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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
EAM
551
Eschler Asset Management
United Kingdom
$253K
DSC
552
Duncker Streett & Co
Missouri
$252K
FCCM
553
First City Capital Management
Georgia
$252K -$215 -4 -0.1%
TW
554
TrinityPoint Wealth
Connecticut
$252K -$1.61K -30 -0.6%
MFS
555
Mirabella Financial Services
United Kingdom
$251K -$25.9K -482 -9%
AFS
556
Aft Forsyth & Sober
Florida
$247K
RFA
557
Register Financial Advisors
Georgia
$246K -$14.5K -271 -5%
FC
558
Fusion Capital
South Carolina
$245K +$250K +4,664 New
Acadian Asset Management
559
Acadian Asset Management
Massachusetts
$244K -$155K -2,884 -38%
PFC
560
Phocas Financial Corp
California
$243K -$279K -5,195 -53%
SIM
561
SSI Investment Management
California
$243K -$69.2K -1,290 -22%
Nisa Investment Advisors
562
Nisa Investment Advisors
Missouri
$242K -$1.88K -35 -0.8%
PFS
563
Prospera Financial Services
Texas
$238K +$54 +1 +0%
AWA
564
Arkadios Wealth Advisors
Georgia
$238K -$13.2K -246 -5%
GRP
565
Global Retirement Partners
California
$237K -$92.9K -1,731 -27%
SDWMA
566
Schneider Downs Wealth Management Advisors
Pennsylvania
$236K
GA
567
Gateway Advisory
New Jersey
$236K -$76.4K -1,424 -24%
CCM
568
Compton Capital Management
Rhode Island
$234K -$700K -13,050 -75%
Bank of Nova Scotia
569
Bank of Nova Scotia
Ontario, Canada
$232K -$342K -6,369 -59%
EI
570
Ethic Inc
New York
$232K +$237K +4,411 New
NA
571
NewEdge Advisors
Louisiana
$229K -$178K -3,320 -43%
SPC
572
Sigma Planning Corp
Michigan
$225K +$230K +4,292 New
RFN
573
RDA Financial Network
Iowa
$225K -$12.1K -225 -5%
FFA
574
Farther Finance Advisors
California
$224K +$223K +4,151 +3,578%
LSA
575
Leonteq Securities AG
Switzerland
$223K

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.