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
IWM
376
IHT Wealth Management
Illinois
$771K -$43.4K -891 -5%
CWP
377
Curated Wealth Partners
California
$767K +$16.9K +347 +2%
VanEck Associates
378
VanEck Associates
New York
$755K +$215K +4,409 +37%
EFS
379
Essex Financial Services
Connecticut
$748K -$10.4K -213 -1%
Cetera Investment Advisers
380
Cetera Investment Advisers
Illinois
$742K +$361K +7,409 +86%
LSA
381
Lansing Street Advisors
Pennsylvania
$715K +$2.39K +49 +0.3%
KeyBank National Association
382
KeyBank National Association
Ohio
$701K -$93.4K -1,916 -11%
MA
383
MYDA Advisors
New York
$696K -$390K -8,000 -35%
IP
384
Interval Partners
New York
$686K -$275K -5,645 -28%
WKWM
385
Walter & Keenan Wealth Management
Indiana
$679K
GVAG
386
Great Valley Advisor Group
Delaware
$672K -$19.3K -397 -3%
SOADOR
387
State of Alaska Department of Revenue
Alaska
$669K -$51.9K -1,065 -7%
TI
388
Tidal Investments
Wisconsin
$669K +$34.3K +704 +5%
LW
389
Linscomb Wealth
Texas
$667K +$335K +6,864 +91%
KIA
390
Kraematon Investment Advisors
Massachusetts
$664K -$8.97K -184 -1%
CWP
391
CFM Wealth Partners
Texas
$659K -$599K -12,293 -46%
BCM
392
Basso Capital Management
Connecticut
$659K +$692K +14,200 New
DLA
393
Douglas Lane & Associates
New York
$657K +$29.9K +613 +5%
CWM
394
Chemistry Wealth Management
New York
$652K -$7.07K -145 -1%
FNBSF
395
First National Bank Sioux Falls
South Dakota
$651K
HBCM
396
Heron Bay Capital Management
Michigan
$648K -$195 -4 -0%
JWCA
397
J.W. Cole Advisors
Florida
$646K +$25.4K +521 +4%
CAMG
398
CWA Asset Management Group
Florida
$635K
GIM
399
Guardian Investment Management
California
$627K -$12.2K -250 -2%
GC
400
Gilbert & Cook
Iowa
$623K +$7.26K +149 +1%

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.