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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
NCG
151
Newport Capital Group
New Jersey
$10.2M +$11.8M +220,167 New
Mitsubishi UFJ Asset Management
152
Mitsubishi UFJ Asset Management
Japan
$10.1M +$870K +16,213 +9%
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$9.6M +$1.05M +19,492 +12%
GIA
154
Gateway Investment Advisers
Ohio
$9.43M +$4.7M +87,671 +95%
SH
155
SeaTown Holdings
Singapore
$9.34M +$6.19M +115,400 +185%
LCS
156
Levin Capital Strategies
New York
$9.06M +$12.1K +226 +0.1%
JSP
157
Jackson Square Partners
California
$9.02M -$4.15M -77,284 -31%
NSIM
158
North Star Investment Management
Illinois
$8.59M -$1.35M -25,149 -13%
CFM
159
Coronation Fund Managers
South Africa
$8.43M +$8.61M +160,419 New
Prudential Financial
160
Prudential Financial
New Jersey
$8.22M +$4.6M +85,714 +95%
ASRS
161
Arizona State Retirement System
Arizona
$8.03M +$29.3K +546 +0.4%
RA
162
Rovida Advisors
Florida
$7.95M +$2.25M +42,005 +38%
Toronto Dominion Bank
163
Toronto Dominion Bank
Ontario, Canada
$7.9M -$882K -16,443 -10%
PWP
164
Private Wealth Partners
California
$7.56M +$104K +1,935 +1%
HFS
165
Hantz Financial Services
Michigan
$7.51M +$537K +10,000 +8%
Nomura Asset Management
166
Nomura Asset Management
Japan
$7.34M +$330K +6,144 +5%
JMPWA
167
JP Morgan Private Wealth Advisors
California
$7.31M +$499K +9,293 +7%
UIM
168
USS Investment Management
United Kingdom
$7.29M -$228K -4,240 -3%
AWS
169
Atria Wealth Solutions
New York
$7.26M +$73.7K +1,374 +1%
COLIM
170
City of London Investment Management
United Kingdom
$7.22M
NFC
171
Northeast Financial Consultants
Connecticut
$7.19M
PCM
172
Palisade Capital Management
New Jersey
$7.17M
BC
173
Brookfield Corp
Ontario, Canada
$7.13M +$2.42M +45,176 +50%
FAF
174
Fjarde Ap-fonden
Sweden
$7.11M +$172K +3,200 +2%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$7.07M +$394K +7,344 +6%

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.