We are live on ! Find out more
KKR icon

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
GWSG
776
GPS Wealth Strategies Group
Colorado
-$86K -1,993 Closed
PFA
777
Professional Financial Advisors
Nebraska
-$65K -1,520 Closed
WTA
778
Washington Trust Advisors
Massachusetts
-$46K -1,074 Closed
SWM
779
Selective Wealth Management
Virginia
-$43K -1,000 Closed
HR
780
Howe & Rusling
New York
-$36K -843 Closed
Bank Julius Baer & Co
781
Bank Julius Baer & Co
Switzerland
-$26K -610 Closed
M1FG
782
Mach-1 Financial Group
Arkansas
-$23K -535 Closed
HCM
783
Highlander Capital Management
New Jersey
-$22K -500 Closed
PVH
784
Psagot Value Holdings
Israel
-$18K -407 Closed
CT
785
Cambridge Trust
Massachusetts
-$13K -300 Closed
DA
786
Denali Advisors
California
-$13K -300 Closed
MA
787
MUFG Americas
New York
-$9K -215 Closed
WWM
788
Wolff Wiese Magana
California
-$9K -215 Closed
APW
789
Axim Planning & Wealth
Ohio
-$7K -174 Closed
DFCM
790
Dark Forest Capital Management
Puerto Rico
-$5K -120 Closed
AIP
791
Almanack Investment Partners
Pennsylvania
-$4K -92 Closed
SSB
792
Sandy Spring Bank
Maryland
-$3K -80 Closed
MAM
793
Meeder Asset Management
Ohio
-$3K -77 Closed
HGERS
794
Householder Group Estate & Retirement Specialist
Arizona
-$3K -75 Closed
OCM
795
Osterweis Capital Management
California
-$3K -59 Closed
OPW
796
Oxler Private Wealth
New York
-$1.09K -25 Closed
AWM
797
Abound Wealth Management
Tennessee
-$193 -4 Closed
SFG
798
Steward Financial Group
Texas
+$829 +17 New

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.