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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
CB
401
Commerce Bank
Missouri
$672K +$18K +336 +3%
GIM
402
Guardian Investment Management
California
$672K +$13.4K +250 +2%
Jane Street
403
Jane Street
New York
$672K -$822K -15,321 -55%
RSWM
404
Robertson Stephens Wealth Management
California
$669K -$9.98K -186 -1%
MNBTD
405
Moody National Bank Trust Division
Texas
$669K
TMAM
406
Tokio Marine Asset Management
Japan
$663K +$93.6K +1,744 +16%
BBVA
407
Banco Bilbao Vizcaya Argentaria
Spain
$658K +$676K +12,598 New
PMG
408
ProVise Management Group
Florida
$655K
Vontobel Holding
409
Vontobel Holding
Switzerland
$654K +$11.7K +218 +2%
BMSSC
410
B. Metzler seel. Sohn & Co
Germany
$651K +$74.7K +1,392 +13%
EPA
411
Element Pointe Advisors
Florida
$649K
ARC
412
Advisor Resource Council
Texas
$647K +$674K +12,558 New
FPCG
413
Fort Pitt Capital Group
Pennsylvania
$645K -$805 -15 -0.1%
CNBT
414
Canandaigua National Bank & Trust
New York
$645K +$659K +12,283 New
VanEck Associates
415
VanEck Associates
New York
$641K -$219K -4,073 -25%
CAMG
416
CWA Asset Management Group
Florida
$641K -$79.8K -1,487 -11%
BRWA
417
B. Riley Wealth Advisors
Florida
$640K +$2.15K +40 +0.3%
Ensign Peak Advisors
418
Ensign Peak Advisors
Utah
$635K -$11.4M -213,360 -95%
MWM
419
Mission Wealth Management
California
$635K +$3.49K +65 +0.5%
JJBC
420
James J. Burns & Company
New York
$631K +$645K +12,013 New
LNWWM
421
Laird Norton Wetherby Wealth Management
California
$628K -$2.47K -46 -0.4%
BPA
422
Beacon Pointe Advisors
California
$623K +$41.1K +765 +7%
MIM
423
MetLife Investment Management
New Jersey
$622K +$1.34K +25 +0.2%
William Blair & Company
424
William Blair & Company
Illinois
$618K +$7.73K +144 +1%
FPA
425
First Pacific Advisors
California
$609K

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.