KKR & Co
713 hedge funds and large institutions have $20.2B invested in KKR & Co in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 238 increasing their positions, 250 reducing their positions, and 79 closing their positions.
8% more funds holding in top 10
Funds holding in top 10: 25 → 27 (+2)
4% less capital invested
Capital invested by funds: $21.1B → $20.2B (-$928M)
5% less repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 250
3% less funds holding
Funds holding: 736 → 713 (-23)
18% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 79
22.26% less ownership
Funds ownership: 77.09% → 54.83% (-22%)
27% less call options, than puts
Call options by funds: $105M | Put options by funds: $144M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$433M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$192M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$167M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
+$161M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$790M |
| 2 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$108M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$50.5M |
| 4 |
Millennium Management
New York
|
-$47.2M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$46.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
COCM
776
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | -$18K | -385 | Closed |
|
|
CCM
777
Chilton Capital Management
Houston,
Texas
| – | -$14K | -299 | Closed |
|
|
SSC
778
Syverson Strege & Co
West Des Moines,
Iowa
| – | -$13K | -289 | Closed |
|
|
CWM
779
Curi Wealth Management
Raleigh,
North Carolina
| – | -$7K | -157 | Closed |
|
|
HS
780
Horan Securities
Cincinnati,
United States
| – | -$7K | -135 | Closed |
|
|
ECG
781
Edge Capital Group
Atlanta,
Georgia
| – | -$3K | -71 | Closed |
|
|
HDIM
782
Hanson & Doremus Investment Management
Burlington,
Vermont
| – | -$2K | -45 | Closed |
|
783
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$2K | -33 | Closed |
|
|
SSG
784
Summit Securities Group
New York
| – | +$51 | +1 | New |
|
|
WFA
785
Wipfli Financial Advisors
Milwaukee,
Wisconsin
| – | +$51 | +1 | New |
|
|
DWA
786
Delos Wealth Advisors
Dallas,
Texas
| – | +$152 | +3 | New |
|
KKR Hedge Fund Activity: Q3 2022 in Review
713 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2022, worth a combined $20.2B — down 4.4% from $21.1B a quarter earlier.
Sellers outnumbered buyers: 79 funds closed out of KKR and 65 opened new positions — a net loss of 14 holders — while 250 trimmed existing stakes and 238 added.
The largest buyer was Harris Associates, adding an estimated $433M. The largest seller was T. Rowe Price Associates, cutting an estimated $790M.
- 713 institutional investors held KKR & Co (KKR) as of Q3 2022, down from 736 in Q2 2022.
- Funds reported $20.2B of KKR & Co stock for Q3 2022, down 4.4% quarter-over-quarter.
- 65 funds opened new KKR & Co positions in Q3 2022 and 79 closed out, a net change of -14 holders.
- The largest KKR & Co buyer in Q3 2022 was Harris Associates, an estimated $433M added.
- The largest KKR & Co seller in Q3 2022 was T. Rowe Price Associates, an estimated $790M sold.
Based on aggregated 13F filings for Q3 2022.