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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
CCM
476
Corsair Capital Management
New York
$430K -$698 -13 -0.2%
FWP
477
Firethorn Wealth Partners
Georgia
$428K +$966 +18 +0.2%
BCV
478
Banque Cantonale Vaudoise
Switzerland
$426K
CCM
479
Coldstream Capital Management
Washington
$418K -$859 -16 -0.2%
SRC
480
Sage Rhino Capital
California
$415K +$966 +18 +0.2%
AWA
481
Arete Wealth Advisors
Illinois
$414K -$805 -15 -0.2%
NW
482
NewEdge Wealth
Pennsylvania
$400K +$40.8K +761 +11%
LW
483
Linscomb Wealth
Texas
$395K -$368K -6,864 -48%
Wealthfront Advisers
484
Wealthfront Advisers
California
$384K +$145K +2,703 +59%
GT
485
Glenview Trust
Kentucky
$378K +$44.6K +831 +13%
FFM
486
Forum Financial Management
Illinois
$376K +$141K +2,632 +58%
MSAM
487
Moloney Securities Asset Management
Missouri
$375K +$107 +2 +0%
OWP
488
Obermeyer Wealth Partners
Colorado
$372K
FMAEN1
489
Fund Management at Engine No 1
California
$367K +$34.8K +649 +10%
Carson Wealth (CWM LLC)
490
Carson Wealth (CWM LLC)
Nebraska
$366K +$10.4K +194 +3%
PFO
491
Pathstone Family Office
New Jersey
$365K -$377K -7,016 -50%
VWA
492
Visionary Wealth Advisors
Illinois
$365K -$26.8K -500 -7%
DI
493
Diligent Investors
California
$362K
ONB
494
Old National Bancorp
Indiana
$360K
YCM
495
Yousif Capital Management
Michigan
$349K +$13.1K +245 +4%
SFA
496
Sequoia Financial Advisors
Ohio
$347K +$21.8K +407 +7%
QT
497
Quantamental Technologies
New York
$346K -$577K -10,748 -62%
WF
498
Welch & Forbes
Massachusetts
$344K -$172K -3,214 -33%
V
499
Veritable
Delaware
$344K -$1.45K -27 -0.4%
PWP
500
Principle Wealth Partners
Connecticut
$341K -$126K -2,350 -27%

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.