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
AWM
626
Accurate Wealth Management
Florida
$46.5K +$45.2K +928 New
DAM
627
Delta Asset Management
Tennessee
$46.5K +$48.8K +1,001 New
M
628
MOTCO
Texas
$46.4K
TCOV
629
Trust Company of Vermont
Vermont
$46.4K
SIS
630
Sound Income Strategies
Florida
$45.5K
TFGT
631
TS Financial Group (TSFG)
Illinois
$45K
PTC
632
Private Trust Company
Ohio
$44K -$1.46K -30 -3%
SIA
633
SkyView Investment Advisors
New Jersey
$44K +$3.41K +70 +8%
KTC
634
Kistler-Tiffany Companies
Pennsylvania
$42.2K
CH
635
Canton Hathaway
Rhode Island
$37K
SIC
636
SJS Investment Consulting
Ohio
$33.4K +$10.5K +216 +43%
QCG
637
Quadrant Capital Group
Ohio
$33.1K +$25.8K +529 +286%
CWC
638
Carolinas Wealth Consulting
North Carolina
$28.2K +$49 +1 +0.2%
LS
639
Livforsakringsbolaget Skandia
Sweden
$27.8K
AIM
640
Arcadia Investment Management
Michigan
$26.4K
BBHC
641
Brown Brothers Harriman & Co
New York
$25.5K -$4.14K -85 -13%
IFAM
642
Institutional & Family Asset Management
Colorado
$25.1K +$97 +2 +0.4%
CFO
643
CVA Family Office
Colorado
$24.8K -$2.19K -45 -8%
AF
644
Allworth Financial
California
$24.7K +$26K +533 New
DMBA
645
Deseret Mutual Benefit Administrators
Utah
$24.6K -$4.73K -97 -15%
AP
646
Arlington Partners
Alabama
$24.6K
BWM
647
BerganKDV Wealth Management
Minnesota
$23.8K +$585 +12 +2%
TFS
648
TrustCore Financial Services
Tennessee
$23.2K
AA
649
Ancora Advisors
Ohio
$23K
HIIFS
650
Harel Insurance Investments & Financial Services
Israel
$23K

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.