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KKR & Co

713 hedge funds and large institutions have $20.2B invested in KKR & Co in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 238 increasing their positions, 250 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

4% less capital invested

Capital invested by funds: $21.1B → $20.2B (-$928M)

5% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 250

3% less funds holding

Funds holding: 736713 (-23)

18% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 79

22.26% less ownership

Funds ownership: 77.09%54.83% (-22%)

27% less call options, than puts

Call options by funds: $105M | Put options by funds: $144M

Holders
713
Holders Change
-23
Holders Change %
-3.13%
% of All Funds
12.28%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
65
Increased
238
Reduced
250
Closed
79
Calls
$105M
Puts
$144M
Net Calls
-$38.5M
Net Calls Change
+$5.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$165M +$1.54M +30,420 +0.8%
BFM
27
Blacksheep Fund Management
Ireland
$149M
AI
28
Ariel Investments
Illinois
$147M +$3.58M +70,773 +2%
CI Investments Inc
29
CI Investments Inc
Ontario, Canada
$146M -$88.9K -1,759 -0.1%
Viking Global Investors
30
Viking Global Investors
Connecticut
$137M +$161M +3,177,089 New
Brown Advisory
31
Brown Advisory
Maryland
$120M -$81.3K -1,608 -0.1%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$105M +$22.8M +450,544 +23%
Federated Hermes
33
Federated Hermes
Pennsylvania
$98.6M -$14.3M -282,889 -11%
Citadel Advisors
34
Citadel Advisors
Florida
$94M +$107M +2,117,022 +3,098%
Macquarie Group
35
Macquarie Group
Australia
$93.5M -$39.6M -783,036 -26%
Lord, Abbett & Co
36
Lord, Abbett & Co
New Jersey
$93.1M +$7.67M +151,822 +8%
Wells Fargo
37
Wells Fargo
California
$91.4M -$4.42M -87,389 -4%
Charles Schwab
38
Charles Schwab
California
$84.5M -$955K -18,891 -1%
FCM
39
Frontier Capital Management
Massachusetts
$80.2M -$4.81M -95,123 -5%
JP Morgan Chase
40
JP Morgan Chase
New York
$80.1M +$5.34M +105,695 +6%
N
41
Nuveen
North Carolina
$79.9M -$12.9M -255,194 -12%
UBS AM
42
UBS AM
Illinois
$78.1M +$7.6M +150,305 +9%
EIP
43
Epoch Investment Partners
New York
$74.4M -$22M -435,601 -20%
PI
44
Putnam Investments
Massachusetts
$71.2M -$16.4M -325,435 -16%
Ameriprise
45
Ameriprise
Minnesota
$69.8M -$817K -16,171 -1%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$67.3M +$796K +15,748 +1%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$66.3M -$790M -15,635,031 -91%
MG
48
Markel Group
Virginia
$61.4M +$112K +2,215 +0.2%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$58.2M +$613K +12,128 +0.9%
Holocene Advisors
50
Holocene Advisors
New York
$57.6M +$28.1M +556,008 +71%

KKR Hedge Fund Activity: Q3 2022 in Review

713 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2022, worth a combined $20.2B — down 4.4% from $21.1B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of KKR and 65 opened new positions — a net loss of 14 holders — while 250 trimmed existing stakes and 238 added.

The largest buyer was Harris Associates, adding an estimated $433M. The largest seller was T. Rowe Price Associates, cutting an estimated $790M.

  • 713 institutional investors held KKR & Co (KKR) as of Q3 2022, down from 736 in Q2 2022.
  • Funds reported $20.2B of KKR & Co stock for Q3 2022, down 4.4% quarter-over-quarter.
  • 65 funds opened new KKR & Co positions in Q3 2022 and 79 closed out, a net change of -14 holders.
  • The largest KKR & Co buyer in Q3 2022 was Harris Associates, an estimated $433M added.
  • The largest KKR & Co seller in Q3 2022 was T. Rowe Price Associates, an estimated $790M sold.

Based on aggregated 13F filings for Q3 2022.