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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
AFA
526
Arlington Financial Advisors
California
$272K
TCA
527
Transcend Capital Advisors
New Jersey
$270K
RFC
528
Regions Financial Corp
Alabama
$264K -$678K -13,914 -71%
IAIM
529
International Assets Investment Management
Florida
$261K +$274K +5,628 New
MGP
530
Metis Global Partners
California
$261K +$21.3K +438 +8%
GLA
531
Good Life Advisors
Pennsylvania
$258K
SAG
532
SageView Advisory Group
California
$256K +$269K +5,509 New
DCM
533
Driehaus Capital Management
Illinois
$255K +$9.65K +198 +4%
AT
534
American Trust
Kentucky
$255K +$3.65K +75 +1%
SW
535
SteelPeak Wealth
California
$253K +$244 +5 +0.1%
OAM
536
Oppenheimer Asset Management
New York
$252K -$1.93M -39,625 -88%
FHA
537
First Horizon Advisors
Tennessee
$251K +$11K +225 +4%
DACS
538
Dymon Asia Capital (Singapore)
Singapore
$251K +$263K +5,400 New
HCM
539
Hodges Capital Management
Texas
$250K +$536 +11 +0.2%
Comerica Bank
540
Comerica Bank
Texas
$247K +$225K +4,609 New
PWM
541
PRW Wealth Management
Massachusetts
$246K -$5.46K -112 -2%
FTDI
542
First Trust Direct Indexing
Massachusetts
$245K +$439 +9 +0.2%
MFS
543
Mirabella Financial Services
United Kingdom
$244K +$257K +5,264 New
ETH
544
Exos TFP Holdings
New York
$239K -$91.3K -1,874 -27%
KIA
545
KCM Investment Advisors
California
$237K +$682 +14 +0.3%
EIA
546
Edgemoor Investment Advisors
Maryland
$237K -$19.5K -400 -7%
HKAM
547
Horizon Kinetics Asset Management
New York
$235K
VFA
548
Valeo Financial Advisors
Indiana
$234K +$245K +5,037 New
CPA
549
Capital Planning Advisors
California
$231K -$23.7K -487 -9%
VPIM
550
Vanguard Personalized Indexing Management
California
$231K -$60.1K -1,233 -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.