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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
NSG
501
Nalls Sherbakoff Group
Tennessee
$336K +$351K +6,548 New
FTDI
502
First Trust Direct Indexing
Massachusetts
$330K +$54.1K +1,008 +19%
GT
503
Glenmede Trust
Pennsylvania
$328K -$3.17K -59 -0.9%
OTL
504
Oak Thistle LLC
New York
$327K +$334K +6,217 New
CCG
505
Cloverfields Capital Group
Minnesota
$325K -$2.43M -45,328 -88%
IC
506
IEQ Capital
California
$325K +$74.8K +1,393 +29%
SFI
507
Siemens Fonds Invest
Germany
$324K
SIC
508
Samalin Investment Counsel
New York
$323K +$805 +15 +0.2%
FM
509
Family Management
New York
$321K +$6.17K +115 +2%
CI
510
Cigna Investments
Connecticut
$319K -$6.76K -126 -2%
NIM
511
Northeast Investment Management
Massachusetts
$315K
Lazard Asset Management
512
Lazard Asset Management
New York
$315K -$1.18K -22 -0.4%
TCA
513
Transcend Capital Advisors
New Jersey
$314K +$7.89K +147 +3%
IFWM
514
Institute for Wealth Management
Colorado
$314K -$7.83K -146 -2%
CIC
515
Carnegie Investment Counsel
Ohio
$313K -$483 -9 -0.2%
PI
516
PEAK6 Investments
Illinois
$311K -$163K -3,044 -34%
AFA
517
Arlington Financial Advisors
California
$308K +$322 +6 +0.1%
DWM
518
Dakota Wealth Management
Florida
$305K -$49.4K -920 -14%
IWC
519
Integrated Wealth Concepts
Massachusetts
$304K +$311K +5,796 New
VFA
520
Valeo Financial Advisors
Indiana
$304K +$40.3K +751 +15%
AIG
521
American International Group
New York
$302K -$6.82K -127 -2%
UB
522
UMB Bank
Missouri
$302K -$13.1K -245 -4%
SG
523
Stonnington Group
California
$302K +$311K +5,800 New
FHA
524
First Horizon Advisors
Tennessee
$296K +$12.2K +228 +4%
SPA
525
Sherbrooke Park Advisers
New York
$294K +$301K +5,600 New

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.