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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
GLA
526
Good Life Advisors
Pennsylvania
$292K
RFC
527
Regions Financial Corp
Alabama
$291K -$7.51K -140 -2%
MYAM
528
Meiji Yasuda Asset Management
Japan
$289K
SW
529
SteelPeak Wealth
California
$286K +$268 +5 +0.1%
Axa
530
Axa
France
$286K +$292K +5,438 New
OSAM
531
O'Shaughnessy Asset Management
Connecticut
$283K +$289K +5,383 New
PAI
532
Pittenger & Anderson Inc
Nebraska
$282K -$81.8K -1,525 -22%
CCA
533
Clearwater Capital Advisors
Illinois
$281K -$50.7K -945 -15%
LNC
534
Lincoln National Corp
Pennsylvania
$272K +$277K +5,171 New
VPIM
535
Vanguard Personalized Indexing Management
California
$271K +$9.71K +181 +4%
DCM
536
Driehaus Capital Management
Illinois
$270K -$18.4K -342 -6%
SC
537
Scotia Capital
Ontario, Canada
$270K +$276K +5,149 New
FBT
538
First Bank & Trust
South Dakota
$270K +$20.5K +382 +8%
HWM
539
HB Wealth Management
Georgia
$269K +$16.8K +313 +7%
HNB
540
Huntington National Bank
Ohio
$269K +$37.9K +707 +16%
XT
541
XTX Topco
Cayman Islands
$267K +$273K +5,093 New
PWM
542
PRW Wealth Management
Massachusetts
$266K -$15K -280 -5%
HKAM
543
Horizon Kinetics Asset Management
New York
$266K
CPA
544
Capital Planning Advisors
California
$262K
9WM
545
9258 Wealth Management
Ohio
$258K -$1.13K -21 -0.4%
SP
546
Symmetry Partners
Connecticut
$258K
HCM
547
Hodges Capital Management
Texas
$257K -$12.6K -234 -4%
SM
548
Sweeney & Michel
California
$255K +$251K +4,685 New
CB
549
Cadence Bank
Mississippi
$255K +$2.2K +41 +0.9%
EIA
550
Edgemoor Investment Advisors
Maryland
$254K -$14K -260 -5%

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.