We are live on ! Find out more
KKR icon

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
Northern Trust
26
Northern Trust
Illinois
$202M -$4.02M -74,961 -2%
Citadel Advisors
27
Citadel Advisors
Florida
$190M +$445K +8,287 +0.2%
Goldman Sachs
28
Goldman Sachs
New York
$172M -$173M -3,231,157 -50%
Brown Advisory
29
Brown Advisory
Maryland
$171M -$3.32M -61,842 -2%
CI Investments Inc
30
CI Investments Inc
Ontario, Canada
$154M -$3.6M -67,035 -2%
EC
31
Eminence Capital
New York
$138M +$141M +2,619,263 New
Macquarie Group
32
Macquarie Group
Australia
$122M +$3.76M +70,076 +3%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$121M -$3.61M -67,273 -3%
BFM
34
Blacksheep Fund Management
Ireland
$121M -$49.3M -918,020 -29%
VLKIM
35
Van Lanschot Kempen Investment Management
Netherlands
$119M +$122M +2,267,000 New
Charles Schwab
36
Charles Schwab
California
$110M +$2.84M +52,872 +3%
SC
37
Samlyn Capital
New York
$105M +$107M +1,994,231 New
Wells Fargo
38
Wells Fargo
California
$99.8M -$678K -12,634 -0.7%
UBS AM
39
UBS AM
Illinois
$90.4M +$1.48M +27,496 +2%
Ameriprise
40
Ameriprise
Minnesota
$87.6M +$2.15M +40,001 +2%
N
41
Nuveen
North Carolina
$85.8M -$1.06M -19,712 -1%
PI
42
Putnam Investments
Massachusetts
$83.1M -$9.2M -171,442 -10%
JP Morgan Chase
43
JP Morgan Chase
New York
$81.3M -$7.01M -130,696 -8%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$80.9M -$460K -8,577 -0.6%
MG
45
Markel Group
Virginia
$74.9M
Lord, Abbett & Co
46
Lord, Abbett & Co
New Jersey
$67M +$8.69M +161,944 +15%
ZIG
47
Zurich Insurance Group
Switzerland
$66M +$14.5M +270,089 +27%
JCM
48
Junto Capital Management
New York
$63.3M +$41.8M +778,603 +183%
CS
49
Credit Suisse
Switzerland
$62M -$1.78M -33,085 -3%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$61.3M -$2.23M -41,602 -3%

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.