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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
Nordea Investment Management
301
Nordea Investment Management
Sweden
$1.67M -$20.8K -427 -1%
AWM
302
Avitas Wealth Management
California
$1.67M +$12K +247 +0.7%
US Bancorp
303
US Bancorp
Minnesota
$1.66M -$6.92K -142 -0.4%
ISL
304
Ingalls & Snyder LLC
New York
$1.62M -$108K -2,223 -6%
SB
305
Strategic Blueprint
Georgia
$1.56M -$635K -13,031 -28%
TWC
306
TD Waterhouse Canada
Ontario, Canada
$1.55M -$681K -13,974 -30%
GWMI
307
Guardian Wealth Management (Illinois)
Illinois
$1.54M -$319K -6,536 -16%
LFG
308
Larson Financial Group
Missouri
$1.52M -$97.5K -2,000 -6%
KBC Group
309
KBC Group
Belgium
$1.5M +$1.46K +30 +0.1%
QC
310
Quadrature Capital
United Kingdom
$1.45M +$1.53M +31,302 New
RA
311
Royce & Associates
New York
$1.43M
SWS
312
SYSTM Wealth Solutions
Illinois
$1.43M +$1.5M +30,807 New
CPIG
313
Chicago Partners Investment Group
Illinois
$1.43M +$37.5K +769 +3%
ESBC
314
E.S. Barr & Co
Kentucky
$1.41M -$21.9K -450 -1%
DILIC
315
Dai-ichi Life Insurance Company
Japan
$1.39M
Creative Planning
316
Creative Planning
Kansas
$1.37M -$91.4K -1,875 -6%
CS
317
Candriam SCA
Luxembourg
$1.36M -$6.04K -124 -0.4%
ICG
318
InterOcean Capital Group
Tennessee
$1.32M
Jane Street
319
Jane Street
New York
$1.3M -$1.38M -28,221 -50%
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$1.3M -$245K -5,030 -15%
YAVAPFMC
321
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.29M
SWM
322
Sendero Wealth Management
Texas
$1.28M +$707K +14,514 +111%
GP
323
Greenline Partners
New York
$1.28M
SPIA
324
Steward Partners Investment Advisory
New York
$1.28M -$60.1K -1,234 -4%
M&T Bank
325
M&T Bank
New York
$1.27M +$35.2K +722 +3%

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.