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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
SWA
676
SOA Wealth Advisors
New York
$23.8K
FWM
677
Focused Wealth Management
New York
$23.6K
HBW
678
Hazlett, Burt & Watson
West Virginia
$23K
RAM
679
Riggs Asset Management
Pennsylvania
$22K
PB
680
Pinnacle Bancorp
Nebraska
$19.3K
C
681
Covestor
United Kingdom
$19K -$590 -11 -3%
HPC
682
HM Payson & Co
Maine
$18.5K
PA
683
PSI Advisors
Florida
$15K
AT
684
Avalon Trust
New Mexico
$14.9K +$15.2K +284 New
RTC
685
Riverview Trust Company
Washington
$14.3K
PI
686
PineBridge Investments
New York
$13.3K
HFM
687
Harvest Fund Management
China
$13K +$11.2K +209 +454%
QL
688
Quarry LP
New York
$12.3K -$859 -16 -6%
CFD
689
Creative Financial Designs
Indiana
$10.8K
AF
690
Advisornet Financial
Minnesota
$10.6K +$644 +12 +6%
BCM
691
Blume Capital Management
California
$10.5K -$8.05K -150 -43%
CAC
692
Core Alternative Capital
Georgia
$10.2K -$268 -5 -3%
PFA
693
Pathway Financial Advisers
Indiana
$9.63K
GWS
694
Glassman Wealth Services
Virginia
$9.03K -$215 -4 -2%
Kayne Anderson Rudnick Investment Management
695
Kayne Anderson Rudnick Investment Management
California
$9.03K
RMC
696
Resources Management Corp
Connecticut
$9K +$1.99K +37 New
SIC
697
Salem Investment Counselors
North Carolina
$7.88K -$1.34K -25 -14%
AAG
698
Armstrong Advisory Group
Massachusetts
$7.88K
AWM
699
Atticus Wealth Management
Florida
$6.99K
EC
700
Elequin Capital
New York
$6.67K +$6.82K +127 New

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.