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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
WPEP
201
Walnut Private Equity Partners
Nebraska
$5.25M -$993K -18,500 -16%
PE
202
Point72 Europe
United Kingdom
$5.04M -$1.6M -29,800 -24%
HighTower Advisors
203
HighTower Advisors
Illinois
$5M -$134K -2,497 -3%
Public Employees Retirement Association of Colorado
204
Public Employees Retirement Association of Colorado
Colorado
$4.9M -$384K -7,161 -7%
Handelsbanken Fonder
205
Handelsbanken Fonder
Sweden
$4.83M +$262K +4,873 +6%
TYCC
206
Texas Yale Capital Corp
Florida
$4.81M +$7.51K +140 +0.2%
BCI
207
Brinker Capital Investments
Pennsylvania
$4.81M -$31.1K -579 -0.6%
OPS
208
Orion Portfolio Solutions
Nebraska
$4.81M +$4.91M +91,543 New
AGA
209
Accuvest Global Advisors
Utah
$4.67M -$4.91M -91,410 -51%
RA
210
Rational Advisors
New York
$4.66M -$64.4K -1,200 -1%
KBC Group
211
KBC Group
Belgium
$4.48M +$2.84M +52,892 +164%
OWP
212
Old Well Partners
North Carolina
$4.46M -$107K -2,000 -2%
Truist Financial
213
Truist Financial
North Carolina
$4.41M -$746K -13,899 -14%
American Century Companies
214
American Century Companies
Missouri
$4.41M +$308K +5,737 +7%
TSWM
215
Triangle Securities Wealth Management
North Carolina
$4.33M -$26.8K -499 -0.6%
FCI
216
Financial Counselors Inc
Kansas
$4.26M -$5.69K -106 -0.1%
BIC
217
Beach Investment Counsel
Pennsylvania
$4.23M
AIMCA
218
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.21M +$4.3M +80,200 New
Janus Henderson Group
219
Janus Henderson Group
United Kingdom
$4.17M -$57.1K -1,064 -1%
SIAP
220
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.15M +$12.3K +230 +0.3%
MA
221
Menlo Advisors
California
$4.08M -$51.2K -955 -1%
GEM
222
Global Endowment Management
North Carolina
$3.89M -$285K -5,319 -7%
GIBU
223
Gulf International Bank (UK)
United Kingdom
$3.85M -$1.07M -19,916 -21%
VOYA Investment Management
224
VOYA Investment Management
Georgia
$3.84M -$47.9K -892 -1%
Daiwa Securities Group
225
Daiwa Securities Group
Japan
$3.84M +$583K +10,865 +17%

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.