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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
51
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$60.6M +$27.5M +512,300 +80%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$59.8M +$3.17M +59,003 +5%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$58.3M -$14M -260,989 -19%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$57.3M -$9.35M -174,165 -14%
TD Asset Management
55
TD Asset Management
Ontario, Canada
$55.7M -$3.79M -70,712 -6%
RJA
56
Raymond James & Associates
Florida
$54M +$1.02M +19,086 +2%
RRAM
57
River Road Asset Management
Kentucky
$53.4M -$3.84M -71,529 -7%
Amundi
58
Amundi
France
$52.9M +$939K +17,501 +2%
DAM
59
Davis Asset Management
California
$52.5M
AI
60
Ariel Investments
Illinois
$51.4M -$150K -2,796 -0.3%
SO
61
STRS Ohio
Ohio
$50.9M +$15.3M +286,000 +42%
Balyasny Asset Management
62
Balyasny Asset Management
Illinois
$50.7M +$25M +466,681 +94%
FCM
63
Frontier Capital Management
Massachusetts
$49.9M -$47.9M -893,343 -48%
ClearBridge Investments
64
ClearBridge Investments
New York
$49.7M -$4.52M -84,305 -8%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$49.1M -$460K -8,570 -0.9%
Alkeon Capital Management
66
Alkeon Capital Management
New York
$49.1M -$8.65M -161,264 -15%
LCP
67
LGT Capital Partners
Switzerland
$48.9M -$4.16M -77,500 -8%
HWCM
68
Hudson Way Capital Management
Texas
$46.2M -$987K -18,400 -2%
MIH
69
Meitav Investment House
Israel
$45.7M +$14.5M +270,701 +45%
GF
70
Gabelli Funds
New York
$45.5M -$42.9K -800 -0.1%
Barclays
71
Barclays
United Kingdom
$41.6M -$6.97M -129,944 -14%
PGH
72
Partners Group Holding
Switzerland
$41.1M -$446K -8,319 -1%
EG
73
Enstar Group
Bermuda
$38.5M
Deutsche Bank
74
Deutsche Bank
Germany
$37.8M +$2.66M +49,643 +7%
Holocene Advisors
75
Holocene Advisors
New York
$37.7M -$11.7M -217,448 -23%

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.