We are live on ! Find out more
KKR icon

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
XT
876
XTX Topco
Cayman Islands
-$212K -2,850 Closed
KFGK
877
Keystone Financial Group (Kentucky)
Kentucky
-$210K -2,823 Closed
DY
878
Dowling & Yahnke
California
-$209K -2,800 Closed
CA
879
Cetera Advisors
Colorado
-$207K -2,772 Closed
BC
880
Bridgefront Capital
Texas
-$206K -2,768 Closed
AWS
881
AJ Wealth Strategies
New York
-$205K -2,758 Closed
RIA
882
Realta Investment Advisors
Delaware
-$205K -2,756 Closed
MCWA
883
Meadow Creek Wealth Advisors
Georgia
-$202K -2,714 Closed
EWM
884
Evercore Wealth Management
New York
-$200K -2,681 Closed
EBA
885
Eagle Bay Advisors
New York
-$171K -2,300 Closed
SWM
886
Scissortail Wealth Management
Oklahoma
-$158K -2,124 Closed
EWM
887
Edge Wealth Management
New York
-$142K -1,900 Closed
CT
888
Caldwell Trust
Florida
-$114K -1,536 Closed
CF
889
Centaurus Financial
California
-$101K -1,357 Closed
PMFA
890
Plante Moran Financial Advisors
Michigan
-$82K -1,107 Closed
SFM
891
Signet Financial Management
New Jersey
-$79K -1,059 Closed
DAM
892
Delta Asset Management
Tennessee
-$75K -1,006 Closed
Nomura Holdings
893
Nomura Holdings
Japan
-$75K -1,001 Closed
SC
894
Settian Capital
New York
-$75K -1,000 Closed
TCOV
895
Trust Company of Vermont
Vermont
-$75K -1,000 Closed
Pacer Advisors
896
Pacer Advisors
Pennsylvania
-$63K -845 Closed
AIM
897
Anchor Investment Management
South Carolina
-$37.3K -500 Closed
AIM
898
AHL Investment Management
Florida
-$35K -470 Closed
AWM
899
AllSquare Wealth Management
New York
-$30K -400 Closed
AA
900
AlphaMark Advisors
Kentucky
-$22K -300 Closed

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.