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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
Victory Capital Management
126
Victory Capital Management
Texas
$13.1M +$7.43M +138,542 +124%
GFI
127
Global Frontier Investments
South Carolina
$12.7M
ACM
128
Aryeh Capital Management
Ontario, Canada
$12.6M
LPL Financial
129
LPL Financial
California
$12.5M -$1.89M -35,242 -13%
Asset Management One
130
Asset Management One
Japan
$12.5M +$504K +9,396 +4%
CPM
131
Crescent Park Management
California
$12.4M +$397K +7,393 +3%
M2MC
132
Matthew 25 Management Corp
Pennsylvania
$12.3M -$268K -5,000 -2%
HSBC Holdings
133
HSBC Holdings
United Kingdom
$12.1M +$1.31M +24,444 +12%
Aberdeen Group
134
Aberdeen Group
United Kingdom
$12.1M -$401K -7,473 -3%
Twin Tree Management
135
Twin Tree Management
Texas
$12M -$2.84M -52,953 -19%
CII
136
Capital International Inc
California
$11.8M +$12.1M +225,218 New
DnB Asset Management
137
DnB Asset Management
Norway
$11.7M -$44.9K -836 -0.4%
AHC
138
Adell Harriman & Carpenter
Texas
$11.5M +$198K +3,698 +2%
ZIG
139
Zuckerman Investment Group
Illinois
$11.2M +$108K +2,021 +1%
SAM
140
Storebrand Asset Management
Norway
$11.1M +$62K +1,155 +0.6%
Citigroup
141
Citigroup
New York
$11M -$607K -11,312 -5%
Skandinaviska Enskilda Banken (SEB)
142
Skandinaviska Enskilda Banken (SEB)
Sweden
$10.9M +$310K +5,779 +3%
Royal London Asset Management
143
Royal London Asset Management
United Kingdom
$10.8M +$381K +7,101 +4%
KHLMVGHM
144
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$10.6M +$11.1M +207,182 New
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$10.6M -$3.94M -73,459 -27%
PAIM
146
Punch & Associates Investment Management
Minnesota
$10.6M +$1.68M +31,310 +18%
CIM
147
Caldwell Investment Management
Ontario, Canada
$10.5M
ARS
148
Adirondack Retirement Specialists
New York
$10.4M -$826K -15,387 -7%
PAMS
149
Pictet Asset Management (Switzerland)
Switzerland
$10.3M +$273K +5,081 +3%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$10.3M -$378K -7,035 -3%

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.