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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
PAM
101
Panagora Asset Management
Massachusetts
$19M +$19.5M +362,584 New
CCM
102
Callodine Capital Management
Massachusetts
$18.4M +$805K +15,000 +4%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$18.2M +$1.29M +24,095 +7%
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$17.5M
Mitsubishi UFJ Trust & Banking
105
Mitsubishi UFJ Trust & Banking
Japan
$17.4M +$767K +14,300 +5%
CG
106
Colony Group
Massachusetts
$17.3M +$852K +15,885 +5%
Cerity Partners
107
Cerity Partners
New York
$17.2M +$11.7M +218,542 +2,740%
Millennium Management
108
Millennium Management
New York
$17.2M +$4.89M +91,054 +39%
Fidelity International
109
Fidelity International
Bermuda
$16.7M -$673K -12,541 -4%
VC
110
Voss Capital
Texas
$16.5M +$2.09M +38,991 +14%
BP
111
BBR Partners
New York
$16.2M +$72.2K +1,346 +0.4%
OC
112
Oppenheimer & Co
New York
$15.9M -$1.58M -29,535 -9%
BG
113
Bollard Group
Massachusetts
$15.8M +$29.6K +551 +0.2%
Korea Investment Corp
114
Korea Investment Corp
South Korea
$15.6M -$3M -55,862 -16%
State of Wisconsin Investment Board
115
State of Wisconsin Investment Board
Wisconsin
$15.6M +$730K +13,603 +5%
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$15.6M +$332K +6,184 +2%
PCIG
117
Partners Capital Investment Group
Massachusetts
$15.3M -$3.18M -59,259 -17%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.9M -$474K -8,833 -3%
Wellington Management Group
119
Wellington Management Group
Massachusetts
$14.1M +$14.5M +269,395 New
AllianceBernstein
120
AllianceBernstein
Tennessee
$13.7M +$5.9K +110 +0%
JHA
121
Jackson Hill Advisors
Texas
$13.6M -$1.07M -20,000 -7%
Corient Private Wealth
122
Corient Private Wealth
Florida
$13.3M +$9.93M +185,035 +268%
Canada Pension Plan Investment Board
123
Canada Pension Plan Investment Board
Ontario, Canada
$13.2M -$658K -12,257 -5%
CGIM
124
Capital Group Investment Management
Singapore
$13.2M +$13.5M +251,000 New
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$13.1M +$95.5K +1,780 +0.7%

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.