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KKR & Co

736 hedge funds and large institutions have $21.1B invested in KKR & Co in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 271 increasing their positions, 251 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.73% more ownership

Funds ownership: 75.37%77.09% (+1.7%)

8% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 251

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

7% less funds holding

Funds holding: 789736 (-53)

18% less capital invested

Capital invested by funds: $25.9B → $21.1B (-$4.77B)

22% less call options, than puts

Call options by funds: $157M | Put options by funds: $200M

36% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 111

Holders
736
Holders Change
-53
Holders Change %
-6.72%
% of All Funds
12.4%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.42%
New
71
Increased
271
Reduced
251
Closed
111
Calls
$157M
Puts
$200M
Net Calls
-$43.8M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
401
Paradigm Asset Management
New York
$750K
BRWA
402
B. Riley Wealth Advisors
Florida
$737K -$38.9K -742 -4%
WF
403
Welch & Forbes
Massachusetts
$736K
KIA
404
Kraematon Investment Advisors
Massachusetts
$732K -$4.3K -82 -0.5%
TC
405
TownSquare Capital
Utah
$731K +$257K +4,906 +45%
DADC
406
D.A. Davidson & Co
Montana
$729K -$30.6K -583 -4%
LSA
407
Lansing Street Advisors
Pennsylvania
$708K +$477K +9,101 +147%
SG Americas Securities
408
SG Americas Securities
New York
$706K +$517K +9,862 +183%
EPA
409
Element Pointe Advisors
Florida
$689K -$184K -3,502 -19%
BF
410
BOK Financial
Oklahoma
$689K -$63K -1,201 -7%
BAM
411
Belpointe Asset Management
Nevada
$682K +$93.9K +1,790 +14%
BMSSC
412
B. Metzler seel. Sohn & Co
Germany
$677K
UIA
413
UBP Investment Advisors
Switzerland
$670K +$546K +10,401 +260%
CWM
414
Chemistry Wealth Management
New York
$653K +$93.4K +1,781 +14%
NLP
415
Next Level Private
New York
$653K +$740K +14,112 New
RSWM
416
Robertson Stephens Wealth Management
California
$647K +$5.09K +97 +0.7%
FNBSF
417
First National Bank Sioux Falls
South Dakota
$643K -$56.1K -1,070 -7%
AT
418
American Trust
Kentucky
$641K -$158K -3,016 -18%
CNC
419
Canandaigua National Corp
New York
$640K -$47K -895 -6%
GIM
420
Guardian Investment Management
California
$636K
DLA
421
Douglas Lane & Associates
New York
$634K
MNBTD
422
Moody National Bank Trust Division
Texas
$628K -$824K -15,700 -54%
CB
423
Commerce Bank
Missouri
$628K +$3.15K +60 +0.4%
JWCA
424
J.W. Cole Advisors
Florida
$623K -$115K -2,194 -14%
TI
425
Tidal Investments
Wisconsin
$623K +$503K +9,586 +248%

KKR Hedge Fund Activity: Q2 2022 in Review

736 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q2 2022, worth a combined $21.1B — down 18% from $25.9B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of KKR and 71 opened new positions — a net loss of 40 holders — while 251 trimmed existing stakes and 271 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $533M. The largest seller was BlackRock, cutting an estimated $265M.

  • 736 institutional investors held KKR & Co (KKR) as of Q2 2022, down from 789 in Q1 2022.
  • Funds reported $21.1B of KKR & Co stock for Q2 2022, down 18% quarter-over-quarter.
  • 71 funds opened new KKR & Co positions in Q2 2022 and 111 closed out, a net change of -40 holders.
  • The largest KKR & Co buyer in Q2 2022 was Manulife (Manufacturers Life Insurance), an estimated $533M added.
  • The largest KKR & Co seller in Q2 2022 was BlackRock, an estimated $265M sold.

Based on aggregated 13F filings for Q2 2022.