We are live on ! Find out more
KKR icon

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
Morgan Stanley
26
Morgan Stanley
New York
$202M +$25.2M +516,843 +13%
Northern Trust
27
Northern Trust
Illinois
$182M -$9.51M -195,185 -5%
Citadel Advisors
28
Citadel Advisors
Florida
$168M +$69.6M +1,427,634 +65%
Brown Advisory
29
Brown Advisory
Maryland
$154M +$25.7M +527,041 +19%
BFM
30
Blacksheep Fund Management
Ireland
$149M -$12M -246,650 -7%
CI Investments Inc
31
CI Investments Inc
Ontario, Canada
$139M -$19.1M -392,788 -12%
Wolverine Trading
32
Wolverine Trading
Illinois
$132M +$138M +2,839,800 New
Bank of New York Mellon
33
Bank of New York Mellon
New York
$110M -$3.38M -69,381 -3%
Macquarie Group
34
Macquarie Group
Australia
$104M +$3.74M +76,828 +4%
Charles Schwab
35
Charles Schwab
California
$95M +$3.95M +81,118 +4%
Wells Fargo
36
Wells Fargo
California
$88.8M -$10.4M -213,973 -10%
FCM
37
Frontier Capital Management
Massachusetts
$85.6M -$1.07M -21,982 -1%
PI
38
Putnam Investments
Massachusetts
$81.4M +$4.76M +97,566 +6%
UBS AM
39
UBS AM
Illinois
$78.6M -$6.04M -123,923 -7%
JP Morgan Chase
40
JP Morgan Chase
New York
$77.9M -$9.05M -185,622 -10%
N
41
Nuveen
North Carolina
$76.7M -$10M -205,537 -11%
Ameriprise
42
Ameriprise
Minnesota
$75.6M +$336K +6,904 +0.4%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$71.9M -$747K -15,323 -1%
Federated Hermes
44
Federated Hermes
Pennsylvania
$68.6M -$39.8M -815,597 -36%
MG
45
Markel Group
Virginia
$66.2M
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$63.7M -$8.25M -169,264 -11%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$58.7M -$2.24M -45,949 -4%
CS
48
Credit Suisse
Switzerland
$56.3M -$2.09M -42,796 -3%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$55.9M +$29.3M +601,038 +100%
Amundi
50
Amundi
France
$54.6M -$3.31M -67,853 -6%

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.