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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
X
451
Xponance
Pennsylvania
$502K +$237K +4,508 +71%
BAMF
452
BI Asset Management Fondsmaeglerselskab
Denmark
$501K -$180K -3,428 -24%
ZF
453
Zhang Financial
Michigan
$490K +$18.1K +345 +3%
GWM
454
Geneos Wealth Management
Colorado
$489K +$492K +9,372 +850%
BFA
455
Beaumont Financial Advisors
Massachusetts
$482K
AWM
456
Aries Wealth Management
Maine
$473K +$536K +10,210 New
FPA
457
First Pacific Advisors
California
$472K +$211K +4,026 +65%
CHAM
458
Clear Harbor Asset Management
Connecticut
$469K
SDWIA
459
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$469K +$52 +1 +0%
FA
460
Fountainhead AM
New Jersey
$463K -$28.3K -539 -5%
G
461
GenTrust
Florida
$463K
IIM
462
Intact Investment Management
Quebec, Canada
$463K
IFWM
463
Institute for Wealth Management
Colorado
$460K +$10.2K +194 +2%
GAM
464
Guinness Asset Management
United Kingdom
$457K -$87.5K -1,667 -14%
FWP
465
Firethorn Wealth Partners
Georgia
$457K +$997 +19 +0.2%
KF
466
Krilogy Financial
Missouri
$455K +$52 +1 +0%
PMG
467
ProVise Management Group
Florida
$449K -$26.2K -500 -5%
MS
468
Maven Securities
Jersey
$448K -$69.6K -1,326 -12%
MCM
469
MAI Capital Management
Ohio
$441K +$7.61K +145 +2%
SS
470
Simplicity Solutions
Minnesota
$436K +$108K +2,065 +28%
TCM
471
Teza Capital Management
Illinois
$436K +$495K +9,429 New
PFC
472
Phocas Financial Corp
California
$435K -$28.9K -550 -6%
ASN
473
Advisory Services Network
Georgia
$433K -$34.7K -661 -7%
SSW
474
Smith Shellnut Wilson
Mississippi
$432K
DT
475
Diversified Trust
Tennessee
$429K

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.