
France
$948K -$67.5K -1,257 -7%
AAM
359
AR Asset Management
California
$945K
PFA
360
Professional Financial Advisors
Nebraska
$942K +$865K +16,117 New
RC
361
Roundview Capital
New Jersey
$937K -$3.27K -61 -0.3%
NCM
362
Next Capital Management
New York
$918K
FSA
363
Franklin Street Advisors
North Carolina
$913K
YAVAPFMC
364
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$897K -$535K -9,975 -36%
TC
365
TownSquare Capital
Utah
$896K -$87K -1,621 -9%
Baird Financial Group
366
Baird Financial Group
Wisconsin
$890K +$255K +4,755 +39%
LFAS
367
Level Four Advisory Services
Texas
$882K -$376K -7,015 -29%
BAM
368
Belpointe Asset Management
Nevada
$881K +$228K +4,256 +34%
HBCM
369
Heron Bay Capital Management
Michigan
$872K +$142K +2,645 +19%
IWM
370
IHT Wealth Management
Illinois
$872K
RJT
371
Raymond James Trust
Florida
$859K -$49.2K -916 -5%
EFS
372
Essex Financial Services
Connecticut
$840K -$6.55K -122 -0.8%
EIP
373
Epoch Investment Partners
New York
$833K -$57M -1,062,051 -99%
RGI
374
River Global Investors
United Kingdom
$822K +$226K +4,220 +37%
IAA
375
Independent Advisor Alliance
North Carolina
$816K +$11.6K +216 +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.