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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
RFA
551
Register Financial Advisors
Georgia
$230K +$241K +4,950 New
9WM
552
9258 Wealth Management
Ohio
$229K -$390 -8 -0.2%
SP
553
Symmetry Partners
Connecticut
$228K
FPAS
554
Focus Partners Advisor Solutions
Missouri
$226K +$237K +4,865 New
CB
555
Cadence Bank
Mississippi
$224K -$67.2K -1,379 -22%
TW
556
TrinityPoint Wealth
Connecticut
$224K +$1.46K +30 +0.6%
EAM
557
Eschler Asset Management
United Kingdom
$224K
HWM
558
HB Wealth Management
Georgia
$224K +$235K +4,815 New
DSC
559
Duncker Streett & Co
Missouri
$223K -$18.3K -375 -7%
IC
560
IEQ Capital
California
$223K -$63.4K -1,301 -21%
AWA
561
Arkadios Wealth Advisors
Georgia
$222K +$146 +3 +0.1%
FBT
562
First Bank & Trust
South Dakota
$221K +$232K +4,761 New
FCCM
563
First City Capital Management
Georgia
$221K +$195 +4 +0.1%
ACP
564
Aviance Capital Partners
Florida
$219K
AFS
565
Aft Forsyth & Sober
Florida
$218K
Nisa Investment Advisors
566
Nisa Investment Advisors
Missouri
$216K
S
567
Seeyond
France
$214K -$536 -11 -0.2%
Wealthfront Advisers
568
Wealthfront Advisers
California
$214K +$224K +4,604 New
CLOS
569
Compagnie Lombard Odier SCmA
Switzerland
$213K +$47.3K +971 +27%
PFS
570
Prospera Financial Services
Texas
$210K +$221K +4,534 New
FFM
571
Forum Financial Management
Illinois
$210K +$220K +4,519 New
RFN
572
RDA Financial Network
Iowa
$210K +$220K +4,515 New
SDWMA
573
Schneider Downs Wealth Management Advisors
Pennsylvania
$209K +$219K +4,500 New
KCPG
574
Kavar Capital Partners Group
Kansas
$209K +$219K +4,496 New
HNB
575
Huntington National Bank
Ohio
$205K

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.