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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
AA
726
Ancora Advisors
Ohio
$29K
SIC
727
SJS Investment Consulting
Ohio
$29K
TCM
728
Tradewinds Capital Management
Washington
$29K
TFS
729
TrustCore Financial Services
Tennessee
$29K
AF
730
Allworth Financial
California
$28K +$29.8K +473 New
SWA
731
SOA Wealth Advisors
New York
$26K
MPWT
732
MassMutual Private Wealth & Trust
Connecticut
$25K -$818 -13 -3%
RAM
733
Riggs Asset Management
Pennsylvania
$24K
PFBT
734
Parkside Financial Bank & Trust
Missouri
$24K +$19.8K +315 +342%
CAL
735
Capital Analysts LLC
Pennsylvania
$23K -$85.1K -1,352 -77%
COCM
736
Charter Oak Capital Management
New Hampshire
$23K
PB
737
Pinnacle Bancorp
Nebraska
$22K
WT
738
Washington Trust
Rhode Island
$22K +$692 +11 +3%
EARNEST Partners
739
EARNEST Partners
Georgia
$21K
LS
740
Leelyn Smith
Illinois
$20K +$21.1K +335 New
C
741
Covestor
United Kingdom
$19K +$18.2K +289 +850%
EWM
742
Endurance Wealth Management
Rhode Island
$18K
RTC
743
Riverview Trust Company
Washington
$18K +$19.6K +312 New
PA
744
PSI Advisors
Florida
$17K
HPC
745
HM Payson & Co
Maine
$17K +$2.9K +46 +18%
CAC
746
Core Alternative Capital
Georgia
$13K +$11.7K +186 +641%
WB
747
Webster Bank
Connecticut
$12K
CFD
748
Creative Financial Designs
Indiana
$12K +$63 +1 +0.5%
WT
749
Whittier Trust
California
$11K
IA
750
IndexIQ Advisors
New York
$11K +$11.4K +181 New

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.