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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
LC
651
Lindbrook Capital
California
$22.7K +$18.7K +384 +369%
HBW
652
Hazlett, Burt & Watson
West Virginia
$22K +$12.2K +250 +125%
CFGS
653
Concourse Financial Group Securities
Alabama
$21.1K
SWA
654
SOA Wealth Advisors
New York
$21K +$49 +1 +0.2%
FWM
655
Focused Wealth Management
New York
$20.8K +$49 +1 +0.2%
RAM
656
Riggs Asset Management
Pennsylvania
$19.4K
GTCM
657
Gyon Technologies Capital Management
New Jersey
$17.7K +$18.6K +382 New
C
658
Covestor
United Kingdom
$17K -$67.4K -1,383 -79%
PB
659
Pinnacle Bancorp
Nebraska
$17K
HPC
660
HM Payson & Co
Maine
$16.3K -$2.24K -46 -12%
BCM
661
Blume Capital Management
California
$16.2K +$17.1K +350 New
MWM
662
MinichMacGregor Wealth Management
New York
$15.6K +$16.4K +336 New
MPWT
663
MassMutual Private Wealth & Trust
Connecticut
$15K -$11.9K -245 -44%
ANBT
664
American National Bank & Trust
Texas
$15K +$15.6K +321 New
EWM
665
Endurance Wealth Management
Rhode Island
$14K
PA
666
PSI Advisors
Florida
$13.2K
RTC
667
Riverview Trust Company
Washington
$13K -$37.7K -773 -74%
RFG
668
RFP Financial Group
Georgia
$11.8K +$12.4K +255 New
PI
669
PineBridge Investments
New York
$11.8K
QL
670
Quarry LP
New York
$11.7K +$12.2K +251 New
CFD
671
Creative Financial Designs
Indiana
$9.55K +$49 +1 +0.5%
FWA
672
Freedom Wealth Alliance
Wisconsin
$9.28K +$9.75K +200 New
CAC
673
Core Alternative Capital
Georgia
$9.25K -$19.8K -406 -67%
WB
674
Webster Bank
Connecticut
$9K
AF
675
Advisornet Financial
Minnesota
$8.82K +$2.88K +59 +45%

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.