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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
CA
701
Clearstead Advisors
Ohio
$3.16K -$10.8K -222 -77%
FMP
702
Financial Management Professionals
Texas
$3K
CAL
703
Capital Advisors Ltd
Ohio
$3K +$439 +9 +15%
EARNEST Partners
704
EARNEST Partners
Georgia
$2.74K
MCC
705
Money Concepts Capital
Florida
$2.74K +$2.88K +59 New
Allspring Global Investments
706
Allspring Global Investments
North Carolina
$2.74K -$934K -19,156 -100%
BIA
707
Bell Investment Advisors
California
$2.13K
HFM
708
Harvest Fund Management
China
$2K
BTI
709
Blue Trust Inc
Georgia
$2K +$829 +17 +41%
PCM
710
Penserra Capital Management
California
$2K +$2.24K +46 New
CCM
711
Cribstone Capital Management
Maine
$1.86K
SWA
712
Sutton Wealth Advisors
Florida
$1.53K
SC
713
Schubert & Co
Texas
$1.44K +$49 +1 +3%
TWP
714
TFO Wealth Partners
Ohio
$1.43K +$1.32K +27 New
CP
715
Castleview Partners
Texas
$1.21K +$244 +5 +24%
RA
716
Rise Advisors
New York
$1.17K
IA
717
IFS Advisors
Kansas
$1.16K
IGWM
718
ICA Group Wealth Management
Colorado
$1.07K +$1.12K +23 New
FA
719
Fiduciary Alliance
South Carolina
$1.02K +$1.07K +22 New
PPC
720
Park Place Capital
Alabama
$1K +$1.51K +31 New
DI
721
Disciplined Investments
Oklahoma
$836 -$25.1K -514 -97%
FCA
722
FinTrust Capital Advisors
South Carolina
$767
CA
723
CoreCap Advisors
Michigan
$743 +$780 +16 New
FFC
724
First Financial Corp
Indiana
$742
IAA
725
Independent Advisor Alliance
North Carolina
$711 -$530K -10,881 -42%

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.