We are live on ! Find out more
KKR icon

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
GFL
601
Granite FO LLC
New Hampshire
$104K +$97.5K +2,000 New
MWC
602
MBM Wealth Consultants
Missouri
$101K +$23.4K +480 +28%
CWP
603
Concord Wealth Partners
Virginia
$96.5K +$101K +2,078 New
BAAM
604
Baker Avenue Asset Management
California
$95.3K +$100K +2,054 New
WSCM
605
Wellington Shields Capital Management
New York
$92.8K
BFEC
606
Benjamin F. Edwards & Company
Missouri
$91K
ST
607
Smithfield Trust
Pennsylvania
$90K
AA
608
Alta Advisers
United Kingdom
$88K
ACA
609
Atlas Capital Advisors
Wyoming
$81.2K
BWL
610
Bogart Wealth LLC
Virginia
$81K
Fifth Third Bancorp
611
Fifth Third Bancorp
Ohio
$80.2K -$49.7K -1,020 -37%
AF
612
Arrow Financial
New York
$78K
TVWM
613
Tower View Wealth Management
Wisconsin
$75K +$195 +4 +0.2%
CSPIA
614
Cary Street Partners Investment Advisory
Virginia
$74K +$77.7K +1,594 New
HI
615
Hoey Investments
Pennsylvania
$72.8K
PAM
616
Paradigm Asset Management
New York
$69.8K -$707K -14,500 -91%
ZB
617
Zions Bancorporation
Utah
$69.4K +$72.8K +1,494 New
HCM
618
Hollencrest Capital Management
California
$63.1K +$66.3K +1,360 New
AS
619
AM Squared
Hong Kong
$60.3K +$63.4K +1,300 New
CCA
620
Column Capital Advisors
Indiana
$57.6K +$28.8K +590 +91%
Dimensional Fund Advisors
621
Dimensional Fund Advisors
Texas
$56.1K -$7.02M -144,134 -11%
PCTC
622
Perkins Coie Trust Company
Washington
$55.4K
WTC
623
WhitTier Trust Company
Nevada
$51.1K
PFBT
624
Parkside Financial Bank & Trust
Missouri
$49.2K +$29K +594 +127%
AF
625
Affiance Financial
Minnesota
$46.6K +$48.9K +1,003 New

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.