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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
CWP
376
Curated Wealth Partners
California
$812K -$57.2K -1,065 -6%
LSA
377
Lansing Street Advisors
Pennsylvania
$811K +$2.25K +42 +0.3%
TI
378
Tidal Investments
Wisconsin
$807K +$51.3K +956 +7%
BHCM
379
Boulder Hill Capital Management
New York
$788K +$805K +15,000 New
Squarepoint
380
Squarepoint
New York
$780K -$3.3M -61,447 -81%
KeyBank National Association
381
KeyBank National Association
Ohio
$773K -$20.7K -386 -3%
SW
382
SVB Wealth
Massachusetts
$771K +$148K +2,753 +23%
WKWM
383
Walter & Keenan Wealth Management
Indiana
$768K
MGP
384
Metis Global Partners
California
$766K +$481K +8,969 +159%
SOADOR
385
State of Alaska Department of Revenue
Alaska
$756K
Mercer Global Advisors
386
Mercer Global Advisors
Colorado
$750K -$187K -3,489 -20%
Thrivent Financial for Lutherans
387
Thrivent Financial for Lutherans
Minnesota
$747K +$763K +14,221 New
BCM
388
Basso Capital Management
Connecticut
$746K
DLA
389
Douglas Lane & Associates
New York
$743K
FNBSF
390
First National Bank Sioux Falls
South Dakota
$737K
Cetera Investment Advisers
391
Cetera Investment Advisers
Illinois
$734K -$107K -2,000 -13%
JWCA
392
J.W. Cole Advisors
Florida
$734K +$3.27K +61 +0.4%
GC
393
Gilbert & Cook
Iowa
$732K +$27.5K +512 +4%
CWM
394
Chemistry Wealth Management
New York
$729K -$9.12K -170 -1%
AWM
395
AE Wealth Management
Kansas
$723K +$125K +2,324 +20%
O
396
Ossiam
France
$722K +$290K +5,409 +65%
KIA
397
Kraematon Investment Advisors
Massachusetts
$715K -$36.8K -686 -5%
HCA
398
Harbor Capital Advisors
Illinois
$697K +$712K +13,263 New
CWP
399
CFM Wealth Partners
Texas
$696K -$50.9K -948 -7%
SCA
400
Snowden Capital Advisors
New York
$688K +$62.4K +1,163 +10%

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.