We are live on ! Find out more
KKR icon

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
CCM
651
CTC Capital Management
Illinois
$216K +$233K +3,700 New
MOS
652
MGO One Seven
Ohio
$215K -$78.7K -1,250 -25%
TC
653
TAGStone Capital
North Carolina
$215K +$629 +10 +0.3%
XF
654
XML Financial
Maryland
$214K +$230K +3,656 New
Assenagon Asset Management
655
Assenagon Asset Management
Luxembourg
$211K -$3.93M -62,419 -95%
PA
656
Profund Advisors
Maryland
$211K -$30K -476 -12%
LA
657
Legacy Advisors
Pennsylvania
$210K +$226K +3,585 New
PFS
658
Prospera Financial Services
Texas
$209K -$32K -509 -12%
SFA
659
Sequoia Financial Advisors
Ohio
$209K +$225K +3,570 New
SS
660
Sunbelt Securities
Texas
$208K -$69.2K -1,100 -24%
GWM
661
Gitterman Wealth Management
New Jersey
$208K +$224K +3,551 New
CP
662
Cumberland Partners
Ontario, Canada
$204K +$220K +3,500 New
SWP
663
Stratos Wealth Partners
Ohio
$203K -$548K -8,709 -71%
Macquarie Group
664
Macquarie Group
Australia
$202K +$19.9M +316,258 +10%
WPWM
665
Western Pacific Wealth Management
Illinois
$195K
NFSG
666
Newbridge Financial Services Group
Florida
$194K -$12.4K -197 -6%
CHA
667
Carmichael Hill & Associates
Maryland
$193K -$5.73K -91 -3%
Carson Wealth (CWM LLC)
668
Carson Wealth (CWM LLC)
Nebraska
$186K +$24.2K +385 +14%
CNBTD
669
Citizens National Bank Trust Department
Mississippi
$181K
FA
670
Fortis Advisors
Pennsylvania
$175K
MA
671
MUFG Americas
New York
$169K
HCP
672
Hexagon Capital Partners
Arkansas
$167K -$11.5K -182 -6%
SAS
673
Stelac Advisory Services
New York
$161K
PCM
674
Penserra Capital Management
California
$155K +$9.82K +156 +6%
TFM
675
TFC Financial Management
Massachusetts
$149K

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.