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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
ICM
701
Islay Capital Management
Texas
$6.59K
CTC
702
Central Trust Company
Missouri
$6.3K
CA
703
Centerpoint Advisors
Massachusetts
$6K +$6.06K +113 New
CSS
704
Cubist Systematic Strategies
Connecticut
$5.25K -$9.55M -177,980 -100%
GEA
705
Glen Eagle Advisors
New Jersey
$5.25K
MTIC
706
Missouri Trust & Investment Company
Missouri
$5.25K
WT
707
Washington Trust
Rhode Island
$5.2K -$161 -3 -3%
Commonwealth Equity Services
708
Commonwealth Equity Services
Massachusetts
$4.98K +$211K +3,936 +4%
MIM
709
Macroview Investment Management
Maryland
$4.7K
AIP
710
Ameritas Investment Partners
Nebraska
$4.2K
NC
711
NewSquare Capital
Pennsylvania
$4.2K
BAM
712
Bellevue Asset Management
Washington
$4.04K +$54 +1 +1%
CT
713
Colonial Trust
South Carolina
$4K
CAL
714
Capital Advisors Ltd
Ohio
$4K
BWM
715
Baystate Wealth Management
Massachusetts
$3.62K +$3.7K +69 New
CA
716
Clearstead Advisors
Ohio
$3.57K
HWA
717
Heritage Wealth Advisors
Virginia
$3.41K +$3.49K +65 New
EARNEST Partners
718
EARNEST Partners
Georgia
$3.1K
Allspring Global Investments
719
Allspring Global Investments
North Carolina
$3.1K
FMP
720
Financial Management Professionals
Texas
$3K
HI
721
Harbour Investments
Wisconsin
$2.68K -$1.07K -20 -28%
BIA
722
Bell Investment Advisors
California
$2.42K
SC
723
Schubert & Co
Texas
$2.36K +$751 +14 +45%
RI
724
Ridgewood Investments
New Jersey
$2.21K +$2.25K +42 New
JFA
725
JNBA Financial Advisors
Minnesota
$2.05K +$2.09K +39 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.