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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
PWM
576
PRW Wealth Management
Massachusetts
$316K +$340K +5,400 New
SG Americas Securities
577
SG Americas Securities
New York
$315K -$809K -12,847 -70%
BTW
578
Boston Trust Walden
Massachusetts
$313K +$337K +5,350 New
KA
579
Kovack Advisors
Florida
$312K +$58.1K +923 +21%
GT
580
Glenview Trust
Kentucky
$311K
WSC
581
Wellington Shields & Co
New York
$310K
NERM
582
New England Research & Management
Illinois
$307K -$22K -350 -6%
HNB
583
Huntington National Bank
Ohio
$307K -$126 -2 -0%
WJWM
584
Williams Jones Wealth Management
New York
$307K -$63 -1 -0%
GPFA
585
Game Plan Financial Advisors
Ohio
$304K -$7.87K -125 -2%
DSC
586
Duncker Streett & Co
Missouri
$303K -$62.9K -1,000 -16%
FTDI
587
First Trust Direct Indexing
Massachusetts
$303K +$1.95K +31 +0.6%
HKAM
588
Horizon Kinetics Asset Management
New York
$296K
SOW
589
State of Wyoming
Wyoming
$294K -$11.6K -184 -4%
SWA
590
Stratos Wealth Advisors
Ohio
$293K -$10.4K -165 -3%
ACP
591
Ashfield Capital Partners
California
$293K
RCM
592
Regency Capital Management
Hawaii
$292K -$62.9K -1,000 -17%
OA
593
Operose Advisors
Wisconsin
$292K
ST
594
Sentinel Trust
Texas
$292K +$315K +5,000 New
S
595
Seeyond
France
$291K -$175K -2,778 -36%
DILIC
596
Dai-ichi Life Insurance Company
Japan
$291K
KIA
597
KCM Investment Advisors
California
$291K +$11.2K +178 +4%
CCIA
598
Campbell & Co Investment Adviser
Maryland
$291K +$314K +4,982 New
FMAEN1
599
Fund Management at Engine No 1
California
$289K +$312K +4,950 New
SP
600
Symmetry Partners
Connecticut
$287K

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.