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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
TD Asset Management
51
TD Asset Management
Ontario, Canada
$52.5M -$1.47M -30,097 -3%
Lord, Abbett & Co
52
Lord, Abbett & Co
New Jersey
$51.7M -$51.3M -1,051,742 -49%
Alkeon Capital Management
53
Alkeon Capital Management
New York
$50.9M -$8.23M -168,796 -13%
RRAM
54
River Road Asset Management
Kentucky
$50.5M +$6.81M +139,778 +15%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$50.1M -$64.3M -1,320,024 -55%
EIP
56
Epoch Investment Partners
New York
$50M -$31.8M -653,350 -38%
ClearBridge Investments
57
ClearBridge Investments
New York
$47.8M +$4.87K +100 +0%
RJA
58
Raymond James & Associates
Florida
$46.9M -$4.13M -84,660 -8%
LCP
59
LGT Capital Partners
Switzerland
$46.9M +$1.49M +30,500 +3%
DAM
60
Davis Asset Management
California
$46.4M
ZIG
61
Zurich Insurance Group
Switzerland
$45.8M +$5.28M +108,308 +12%
AI
62
Ariel Investments
Illinois
$45.6M -$119M -2,431,601 -71%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$43.8M +$537K +11,023 +1%
Holocene Advisors
64
Holocene Advisors
New York
$43.4M -$19.7M -404,879 -30%
Barclays
65
Barclays
United Kingdom
$42.8M +$5.03M +103,265 +13%
BTCPP
66
Border to Coast Pensions Partnership
United Kingdom
$42.6M -$4.87M -100,000 -10%
HWCM
67
Hudson Way Capital Management
Texas
$41.7M -$7.8M -160,000 -15%
GF
68
Gabelli Funds
New York
$40.3M -$92.6K -1,900 -0.2%
TC
69
TwinBeech Capital
New York
$39.7M +$30.1M +618,108 +260%
PGH
70
Partners Group Holding
Switzerland
$36.7M -$3.36M -68,971 -8%
National Pension Service
71
National Pension Service
South Korea
$36.1M +$648K +13,292 +2%
EG
72
Enstar Group
Bermuda
$34M
Mariner
73
Mariner
Kansas
$33.8M -$19.3K -397 -0.1%
UBS Group
74
UBS Group
Switzerland
$33.3M +$3.7M +75,898 +12%
SO
75
STRS Ohio
Ohio
$31.8M -$9.91M -203,230 -23%

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.