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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
MWC
626
MBM Wealth Consultants
Missouri
$78K
MA
627
Montag & Associates
Georgia
$78K
AF
628
Arrow Financial
New York
$77K
TVWM
629
Tower View Wealth Management
Wisconsin
$74K
HI
630
Hoey Investments
Pennsylvania
$73K
PFA
631
Professional Financial Advisors
Nebraska
$70K -$766K -14,600 -91%
SIS
632
Sound Income Strategies
Florida
$60K +$7.87K +150 +13%
EC
633
Elequin Capital
New York
$58K +$7.19K +137 +12%
PCTC
634
Perkins Coie Trust Company
Washington
$55K -$23.1K -441 -27%
WTC
635
WhitTier Trust Company
Nevada
$51K
WTA
636
Washington Trust Advisors
Massachusetts
$49K +$2.05K +39 +4%
M1FG
637
Mach-1 Financial Group
Arkansas
$49K +$55.6K +1,060 New
PFGIA
638
Patriot Financial Group Insurance Agency
Massachusetts
$48K -$24.4K -466 -31%
CG
639
Cutler Group
California
$47K -$1M -19,107 -95%
M
640
MOTCO
Texas
$46K
SWM
641
Selective Wealth Management
Virginia
$46K
TCOV
642
Trust Company of Vermont
Vermont
$46K +$52.5K +1,000 New
TFGT
643
TS Financial Group (TSFG)
Illinois
$45K -$10.5K -200 -17%
PTC
644
Private Trust Company
Ohio
$45K +$51.2K +975 New
Bank of Montreal
645
Bank of Montreal
Ontario, Canada
$44.8K -$2.35M -44,827 -5%
S
646
SignatureFD
Georgia
$44K +$20K +382 +67%
SIA
647
SkyView Investment Advisors
New Jersey
$43K +$49.3K +939 New
KTC
648
Kistler-Tiffany Companies
Pennsylvania
$42K
TCWM
649
Total Clarity Wealth Management
Illinois
$42K +$47.2K +900 New
CH
650
Canton Hathaway
Rhode Island
$37K

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.