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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
PMFA
676
Plante Moran Financial Advisors
Michigan
$8.73K +$9.16K +188 New
PFA
677
Pathway Financial Advisers
Indiana
$8.49K +$8.92K +183 New
GWS
678
Glassman Wealth Services
Virginia
$8.17K +$1.46K +30 +21%
SIC
679
Salem Investment Counselors
North Carolina
$8.12K +$8.53K +175 New
Kayne Anderson Rudnick Investment Management
680
Kayne Anderson Rudnick Investment Management
California
$7.98K
AAG
681
Armstrong Advisory Group
Massachusetts
$6.96K +$7.31K +150 New
AWM
682
Atticus Wealth Management
Florida
$6.17K
ICM
683
Islay Capital Management
Texas
$5.82K
CTC
684
Central Trust Company
Missouri
$5.57K
FFA
685
Farther Finance Advisors
California
$5.38K +$5.65K +116 New
HWMA
686
Heritage Wealth Management (Arizona)
Arizona
$5.29K +$4.43K +91 +396%
MTIC
687
Missouri Trust & Investment Company
Missouri
$5K
Jones Financial Companies
688
Jones Financial Companies
Missouri
$5K +$5.61K +115 New
BHWM
689
Beaird Harris Wealth Management
Texas
$4.97K +$5.21K +107 New
WT
690
Washington Trust
Rhode Island
$4.74K -$12.8K -263 -72%
CS
691
Comerica Securities
Michigan
$4.74K +$4.97K +102 New
GEA
692
Glen Eagle Advisors
New Jersey
$4.64K
MIM
693
Macroview Investment Management
Maryland
$4.14K
JWA
694
JFS Wealth Advisors
Pennsylvania
$3.99K +$682 +14 +19%
ETC
695
Exchange Traded Concepts
Oklahoma
$3.81K +$682 +14 +21%
AIP
696
Ameritas Investment Partners
Nebraska
$3.71K
NC
697
NewSquare Capital
Pennsylvania
$3.71K +$3.9K +80 New
CT
698
Colonial Trust
South Carolina
$3.65K +$3.8K +78 New
BAM
699
Bellevue Asset Management
Washington
$3.49K
HI
700
Harbour Investments
Wisconsin
$3.3K

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.