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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
FNBT
351
FineMark National Bank & Trust
Florida
$1.02M -$137K -2,819 -11%
LDB
352
Lee, Danner & Bass
Tennessee
$1.01M +$4.87K +100 +0.5%
SCP
353
Stamos Capital Partners
California
$995K +$136K +2,790 +15%
BF
354
BOK Financial
Oklahoma
$982K +$333K +6,824 +48%
PRC
355
Pearl River Capital
Michigan
$978K -$439K -9,010 -30%
AIM
356
Axiom Investment Management
New York
$977K -$70.1K -1,438 -6%
X
357
Xponance
Pennsylvania
$933K +$438K +8,982 +81%
LA
358
LBP AM
France
$896K +$941K +19,307 New
APP
359
Alpha Paradigm Partners
Illinois
$886K +$340K +6,967 +57%
AC
360
Allstate Corporation
Illinois
$884K +$13.7K +281 +1%
AIM
361
Allstate Investment Management
Illinois
$884K +$929K +19,052 New
FC
362
FORA Capital
Florida
$878K +$922K +18,919 New
EF
363
Empowered Funds
Pennsylvania
$871K +$50.2K +1,029 +6%
SPIO
364
Seven Post Investment Office
California
$868K
TC
365
TownSquare Capital
Utah
$867K +$227K +4,666 +33%
AAM
366
AR Asset Management
California
$836K
RC
367
Roundview Capital
New Jersey
$831K -$3.51K -72 -0.4%
Mercer Global Advisors
368
Mercer Global Advisors
Colorado
$825K -$55.3K -1,135 -6%
CCM
369
Compton Capital Management
Rhode Island
$812K -$90.2K -1,850 -10%
NCM
370
Next Capital Management
New York
$812K -$975 -20 -0.1%
FSA
371
Franklin Street Advisors
North Carolina
$807K
QT
372
Quantamental Technologies
New York
$805K +$845K +17,332 New
RJT
373
Raymond James Trust
Florida
$802K -$26.7K -548 -3%
SAA
374
Southeast Asset Advisors
Georgia
$797K
DADC
375
D.A. Davidson & Co
Montana
$776K +$83.6K +1,715 +11%

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.