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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
VI
401
Vestcor Inc
New Brunswick, Canada
$615K
RSWM
402
Robertson Stephens Wealth Management
California
$600K -$18.5K -379 -3%
AIM
403
Aigen Investment Management
New York
$598K +$628K +12,880 New
MNBTD
404
Moody National Bank Trust Division
Texas
$592K +$1.22K +25 +0.2%
BAM
405
Belpointe Asset Management
Nevada
$581K -$213K -4,370 -26%
PMG
406
ProVise Management Group
Florida
$579K
CB
407
Commerce Bank
Missouri
$579K -$21.2K -435 -3%
EPA
408
Element Pointe Advisors
Florida
$573K -$120K -2,471 -17%
FPCG
409
Fort Pitt Capital Group
Pennsylvania
$571K
BCM
410
Bayesian Capital Management
New York
$571K +$599K +12,300 New
Baird Financial Group
411
Baird Financial Group
Wisconsin
$565K +$56.8K +1,165 +11%
BRWA
412
B. Riley Wealth Advisors
Florida
$563K +$13.4K +275 +2%
MWM
413
Mission Wealth Management
California
$558K -$292 -6 -0%
ZF
414
Zhang Financial
Michigan
$558K +$7.26K +149 +1%
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$558K +$54.3K +1,115 +10%
CNC
416
Canandaigua National Corp
New York
$557K -$56.3K -1,155 -9%
SCA
417
Snowden Capital Advisors
New York
$554K -$92.9K -1,907 -14%
SW
418
SVB Wealth
Massachusetts
$554K +$582K +11,931 New
I
419
InceptionR
California
$553K +$581K +11,921 New
Vontobel Holding
420
Vontobel Holding
Switzerland
$553K +$27.1K +556 +5%
MIM
421
MetLife Investment Management
New Jersey
$549K +$2.78K +57 +0.5%
William Blair & Company
422
William Blair & Company
Illinois
$540K -$34K -698 -6%
FPA
423
First Pacific Advisors
California
$538K
AWM
424
AE Wealth Management
Kansas
$531K +$40K +820 +8%
RGI
425
River Global Investors
United Kingdom
$531K +$558K +11,441 New

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.