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
GWM
701
Geneos Wealth Management
Colorado
$64K
WTC
702
WhitTier Trust Company
Nevada
$64K
FWM
703
Focused Wealth Management
New York
$62K +$63 +1 +0.1%
WTA
704
Washington Trust Advisors
Massachusetts
$59K +$2.27K +36 +4%
SWM
705
Selective Wealth Management
Virginia
$58K
M
706
MOTCO
Texas
$58K +$62.9K +1,000 New
KTC
707
Kistler-Tiffany Companies
Pennsylvania
$53K
ACM
708
Aquatic Capital Management
Illinois
$53K +$56.7K +900 New
CH
709
Canton Hathaway
Rhode Island
$47K
CAM
710
CenterStar Asset Management
Illinois
$46K
MHR
711
Matthew Hamilton Rosenberg
$44K -$14.7K -233 -23%
CT
712
Cambridge Trust
Massachusetts
$42K +$25.8K +410 +137%
DA
713
Denali Advisors
California
$41K +$18.9K +300 +75%
HR
714
Howe & Rusling
New York
$38K
BFEC
715
Benjamin F. Edwards & Company
Missouri
$38K +$40.9K +650 New
Bank Julius Baer & Co
716
Bank Julius Baer & Co
Switzerland
$36K -$126 -2 -0.3%
AIM
717
Arcadia Investment Management
Michigan
$33K
S
718
SignatureFD
Georgia
$33K +$5.41K +86 +18%
CWC
719
Carolinas Wealth Consulting
North Carolina
$32K +$63 +1 +0.2%
IFAM
720
Institutional & Family Asset Management
Colorado
$31K +$126 +2 +0.4%
DI
721
Disciplined Investments
Oklahoma
$31K +$2.01K +32 +6%
TWM
722
Tradition Wealth Management
Minnesota
$30K
HA
723
Herold Advisors
New York
$29.2K +$31.5K +500 New
BWM
724
BerganKDV Wealth Management
Minnesota
$29K -$6.29K -100 -17%
HIIFS
725
Harel Insurance Investments & Financial Services
Israel
$29K -$1.95K -31 -6%

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.