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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
BFM
26
Blacksheep Fund Management
Ireland
$160M +$26.4M +502,829 +17%
CI Investments Inc
27
CI Investments Inc
Ontario, Canada
$157M -$11.4M -216,824 -6%
AI
28
Ariel Investments
Illinois
$155M +$7.15M +136,276 +4%
Macquarie Group
29
Macquarie Group
Australia
$137M -$25.7M -489,781 -14%
Brown Advisory
30
Brown Advisory
Maryland
$130M -$5.27M -100,487 -3%
Invesco
31
Invesco
Georgia
$126M -$239M -4,553,565 -63%
Federated Hermes
32
Federated Hermes
Pennsylvania
$119M -$15.3M -291,463 -10%
Wells Fargo
33
Wells Fargo
California
$102M +$22.4M +427,594 +24%
EIP
34
Epoch Investment Partners
New York
$100M +$9.68M +184,524 +9%
N
35
Nuveen
North Carolina
$97.9M +$15.9M +302,528 +17%
Lord, Abbett & Co
36
Lord, Abbett & Co
New Jersey
$93.2M -$25.9M -493,327 -20%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$92.4M +$9.24M +176,037 +10%
Millennium Management
38
Millennium Management
New York
$92.4M -$58.1M -1,108,309 -36%
Charles Schwab
39
Charles Schwab
California
$91.9M +$2.2M +41,890 +2%
PI
40
Putnam Investments
Massachusetts
$91.8M -$3.22M -61,421 -3%
FCM
41
Frontier Capital Management
Massachusetts
$90.8M -$5.9M -112,546 -5%
JP Morgan Chase
42
JP Morgan Chase
New York
$81.4M +$27M +515,478 +41%
UBS AM
43
UBS AM
Illinois
$77.2M -$5.86M -111,789 -6%
Deutsche Bank
44
Deutsche Bank
Germany
$77M +$15.6M +297,872 +22%
Ameriprise
45
Ameriprise
Minnesota
$75.8M +$29.7M +565,927 +53%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$71.7M -$8.44M -160,814 -9%
MG
47
Markel Group
Virginia
$66M +$218K +4,158 +0.3%
Alkeon Capital Management
48
Alkeon Capital Management
New York
$65.6M +$11.8M +225,861 +19%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$62.1M -$849K -16,182 -1%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$60.9M +$18.9M +360,492 +38%

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.