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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
RIM
451
RW Investment Management
Idaho
$509K
YMRC
452
Yorktown Management & Research Company
Virginia
$509K
GC
453
Guggenheim Capital
Illinois
$507K +$117K +2,181 +29%
FG
454
Fiduciary Group
Georgia
$502K
VFO
455
Virtus Family Office
Texas
$502K -$22.2K -413 -4%
MA
456
Mutual Advisors
Nebraska
$502K +$34K +634 +7%
KF
457
Krilogy Financial
Missouri
$495K -$21.5K -401 -4%
GWMIA
458
Global Wealth Management Investment Advisory
Florida
$490K +$22.5K +420 +5%
DT
459
Diversified Trust
Tennessee
$484K -$6.55K -122 -1%
AWM
460
Aries Wealth Management
Maine
$484K
SWS
461
SYSTM Wealth Solutions
Illinois
$483K -$1.16M -21,609 -70%
DC
462
Davenport & Co
Virginia
$482K -$118K -2,199 -19%
PA
463
Parallel Advisors
California
$473K +$3.27K +61 +0.7%
EGA
464
E&G Advisors
Texas
$473K
RG
465
Rathbones Group
United Kingdom
$473K
SG Americas Securities
466
SG Americas Securities
New York
$465K +$475K +8,859 New
SWM
467
Segment Wealth Management
Texas
$465K
GWM
468
Geneos Wealth Management
Colorado
$464K -$29.1K -542 -6%
MGWM
469
Marks Group Wealth Management
Minnesota
$452K +$9.55K +178 +2%
SAM
470
Sawgrass Asset Management
Florida
$451K -$8.05K -150 -2%
SF
471
Synovus Financial
Georgia
$449K -$20.8K -388 -4%
SSW
472
Smith Shellnut Wilson
Mississippi
$447K
ASN
473
Advisory Services Network
Georgia
$446K +$8.1K +151 +2%
SM
474
Sciencast Management
New Jersey
$445K +$496K +9,242 New
KAM
475
Knightsbridge Asset Management
California
$439K -$9.67M -180,140 -96%

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.