We are live on ! Find out more
KKR icon

KKR & Co

733 hedge funds and large institutions have $22.4B invested in KKR & Co in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 236 increasing their positions, 263 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 67

11% more capital invested

Capital invested by funds: $20.2B → $22.4B (+$2.25B)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

3% more funds holding

Funds holding: 713733 (+20)

0.48% more ownership

Funds ownership: 54.83%55.31% (+0.48%)

10% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 263

15% less call options, than puts

Call options by funds: $246M | Put options by funds: $289M

Holders
733
Holders Change
+20
Holders Change %
+2.81%
% of All Funds
11.78%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.47%
New
98
Increased
236
Reduced
263
Closed
67
Calls
$246M
Puts
$289M
Net Calls
-$43.8M
Net Calls Change
-$5.35M
Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
276
Stonehage Fleming Financial Services
Jersey
$2.18M +$1.29M +26,468 +131%
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$2.15M -$1.57M -32,266 -41%
SCA
278
STALEY CAPITAL ADVISERS
Pennsylvania
$2.09M
MSRPS
279
Maryland State Retirement & Pension System
Maryland
$2.09M +$2.19M +44,974 New
ORC
280
O'Rourke & Company
Massachusetts
$2.06M +$52K +1,066 +2%
OIS
281
Okabena Investment Services
Minnesota
$2.05M +$23.2K +475 +1%
ProShare Advisors
282
ProShare Advisors
Maryland
$2.05M +$263K +5,401 +14%
RA
283
RiverPark Advisors
New York
$2.04M -$1.27M -25,970 -37%
PFPT
284
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.04M -$193K -3,952 -8%
EMPI
285
Elo Mutual Pension Insurance
Finland
$2.01M +$47.9K +982 +2%
KAS
286
Kestra Advisory Services
Texas
$1.94M -$1.31M -26,828 -39%
DA
287
Duality Advisers
Florida
$1.94M +$2.04M +41,804 New
BNP Paribas Asset Management
288
BNP Paribas Asset Management
France
$1.93M -$2.86M -58,778 -59%
COI
289
Connable Office Inc
Michigan
$1.87M
BSG
290
Black Swift Group
Colorado
$1.86M +$1.71M +35,000 +700%
FFH
291
Fairfax Financial Holdings
Ontario, Canada
$1.86M
RIL
292
Rothschild Investment LLC
Illinois
$1.85M -$573K -11,750 -23%
Mackenzie Financial
293
Mackenzie Financial
Ontario, Canada
$1.82M +$54.6K +1,120 +3%
SMDAM
294
Sumitomo Mitsui DS Asset Management
Japan
$1.81M +$203K +4,170 +12%
Group One Trading
295
Group One Trading
Illinois
$1.78M -$1.54M -31,540 -45%
IAIM
296
Industrial Alliance Investment Management
Quebec, Canada
$1.76M +$9.75K +200 +0.5%
CAN
297
Cetera Advisor Networks
California
$1.75M +$129K +2,642 +8%
CC
298
Cipher Capital
New York
$1.73M +$1.14M +23,383 +169%
CAM
299
Cresset Asset Management
Illinois
$1.71M +$51.1K +1,049 +3%
WB
300
WesBanco Bank
West Virginia
$1.69M -$5.47M -112,287 -76%

KKR Hedge Fund Activity: Q4 2022 in Review

733 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q4 2022, worth a combined $22.4B — up 11% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new KKR positions and 67 closed out — a net gain of 31 holders — while 236 added to existing stakes and 263 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $448M. The largest seller was Jennison Associates, cutting an estimated $166M.

  • 733 institutional investors held KKR & Co (KKR) as of Q4 2022, up from 713 in Q3 2022.
  • Funds reported $22.4B of KKR & Co stock for Q4 2022, up 11% quarter-over-quarter.
  • 98 funds opened new KKR & Co positions in Q4 2022 and 67 closed out, a net change of +31 holders.
  • The largest KKR & Co buyer in Q4 2022 was T. Rowe Price Investment Management, an estimated $448M added.
  • The largest KKR & Co seller in Q4 2022 was Jennison Associates, an estimated $166M sold.

Based on aggregated 13F filings for Q4 2022.