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
KPWS
426
Kestra Private Wealth Services
Texas
$530K -$97.7K -2,005 -15%
DC
427
Davenport & Co
Virginia
$528K -$120K -2,464 -18%
SCM
428
Silvant Capital Management
Georgia
$527K -$5.12K -105 -0.9%
FA
429
Fountainhead AM
New Jersey
$527K
JWM
430
Jessup Wealth Management
Ohio
$521K +$547K +11,224 New
CAL
431
Capital Analysts LLC
Pennsylvania
$521K +$505K +10,371 +1,236%
JEST
432
JTC Employer Solutions Trustee
Jersey
$516K
BPA
433
Beacon Pointe Advisors
California
$515K +$2.19K +45 +0.4%
BMSSC
434
B. Metzler seel. Sohn & Co
Germany
$510K +$59.7K +1,224 +13%
SDWIA
435
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$508K -$9.65K -198 -2%
TMAM
436
Tokio Marine Asset Management
Japan
$505K +$58.2K +1,194 +12%
WAP
437
Wealthcare Advisory Partners
Pennsylvania
$504K -$634 -13 -0.1%
PSP
438
Principal Street Partners
Tennessee
$501K -$33.4K -686 -6%
Bank of Nova Scotia
439
Bank of Nova Scotia
Ontario, Canada
$501K +$526K +10,790 New
BFS
440
Bradley Foster & Sargent
Connecticut
$498K -$7.07K -145 -1%
WWM
441
Western Wealth Management
Colorado
$491K -$544K -11,152 -51%
MCM
442
MAI Capital Management
Ohio
$491K +$46.9K +962 +10%
First Trust Advisors
443
First Trust Advisors
Illinois
$479K -$11.9M -244,330 -96%
BFA
444
Beaumont Financial Advisors
Massachusetts
$474K -$9.75K -200 -2%
SWM
445
Spire Wealth Management
Virginia
$472K -$3.8K -78 -0.8%
CHAM
446
Clear Harbor Asset Management
Connecticut
$470K
PFO
447
Pathstone Family Office
New Jersey
$469K +$447K +9,173 +192%
VAS
448
Vestmark Advisory Solutions
Massachusetts
$465K -$142K -2,916 -23%
IIM
449
Intact Investment Management
Quebec, Canada
$464K
FMN
450
Financial Management Network
California
$464K +$57.1K +1,171 +14%

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.