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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
VVP
576
Venture Visionary Partners
Ohio
$202K +$213K +4,361 New
IUHSA
577
Itau Unibanco Holding S.A.
Brazil
$198K +$16.8K +345 +9%
LSA
578
Leonteq Securities AG
Switzerland
$197K
RFA
579
Resurgent Financial Advisors
Georgia
$185K +$194K +3,978 New
Walleye Trading
580
Walleye Trading
New York
$183K +$192K +3,943 New
OA
581
Operose Advisors
Wisconsin
$182K -$52.4K -1,075 -22%
PCOC
582
Power Corp of Canada
Canada
$171K
CNBTD
583
Citizens National Bank Trust Department
Mississippi
$165K
S
584
SignatureFD
Georgia
$158K +$114K +2,331 +218%
CHA
585
Carmichael Hill & Associates
Maryland
$155K +$487 +10 +0.3%
NFSG
586
Newbridge Financial Services Group
Florida
$154K +$146 +3 +0.1%
WPWM
587
Western Pacific Wealth Management
Illinois
$149K +$47.3K +970 +43%
AAP
588
Arax Advisory Partners
Colorado
$147K -$54.4K -1,116 -26%
NA
589
NewEdge Advisors
Louisiana
$144K -$543K -11,143 -59%
MHR
590
Matthew Hamilton Rosenberg
$142K
Bessemer Group
591
Bessemer Group
New Jersey
$141K +$34K +698 +30%
USCWA
592
U.S. Capital Wealth Advisors
Texas
$140K +$148K +3,027 New
FA
593
Fortis Advisors
Pennsylvania
$139K
WSC
594
Wellington Shields & Co
New York
$139K
TWM
595
Tradition Wealth Management
Minnesota
$135K +$109K +2,231 +324%
HCP
596
Hexagon Capital Partners
Arkansas
$128K +$8.14K +167 +6%
MA
597
Montag & Associates
Georgia
$124K -$74.3K -1,525 -36%
TFM
598
TFC Financial Management
Massachusetts
$118K
WT
599
Whittier Trust
California
$115K -$54.5K -1,118 -31%
CA
600
Crewe Advisors
Utah
$109K -$3.22K -66 -3%

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.