We are live on ! Find out more
KKR icon

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
KTC
651
Kistler-Tiffany Companies
Pennsylvania
$47.8K
WP
652
WealthPLAN Partners
Nebraska
$45.8K +$46.8K +872 New
WB
653
Webster Bank
Connecticut
$45.1K +$35.4K +659 +330%
PTC
654
Private Trust Company
Ohio
$42.1K -$7.73K -144 -15%
CH
655
Canton Hathaway
Rhode Island
$42K
AIM
656
Achmea Investment Management
Netherlands
$37K -$500K -9,323 -93%
HCM
657
Hollencrest Capital Management
California
$36.1K -$36.1K -673 -49%
LC
658
Lindbrook Capital
California
$32.2K +$6.76K +126 +26%
CWC
659
Carolinas Wealth Consulting
North Carolina
$31.9K
CFO
660
CVA Family Office
Colorado
$31.8K +$3.76K +70 +13%
LS
661
Livforsakringsbolaget Skandia
Sweden
$31.5K
TRCT
662
Tower Research Capital (TRC)
New York
$31K -$408K -7,596 -93%
AIM
663
Arcadia Investment Management
Michigan
$29.8K
IFAM
664
Institutional & Family Asset Management
Colorado
$28.5K +$54 +1 +0.2%
QCG
665
Quadrant Capital Group
Ohio
$28.5K -$9.18K -171 -24%
DI
666
Disciplined Investments
Oklahoma
$28K +$27.6K +515 +2,861%
DMBA
667
Deseret Mutual Benefit Administrators
Utah
$27.9K
SIC
668
SJS Investment Consulting
Ohio
$27.4K -$10.6K -197 -27%
MPWT
669
MassMutual Private Wealth & Trust
Connecticut
$27K +$10.7K +200 +64%
BWM
670
BerganKDV Wealth Management
Minnesota
$26.9K
AA
671
Ancora Advisors
Ohio
$26.3K
WWP
672
WR Wealth Planners
Missouri
$26.3K +$26.8K +500 New
HIIFS
673
Harel Insurance Investments & Financial Services
Israel
$26K
TPCW
674
TD Private Client Wealth
New York
$25.8K -$1.22M -22,729 -98%
CFGS
675
Concourse Financial Group Securities
Alabama
$23.8K

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.