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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
SAM
476
Sawgrass Asset Management
Florida
$406K
SSW
477
Smith Shellnut Wilson
Mississippi
$395K
MGWM
478
Marks Group Wealth Management
Minnesota
$391K +$1.8K +37 +0.4%
CG
479
Cutler Group
California
$390K +$353K +7,248 +625%
ASN
480
Advisory Services Network
Georgia
$387K +$2.88K +59 +0.7%
O
481
Ossiam
France
$387K +$184K +3,769 +83%
CCM
482
Corsair Capital Management
New York
$381K -$926 -19 -0.2%
DZ Bank
483
DZ Bank
Germany
$381K -$1.38M -28,215 -77%
TRCT
484
Tower Research Capital (TRC)
New York
$380K +$297K +6,093 +291%
BCV
485
Banque Cantonale Vaudoise
Switzerland
$376K
Cerity Partners
486
Cerity Partners
New York
$376K +$389K +7,975 New
FWP
487
Firethorn Wealth Partners
Georgia
$372K -$1.71K -35 -0.4%
CCM
488
Coldstream Capital Management
Washington
$370K +$389K +7,980 New
PAG
489
Private Advisor Group
New Jersey
$366K +$38.8K +797 +2%
SRC
490
Sage Rhino Capital
California
$366K -$49 -1 -0%
Acadian Asset Management
491
Acadian Asset Management
Massachusetts
$349K +$85.4K +1,752 +30%
GC
492
Guggenheim Capital
Illinois
$347K -$188K -3,851 -34%
VWA
493
Visionary Wealth Advisors
Illinois
$346K +$14.4K +295 +4%
II
494
Inspire Investing
Idaho
$344K -$243K -4,995 -40%
MSAM
495
Moloney Securities Asset Management
Missouri
$332K +$49 +1 +0%
OWP
496
Obermeyer Wealth Partners
Colorado
$329K
RIM
497
Regent Investment Management
Kentucky
$325K
PAI
498
Pittenger & Anderson Inc
Nebraska
$320K +$48.7K +1,000 +17%
DI
499
Diligent Investors
California
$320K -$14.6K -299 -4%
ONB
500
Old National Bancorp
Indiana
$319K -$82.4K -1,690 -20%

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.