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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
GWSG
626
GPS Wealth Strategies Group
Colorado
$99.6K +$102K +1,896 New
AAP
627
Arax Advisory Partners
Colorado
$98.7K -$68.7K -1,280 -41%
ST
628
Smithfield Trust
Pennsylvania
$97K -$4.83K -90 -5%
ACA
629
Atlas Capital Advisors
Wyoming
$91.9K
Fifth Third Bancorp
630
Fifth Third Bancorp
Ohio
$91.7K +$1.02K +19 +1%
BWL
631
Bogart Wealth LLC
Virginia
$91.6K
AF
632
Arrow Financial
New York
$87.7K
TVWM
633
Tower View Wealth Management
Wisconsin
$85K +$215 +4 +0.2%
CSPIA
634
Cary Street Partners Investment Advisory
Virginia
$83.7K
HI
635
Hoey Investments
Pennsylvania
$82.4K
AP
636
Arlington Partners
Alabama
$82.1K +$55.5K +1,034 +195%
PAM
637
Paradigm Asset Management
New York
$76.4K -$2.68K -50 -3%
HWA
638
HHM Wealth Advisors
Tennessee
$73.5K +$75.1K +1,400 New
BBHC
639
Brown Brothers Harriman & Co
New York
$71.3K +$43.4K +808 +147%
CCA
640
Column Capital Advisors
Indiana
$65.2K
WTC
641
WhitTier Trust Company
Nevada
$57.8K
PCTC
642
Perkins Coie Trust Company
Washington
$57.5K -$5.37K -100 -8%
PFBT
643
Parkside Financial Bank & Trust
Missouri
$57.3K +$1.61K +30 +3%
AF
644
Allworth Financial
California
$55.5K +$28.1K +524 +98%
M
645
MOTCO
Texas
$52.5K
TCOV
646
Trust Company of Vermont
Vermont
$52.5K
DAM
647
Delta Asset Management
Tennessee
$52K -$537 -10 -1%
SIS
648
Sound Income Strategies
Florida
$51.2K -$268 -5 -0.5%
TFGT
649
TS Financial Group (TSFG)
Illinois
$51K
SIA
650
SkyView Investment Advisors
New Jersey
$49K

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.