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KKR & Co

736 hedge funds and large institutions have $21.1B invested in KKR & Co in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 271 increasing their positions, 251 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.73% more ownership

Funds ownership: 75.37%77.09% (+1.7%)

8% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 251

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

7% less funds holding

Funds holding: 789736 (-53)

18% less capital invested

Capital invested by funds: $25.9B → $21.1B (-$4.77B)

22% less call options, than puts

Call options by funds: $157M | Put options by funds: $200M

36% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 111

Holders
736
Holders Change
-53
Holders Change %
-6.72%
% of All Funds
12.4%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.42%
New
71
Increased
271
Reduced
251
Closed
111
Calls
$157M
Puts
$200M
Net Calls
-$43.8M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
576
TrinityPoint Wealth
Connecticut
$221K
FCCM
577
First City Capital Management
Georgia
$220K
PAI
578
Pittenger & Anderson Inc
Nebraska
$220K +$249K +4,750 New
UWM
579
Urban Wealth Management
California
$219K +$248K +4,735 New
AFS
580
Aft Forsyth & Sober
Florida
$218K
ACP
581
Aviance Capital Partners
Florida
$218K
OMC
582
Overbrook Management Corp
New York
$218K
LSA
583
Leonteq Securities AG
Switzerland
$216K +$3.99K +76 +2%
LA
584
Legacy Advisors
Pennsylvania
$216K +$56.3K +1,074 +30%
RFN
585
RDA Financial Network
Iowa
$214K -$5.19K -99 -2%
ACI
586
Alpha Cubed Investments
California
$210K +$9.97K +190 +4%
CBN
587
Cadence Bank NA
Texas
$209K +$237K +4,518 New
RCM
588
RNC Capital Management
California
$208K
FFM
589
Forum Financial Management
Illinois
$208K +$235K +4,487 New
GPFA
590
Game Plan Financial Advisors
Ohio
$207K -$36.7K -700 -13%
SFA
591
Sequoia Financial Advisors
Ohio
$205K +$45.3K +864 +24%
FBT
592
First Bank & Trust
South Dakota
$204K +$30.9K +589 +15%
Lido Advisors
593
Lido Advisors
California
$203K +$14.6K +279 +7%
AAP
594
Arax Advisory Partners
Colorado
$201K -$12.4K -236 -5%
VVP
595
Venture Visionary Partners
Ohio
$184K
CNBTD
596
Citizens National Bank Trust Department
Mississippi
$165K
FF
597
FourThought Financial
Florida
$160K +$51.2K +975 +39%
HFM
598
Harvest Fund Management
China
$159K -$105K -2,005 -37%
SWM
599
Scissortail Wealth Management
Oklahoma
$158K +$111K +2,124 New
EDRH
600
Edmond de Rothschild Holding
Switzerland
$157K +$178K +3,400 New

KKR Hedge Fund Activity: Q2 2022 in Review

736 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q2 2022, worth a combined $21.1B — down 18% from $25.9B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of KKR and 71 opened new positions — a net loss of 40 holders — while 251 trimmed existing stakes and 271 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $533M. The largest seller was BlackRock, cutting an estimated $265M.

  • 736 institutional investors held KKR & Co (KKR) as of Q2 2022, down from 789 in Q1 2022.
  • Funds reported $21.1B of KKR & Co stock for Q2 2022, down 18% quarter-over-quarter.
  • 71 funds opened new KKR & Co positions in Q2 2022 and 111 closed out, a net change of -40 holders.
  • The largest KKR & Co buyer in Q2 2022 was Manulife (Manufacturers Life Insurance), an estimated $533M added.
  • The largest KKR & Co seller in Q2 2022 was BlackRock, an estimated $265M sold.

Based on aggregated 13F filings for Q2 2022.