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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
Jennison Associates
176
Jennison Associates
New York
$7.06M -$340M -6,332,608 -98%
AFCM
177
Alta Fox Capital Management
Texas
$7.01M -$7.07M -131,823 -50%
PCM
178
PenderFund Capital Management
British Columbia, Canada
$7M -$1.43M -26,670 -21%
SCM
179
SOL Capital Management
Maryland
$6.9M +$119K +2,225 +2%
GCM
180
GoodHaven Capital Management
New Jersey
$6.64M +$3.49K +65 +0.1%
SI
181
Stephens Inc
Arkansas
$6.55M -$36.5K -680 -0.5%
BMM
182
Buffington Mohr McNeal
Idaho
$6.52M -$6.92K -129 -0.1%
PA
183
Perennial Advisors
New York
$6.44M -$97.3K -1,813 -1%
KHCM
184
Kettle Hill Capital Management
New York
$6.4M +$6.54M +121,826 New
ET
185
Equitable Trust
Tennessee
$6.38M -$434K -8,079 -6%
ACM
186
Alpha Capital Management
Texas
$6.36M
Osaic Holdings
187
Osaic Holdings
Arizona
$6.33M -$262K -4,876 -4%
CFB
188
Cullen/Frost Bankers
Texas
$6.3M +$999K +18,614 +18%
CCA
189
Covey Capital Advisors
Georgia
$6.23M -$1.02M -18,965 -14%
MCP
190
Mirador Capital Partners
California
$6.01M -$11.4K -213 -0.2%
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$5.85M +$436K +8,122 +27%
TC
192
TwinBeech Capital
New York
$5.84M -$40M -744,526 -87%
LAM
193
Lountzis Asset Management
Pennsylvania
$5.8M +$76K +1,417 +1%
Cambridge Investment Research Advisors
194
Cambridge Investment Research Advisors
Iowa
$5.79M -$268K -4,999 -4%
CCM
195
Chickasaw Capital Management
Tennessee
$5.76M -$165K -3,075 -3%
FDCDDQ
196
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.54M +$142K +2,644 +3%
FAF
197
Första AP-fonden
Sweden
$5.37M -$1.08M -20,100 -16%
URS
198
Utah Retirement Systems
Utah
$5.35M +$21.5K +400 +0.4%
EWA
199
EverSource Wealth Advisors
Alabama
$5.33M +$53.1K +990 +1%
II
200
IFM Investors
Australia
$5.3M +$159K +2,963 +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.