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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
KPWS
426
Kestra Private Wealth Services
Texas
$600K +$912 +17 +0.1%
VAS
427
Vestmark Advisory Solutions
Massachusetts
$597K +$73.1K +1,362 +14%
SCM
428
Silvant Capital Management
Georgia
$597K
SWM
429
Spire Wealth Management
Virginia
$596K +$63.9K +1,190 +12%
ZF
430
Zhang Financial
Michigan
$594K -$37.9K -707 -6%
JWM
431
Jessup Wealth Management
Ohio
$590K +$161 +3 +0%
JEST
432
JTC Employer Solutions Trustee
Jersey
$584K
CCA
433
Catalyst Capital Advisors
New York
$578K +$590K +11,000 New
SDWIA
434
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$574K +$107 +2 +0%
FA
435
Fountainhead AM
New Jersey
$570K -$26.8K -500 -4%
MC
436
Moors & Cabot
Massachusetts
$563K +$51K +950 +10%
BFS
437
Bradley Foster & Sargent
Connecticut
$563K
MCM
438
MAI Capital Management
Ohio
$560K +$5.1K +95 +0.9%
WAP
439
Wealthcare Advisory Partners
Pennsylvania
$556K -$14.4K -269 -2%
WWM
440
Western Wealth Management
Colorado
$556K
ETH
441
Exos TFP Holdings
New York
$551K +$287K +5,343 +104%
PSP
442
Principal Street Partners
Tennessee
$547K -$20.7K -385 -4%
EH
443
Equitable Holdings
New York
$543K +$36.2K +674 +7%
BFA
444
Beaumont Financial Advisors
Massachusetts
$537K
Assenagon Asset Management
445
Assenagon Asset Management
Luxembourg
$534K -$33.8M -630,007 -98%
CHAM
446
Clear Harbor Asset Management
Connecticut
$532K
MA
447
MYDA Advisors
New York
$525K -$268K -5,000 -33%
IIM
448
Intact Investment Management
Quebec, Canada
$525K
GAM
449
Guinness Asset Management
United Kingdom
$521K +$45K +838 +9%
FMN
450
Financial Management Network
California
$511K +$20K +372 +4%

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.