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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
GT
626
Glenmede Trust
Pennsylvania
$245K +$25.9K +411 +11%
SAM
627
Silvercrest Asset Management
New York
$245K +$90.7K +1,441 +53%
AWA
628
Arete Wealth Advisors
Illinois
$243K +$262K +4,160 New
SPC
629
Sigma Planning Corp
Michigan
$242K -$378K -6,009 -59%
CW
630
CreativeOne Wealth
Kansas
$242K -$83.4K -1,325 -24%
Lido Advisors
631
Lido Advisors
California
$240K +$259K +4,114 New
CFGS
632
Concourse Financial Group Securities
Alabama
$239K -$93.5K -1,486 -27%
HWM
633
HB Wealth Management
Georgia
$239K +$49.6K +788 +24%
FANJ
634
Financial Architects (New Jersey)
New Jersey
$238K -$25.7K -408 -9%
MA
635
MONECO Advisors
Connecticut
$237K
GAM
636
Gotham Asset Management
New York
$235K -$127K -2,015 -33%
FA
637
FDx Advisors
Illinois
$234K +$252K +4,000 New
VVP
638
Venture Visionary Partners
Ohio
$232K
BFM
639
Boothbay Fund Management
New York
$230K +$247K +3,928 New
TI
640
Tidal Investments
Wisconsin
$226K +$22.7K +360 +10%
AC
641
ASB Consultores
Florida
$224K -$21.3K -339 -8%
FBT
642
First Bank & Trust
South Dakota
$224K +$32.3K +513 +15%
MYIA
643
Mount Yale Investment Advisors
Colorado
$224K +$49.8K +791 +26%
GT
644
Greenleaf Trust
Michigan
$224K +$242K +3,839 New
AL
645
ADE LLC
Maryland
$222K
RFA
646
Resurgent Financial Advisors
Georgia
$222K +$7.55K +120 +3%
AP
647
Appleton Partners
Massachusetts
$218K -$6.29K -100 -3%
EWA
648
EP Wealth Advisors
California
$218K +$11.5K +183 +5%
5L
649
55I LLC
Massachusetts
$218K +$16.7K +266 +8%
LS
650
Livforsakringsbolaget Skandia
Sweden
$216K

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.