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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
Mariner
76
Mariner
Kansas
$37.3M -$1.01M -18,824 -3%
National Pension Service
77
National Pension Service
South Korea
$37M -$3.03M -56,426 -7%
PCMF
78
Private Capital Management (Florida)
Florida
$36.4M +$1.97M +36,692 +6%
Point72 Asset Management
79
Point72 Asset Management
Connecticut
$36.3M +$11.5M +213,600 +45%
LCM
80
Lakewood Capital Management
New York
$35.3M +$5.9M +110,000 +20%
Federated Hermes
81
Federated Hermes
Pennsylvania
$35.1M -$43.5M -810,241 -55%
KC
82
Kize Capital
New York
$33.4M
BTCPP
83
Border to Coast Pensions Partnership
United Kingdom
$32.4M -$16.1M -300,000 -33%
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$31.7M -$654K -12,178 -2%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$31.6M
Aviva
86
Aviva
United Kingdom
$30.1M +$7.79M +145,183 +34%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$29.2M -$34.7M -647,000 -54%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$28.5M -$3.31M -61,736 -10%
UBS Group
89
UBS Group
Switzerland
$28.2M -$9.72M -181,153 -25%
Tiger Global Management
90
Tiger Global Management
New York
$26.8M +$27.4M +511,000 New
TFP
91
Triple Frond Partners
California
$25.9M +$26.5M +493,692 New
UCFA
92
United Capital Financial Advisors
Texas
$23.6M -$906K -16,886 -4%
Natixis Advisors
93
Natixis Advisors
Massachusetts
$22.5M +$936K +17,451 +4%
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$22M -$9.64M -179,645 -30%
Canada Life
95
Canada Life
Manitoba, Canada
$21.9M -$2.64M -49,158 -11%
Stifel Financial
96
Stifel Financial
Missouri
$21.8M +$2.36M +43,972 +12%
Robeco Institutional Asset Management
97
Robeco Institutional Asset Management
Netherlands
$19.9M +$17.3M +321,931 +568%
IAM
98
Iridian Asset Management
Connecticut
$19.8M +$3.18M +59,253 +19%
GI
99
GAMCO Investors
Connecticut
$19.4M +$16.1K +300 +0.1%
SEI Investments
100
SEI Investments
Pennsylvania
$19.3M +$721K +13,442 +4%

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.