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
PCM
726
Penserra Capital Management
California
$2K
JWA
727
JFS Wealth Advisors
Pennsylvania
$1.73K -$2.84K -53 -62%
SWA
728
Sutton Wealth Advisors
Florida
$1.73K
PPC
729
Park Place Capital
Alabama
$1.63K
CP
730
Castleview Partners
Texas
$1.58K +$215 +4 +15%
GBT
731
Grove Bank & Trust
Florida
$1.42K +$1.45K +27 New
RA
732
Rise Advisors
New York
$1.33K
ETC
733
Exchange Traded Concepts
Oklahoma
$1.31K -$3.06K -57 -70%
IA
734
IFS Advisors
Kansas
$1.31K
IGWM
735
ICA Group Wealth Management
Colorado
$1.21K
BTI
736
Blue Trust Inc
Georgia
$1K -$1.99K -37 -64%
SFG
737
Steward Financial Group
Texas
$1K +$805 +15 +88%
FFC
738
First Financial Corp
Indiana
$840
FCA
739
FinTrust Capital Advisors
South Carolina
$767
ZB
740
Zions Bancorporation
Utah
$683 -$79.5K -1,481 -99%
GI
741
Gradient Investments
Minnesota
$420 -$268 -5 -38%
DWA
742
Delos Wealth Advisors
Texas
$158
TWP
743
TFO Wealth Partners
Ohio
$53 -$1.4K -26 -96%
Wolverine Trading
744
Wolverine Trading
Illinois
-$132M -2,839,800 Closed
AU
745
Algebris (UK)
United Kingdom
-$14.3M -309,593 Closed
Renaissance Technologies
746
Renaissance Technologies
New York
-$11.7M -252,150 Closed
CWM
747
CIBC World Markets
New York
-$11.2M -241,000 Closed
IG
748
ING Group
Netherlands
-$7.89M -170,000 Closed
ECM
749
ExodusPoint Capital Management
New York
-$7.33M -157,961 Closed
NAM
750
NorthCrest Asset Manangement
Minnesota
-$7.13M -153,571 Closed

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.