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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
PA
326
Pinnacle Associates
New York
$1.26M +$23.9K +490 +2%
CIBC Asset Management
327
CIBC Asset Management
Ontario, Canada
$1.25M +$1.32M +26,989 New
MML Investors Services
328
MML Investors Services
Massachusetts
$1.25M +$23.9K +490 +2%
BAM
329
Byrne Asset Management
New Jersey
$1.24M -$49.7K -1,020 -4%
AWA
330
Aaron Wealth Advisors
Illinois
$1.23M +$12.1K +249 +1%
IAN
331
Integrated Advisors Network
Texas
$1.23M -$71.5K -1,467 -5%
RCM
332
Riverpark Capital Management
New York
$1.23M -$2.11M -43,315 -62%
GAM
333
Gotham Asset Management
New York
$1.22M +$29.2K +599 +2%
BAMF
334
BI Asset Management Fondsmaeglerselskab
Denmark
$1.2M +$786K +16,124 +166%
Man Group
335
Man Group
United Kingdom
$1.2M +$96.8K +1,987 +8%
BTWM
336
Baker Tilly Wealth Management
Wisconsin
$1.19M +$374K +7,665 +43%
CP
337
CenterBook Partners
Connecticut
$1.19M -$1.33M -27,375 -52%
BCA
338
Bray Capital Advisors
Florida
$1.16M
MCM
339
McKinley Capital Management
Alaska
$1.16M -$46.7K -958 -4%
Mirae Asset Global Investments
340
Mirae Asset Global Investments
South Korea
$1.13M +$152K +3,125 +15%
CSI
341
Cross Staff Investments
New York
$1.13M +$1.27K +26 +0.1%
EC
342
Estate Counselors
Wisconsin
$1.12M +$5.61K +115 +0.5%
LFAS
343
Level Four Advisory Services
Texas
$1.1M +$1.16M +23,799 New
IA
344
IFP Advisors
Florida
$1.1M -$746K -15,296 -27%
AAS
345
Ameritas Advisory Services
Nebraska
$1.09M +$161K +3,305 +16%
CIBC World Market
346
CIBC World Market
Ontario, Canada
$1.08M -$475K -9,756 -30%
TPCW
347
TD Private Client Wealth
New York
$1.08M -$321K -6,581 -22%
CIBC Private Wealth Group
348
CIBC Private Wealth Group
Georgia
$1.06M +$152K +3,125 +12%
PP
349
Prudential plc
United Kingdom
$1.06M +$487K +9,988 +78%
OFG
350
Oxford Financial Group
Indiana
$1.05M +$94.4K +1,936 +9%

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.