We are live on ! Find out more
KKR icon

KKR & Co

789 hedge funds and large institutions have $25.9B invested in KKR & Co in 2022 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 302 increasing their positions, 254 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 254

0.84% less ownership

Funds ownership: 76.2%75.37% (-0.84%)

6% less funds holding

Funds holding: 838789 (-49)

21% less capital invested

Capital invested by funds: $32.9B → $25.9B (-$7.05B)

28% less funds holding in top 10

Funds holding in top 10: 3626 (-10)

31% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 126

49% less call options, than puts

Call options by funds: $156M | Put options by funds: $307M

Holders
789
Holders Change
-49
Holders Change %
-5.85%
% of All Funds
12.44%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.41%
New
87
Increased
302
Reduced
254
Closed
126
Calls
$156M
Puts
$307M
Net Calls
-$151M
Net Calls Change
-$73.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
476
Systematic Alpha Investments
New Jersey
$620K
FA
477
Fountainhead AM
New Jersey
$616K -$90.3K -1,434 -12%
BFA
478
Beaumont Financial Advisors
Massachusetts
$609K
PAM
479
Panagora Asset Management
Massachusetts
$604K -$28.9K -459 -4%
AAS
480
Ameritas Advisory Services
Nebraska
$601K +$209K +3,320 +48%
ZF
481
Zhang Financial
Michigan
$599K +$308K +4,893 +91%
Arrowstreet Capital
482
Arrowstreet Capital
Massachusetts
$598K +$644K +10,236 New
PMG
483
ProVise Management Group
Florida
$596K -$28.3K -450 -4%
CHAM
484
Clear Harbor Asset Management
Connecticut
$592K
SDWIA
485
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$592K +$63 +1 +0%
ASN
486
Advisory Services Network
Georgia
$587K +$143K +2,278 +29%
IIM
487
Intact Investment Management
Quebec, Canada
$585K +$75.5K +1,200 +14%
G
488
GenTrust
Florida
$585K +$629K +10,000 New
PFC
489
Phocas Financial Corp
California
$581K +$91.3K +1,450 +17%
KF
490
Krilogy Financial
Missouri
$575K -$107K -1,697 -15%
IFWM
491
Institute for Wealth Management
Colorado
$569K +$21.5K +342 +4%
YMRC
492
Yorktown Management & Research Company
Virginia
$567K
PSUF
493
People's United Financial
Connecticut
$549K -$85.7K -1,361 -13%
MCM
494
MAI Capital Management
Ohio
$549K -$1.26K -20 -0.2%
SSW
495
Smith Shellnut Wilson
Mississippi
$545K
DT
496
Diversified Trust
Tennessee
$541K +$18.9K +300 +3%
VPIM
497
Vanguard Personalized Indexing Management
California
$533K -$467K -7,425 -45%
CP
498
CenterBook Partners
Connecticut
$530K +$304K +4,829 +114%
RG
499
Rathbones Group
United Kingdom
$526K -$206K -3,275 -27%
EGA
500
E&G Advisors
Texas
$526K

KKR Hedge Fund Activity: Q1 2022 in Review

789 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q1 2022, worth a combined $25.9B — down 21% from $32.9B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of KKR and 87 opened new positions — a net loss of 39 holders — while 254 trimmed existing stakes and 302 added.

The largest buyer was Harris Associates, adding an estimated $148M. The largest seller was GQG Partners, exiting entirely with an estimated $784M sold.

  • 789 institutional investors held KKR & Co (KKR) as of Q1 2022, down from 838 in Q4 2021.
  • Funds reported $25.9B of KKR & Co stock for Q1 2022, down 21% quarter-over-quarter.
  • 87 funds opened new KKR & Co positions in Q1 2022 and 126 closed out, a net change of -39 holders.
  • The largest KKR & Co buyer in Q1 2022 was Harris Associates, an estimated $148M added.
  • The largest KKR & Co seller in Q1 2022 was GQG Partners, an estimated $784M sold.

Based on aggregated 13F filings for Q1 2022.