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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
NFSG
601
Newbridge Financial Services Group
Florida
$175K +$161 +3 +0.1%
OAM
602
Ostrum Asset Management
France
$171K +$175K +3,253 New
WPWM
603
Western Pacific Wealth Management
Illinois
$168K
TWM
604
Tradition Wealth Management
Minnesota
$164K +$10.7K +200 +7%
ECG
605
Edge Capital Group
Georgia
$160K +$163K +3,041 New
Bessemer Group
606
Bessemer Group
New Jersey
$158K -$2.25K -42 -1%
FA
607
Fortis Advisors
Pennsylvania
$158K
WSC
608
Wellington Shields & Co
New York
$158K
MHR
609
Matthew Hamilton Rosenberg
$145K -$16.6K -309 -10%
HCP
610
Hexagon Capital Partners
Arkansas
$140K -$4.56K -85 -3%
MA
611
Montag & Associates
Georgia
$140K
SS
612
Sunbelt Securities
Texas
$140K +$146K +2,718 New
IAIM
613
Industrial Alliance Investment Management
Quebec, Canada
$138K -$1.89M -35,300 -93%
TFM
614
TFC Financial Management
Massachusetts
$134K
WT
615
Whittier Trust
California
$130K
CA
616
Crewe Advisors
Utah
$123K
EWM
617
Endurance Wealth Management
Rhode Island
$121K +$107K +2,000 +667%
MWC
618
MBM Wealth Consultants
Missouri
$114K
BAAM
619
Baker Avenue Asset Management
California
$109K +$1.5K +28 +1%
GFL
620
Granite FO LLC
New Hampshire
$106K
WSCM
621
Wellington Shields Capital Management
New York
$105K
BFEC
622
Benjamin F. Edwards & Company
Missouri
$102K
CWP
623
Concord Wealth Partners
Virginia
$101K -$8.05K -150 -7%
CCP
624
Carmel Capital Partners
California
$101K +$103K +1,924 New
AA
625
Alta Advisers
United Kingdom
$99.8K

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.