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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
VVP
576
Venture Visionary Partners
Ohio
$222K -$6.71K -125 -3%
MC
577
Machina Capital
France
$221K +$226K +4,212 New
WPW
578
Watershed Private Wealth
Illinois
$218K +$223K +4,157 New
AMC
579
Asset Management Corp
Illinois
$218K +$223K +4,150 New
MA
580
MONECO Advisors
Connecticut
$216K +$221K +4,111 New
GSEP
581
Golden State Equity Partners
California
$214K +$219K +4,074 New
KA
582
Kovack Advisors
Florida
$212K +$216K +4,028 New
KCPG
583
Kavar Capital Partners Group
Kansas
$211K -$25.4K -474 -11%
LWM
584
Laidlaw Wealth Management
New York
$211K +$216K +4,020 New
HVP
585
Hudson Value Partners
Florida
$211K +$215K +4,015 New
NWM
586
Nicola Wealth Management
British Columbia, Canada
$210K +$215K +4,000 New
FCP
587
Fidelis Capital Partners
Florida
$209K +$218K +4,055 New
BL
588
Balentine LLC
Georgia
$207K +$212K +3,949 New
OA
589
Operose Advisors
Wisconsin
$206K
MTWM
590
Masso Torrence Wealth Management
New Jersey
$205K +$210K +3,908 New
FANJ
591
Financial Architects (New Jersey)
New Jersey
$204K +$208K +3,879 New
MOS
592
MGO One Seven
Ohio
$201K +$205K +3,823 New
Lido Advisors
593
Lido Advisors
California
$200K +$205K +3,815 New
RFA
594
Resurgent Financial Advisors
Georgia
$196K -$13.4K -250 -6%
BF
595
BOK Financial
Oklahoma
$190K -$941K -17,533 -83%
CLOS
596
Compagnie Lombard Odier SCmA
Switzerland
$190K -$52.1K -971 -21%
CNBTD
597
Citizens National Bank Trust Department
Mississippi
$187K
PCOC
598
Power Corp of Canada
Canada
$184K
S
599
SignatureFD
Georgia
$180K +$1.72K +32 +0.9%
CHA
600
Carmichael Hill & Associates
Maryland
$175K +$483 +9 +0.3%

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.