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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
First Trust Advisors
776
First Trust Advisors
Illinois
-$479K -10,312 Closed
ESCM
777
Echo Street Capital Management
New York
-$428K -9,212 Closed
CG
778
Cutler Group
California
-$451K -8,407 Closed
DZ Bank
779
DZ Bank
Germany
-$381K -8,200 Closed
II
780
Inspire Investing
Idaho
-$344K -7,407 Closed
SSG
781
Summit Securities Group
New York
-$348K -6,484 -100%
IAIM
782
International Assets Investment Management
Florida
-$261K -5,628 Closed
SAG
783
SageView Advisory Group
California
-$256K -5,509 Closed
AT
784
American Trust
Kentucky
-$255K -5,484 Closed
OAM
785
Oppenheimer Asset Management
New York
-$252K -5,430 Closed
DACS
786
Dymon Asia Capital (Singapore)
Singapore
-$251K -5,400 Closed
FPAS
787
Focus Partners Advisor Solutions
Missouri
-$226K -4,865 Closed
ACP
788
Aviance Capital Partners
Florida
-$219K -4,712 Closed
IUHSA
789
Itau Unibanco Holding S.A.
Brazil
-$198K -4,241 Closed
Walleye Trading
790
Walleye Trading
New York
-$212K -3,943 Closed
USCWA
791
U.S. Capital Wealth Advisors
Texas
-$140K -3,027 Closed
AS
792
AM Squared
Hong Kong
-$60.3K -1,300 Closed
AF
793
Affiance Financial
Minnesota
-$46.6K -1,003 Closed
AWM
794
Accurate Wealth Management
Florida
-$46.5K -928 Closed
GTCM
795
Gyon Technologies Capital Management
New Jersey
-$17.7K -382 Closed
MWM
796
MinichMacGregor Wealth Management
New York
-$15.6K -336 Closed
ANBT
797
American National Bank & Trust
Texas
-$15K -321 Closed
RFG
798
RFP Financial Group
Georgia
-$11.8K -255 Closed
FWA
799
Freedom Wealth Alliance
Wisconsin
-$9.28K -200 Closed
PMFA
800
Plante Moran Financial Advisors
Michigan
-$8.73K -188 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.