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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
VFO
451
Virtus Family Office
Texas
$463K -$53.4K -1,095 -10%
KF
452
Krilogy Financial
Missouri
$456K
PFC
453
Phocas Financial Corp
California
$456K -$7.31K -150 -2%
MC
454
Moors & Cabot
Massachusetts
$454K -$16K -328 -3%
WF
455
Welch & Forbes
Massachusetts
$453K
YMRC
456
Yorktown Management & Research Company
Virginia
$450K
RIM
457
RW Investment Management
Idaho
$450K +$473K +9,700 New
EH
458
Equitable Holdings
New York
$449K -$2.14M -43,882 -82%
FG
459
Fiduciary Group
Georgia
$444K
AIM
460
Achmea Investment Management
Netherlands
$436K -$445K -9,132 -48%
GWM
461
Geneos Wealth Management
Colorado
$435K
DT
462
Diversified Trust
Tennessee
$434K +$8.14K +167 +2%
ESCM
463
Echo Street Capital Management
New York
$428K +$449K +9,212 New
AWM
464
Aries Wealth Management
Maine
$428K -$48.7K -1,000 -10%
GAM
465
Guinness Asset Management
United Kingdom
$422K
EGA
466
E&G Advisors
Texas
$418K
RG
467
Rathbones Group
United Kingdom
$418K
PI
468
PEAK6 Investments
Illinois
$416K +$437K +8,971 New
PA
469
Parallel Advisors
California
$415K +$17.7K +363 +4%
SF
470
Synovus Financial
Georgia
$415K +$435K +8,933 New
MA
471
Mutual Advisors
Nebraska
$414K -$2.39K -49 -0.5%
GWMIA
472
Global Wealth Management Investment Advisory
Florida
$414K +$37.5K +770 +9%
PWP
473
Principle Wealth Partners
Connecticut
$411K
SWM
474
Segment Wealth Management
Texas
$411K
SS
475
Simplicity Solutions
Minnesota
$410K -$54K -1,108 -11%

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.