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KKR & Co

789 hedge funds and large institutions have $25.9B invested in KKR & Co in 2022 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 302 increasing their positions, 254 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 254

0.84% less ownership

Funds ownership: 76.2%75.37% (-0.84%)

6% less funds holding

Funds holding: 838789 (-49)

21% less capital invested

Capital invested by funds: $32.9B → $25.9B (-$7.05B)

28% less funds holding in top 10

Funds holding in top 10: 3626 (-10)

31% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 126

49% less call options, than puts

Call options by funds: $156M | Put options by funds: $307M

Holders
789
Holders Change
-49
Holders Change %
-5.85%
% of All Funds
12.44%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.41%
New
87
Increased
302
Reduced
254
Closed
126
Calls
$156M
Puts
$307M
Net Calls
-$151M
Net Calls Change
-$73.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FPCG
451
Fort Pitt Capital Group
Pennsylvania
$778K
William Blair & Company
452
William Blair & Company
Illinois
$774K -$1.21M -19,253 -59%
BHB
453
Bank Hapoalim BM
Israel
$763K -$634K -10,074 -44%
BAM
454
Belpointe Asset Management
Nevada
$757K +$53.6K +852 +7%
Baird Financial Group
455
Baird Financial Group
Wisconsin
$754K -$248K -3,944 -23%
CAMG
456
CWA Asset Management Group
Florida
$746K +$19.8K +314 +3%
SWM
457
Spire Wealth Management
Virginia
$744K -$197K -3,135 -20%
MC
458
Moors & Cabot
Massachusetts
$741K +$163K +2,582 +26%
MWM
459
Mission Wealth Management
California
$731K +$28.9K +459 +4%
CWM
460
Chemistry Wealth Management
New York
$721K +$776K +12,331 New
PP
461
Prudential plc
United Kingdom
$699K +$753K +11,961 New
VanEck Associates
462
VanEck Associates
New York
$694K +$125K +1,984 +20%
SCM
463
Silvant Capital Management
Georgia
$688K
FCBT
464
First Citizens Bank & Trust
North Carolina
$677K -$150K -2,386 -17%
GAM
465
Guinness Asset Management
United Kingdom
$674K -$127K -2,015 -15%
KPWS
466
Kestra Private Wealth Services
Texas
$673K +$17.5K +278 +2%
PSP
467
Principal Street Partners
Tennessee
$671K -$28.3K -450 -4%
ANRIA
468
American National Registered Investment Advisor
Texas
$659K
MIM
469
MetLife Investment Management
New Jersey
$650K +$700K +11,125 New
JEST
470
JTC Employer Solutions Trustee
Jersey
$650K
MS
471
Maven Securities
Jersey
$643K +$692K +11,000 New
TC
472
TownSquare Capital
Utah
$636K +$157K +2,495 +30%
BFS
473
Bradley Foster & Sargent
Connecticut
$635K -$62.6K -994 -8%
GC
474
Gilbert & Cook
Iowa
$632K +$37.1K +589 +6%
LNWWM
475
Laird Norton Wetherby Wealth Management
California
$626K

KKR Hedge Fund Activity: Q1 2022 in Review

789 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q1 2022, worth a combined $25.9B — down 21% from $32.9B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of KKR and 87 opened new positions — a net loss of 39 holders — while 254 trimmed existing stakes and 302 added.

The largest buyer was Harris Associates, adding an estimated $148M. The largest seller was GQG Partners, exiting entirely with an estimated $784M sold.

  • 789 institutional investors held KKR & Co (KKR) as of Q1 2022, down from 838 in Q4 2021.
  • Funds reported $25.9B of KKR & Co stock for Q1 2022, down 21% quarter-over-quarter.
  • 87 funds opened new KKR & Co positions in Q1 2022 and 126 closed out, a net change of -39 holders.
  • The largest KKR & Co buyer in Q1 2022 was Harris Associates, an estimated $148M added.
  • The largest KKR & Co seller in Q1 2022 was GQG Partners, an estimated $784M sold.

Based on aggregated 13F filings for Q1 2022.