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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
AWA
601
Arkadios Wealth Advisors
Georgia
$286K +$62.3K +989 +25%
AMC
602
Asset Management Corp
Illinois
$282K +$378 +6 +0.1%
LWM
603
Laidlaw Wealth Management
New York
$282K +$17.3K +275 +6%
PG
604
Patten Group
Tennessee
$281K +$629 +10 +0.2%
9WM
605
9258 Wealth Management
Ohio
$281K +$3.52K +56 +1%
TW
606
TrinityPoint Wealth
Connecticut
$280K
V
607
Veritable
Delaware
$279K -$3.65K -58 -1%
FCCM
608
First City Capital Management
Georgia
$278K
RFN
609
RDA Financial Network
Iowa
$276K -$82.9K -1,317 -22%
OMC
610
Overbrook Management Corp
New York
$275K -$48K -762 -14%
AFS
611
Aft Forsyth & Sober
Florida
$275K
ACP
612
Aviance Capital Partners
Florida
$275K
BAS
613
Brown Advisory Securities
Maryland
$273K +$1.89K +30 +0.6%
LSA
614
Leonteq Securities AG
Switzerland
$269K +$60.2K +957 +26%
AAP
615
Arax Advisory Partners
Colorado
$268K -$20.6K -327 -7%
WP
616
WealthPLAN Partners
Nebraska
$268K +$7.24K +115 +2%
WIM
617
WealthPlan Investment Management
Nebraska
$268K +$331K +5,252 New
RCM
618
RNC Capital Management
California
$263K +$283K +4,500 New
ACI
619
Alpha Cubed Investments
California
$254K +$274K +4,350 New
ECM
620
Evergreen Capital Management
Washington
$253K -$3.97K -63 -1%
MFA
621
Mayflower Financial Advisors
Massachusetts
$253K +$22.5K +357 +9%
PTC
622
Philadelphia Trust Company
Pennsylvania
$253K +$272K +4,320 New
FMN
623
Financial Management Network
California
$251K +$62.9K +1,000 +31%
LFAS
624
Level Four Advisory Services
Texas
$250K +$32.5K +516 +14%
FFM
625
Forum Financial Management
Illinois
$249K

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.