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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
CCM
101
Callodine Capital Management
Massachusetts
$15.6M -$731K -15,000 -4%
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$15.5M
OC
103
Oppenheimer & Co
New York
$15.4M +$540K +11,072 +3%
Fidelity International
104
Fidelity International
Bermuda
$15.3M -$1.89M -38,808 -11%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$15M -$414K -8,487 -3%
IAM
106
Iridian Asset Management
Connecticut
$14.7M +$4.84M +99,299 +46%
Mitsubishi UFJ Trust & Banking
107
Mitsubishi UFJ Trust & Banking
Japan
$14.7M +$411K +8,434 +3%
CG
108
Colony Group
Massachusetts
$14.5M +$1.28M +26,193 +9%
AU
109
Algebris (UK)
United Kingdom
$14.3M +$11.9M +245,009 +379%
BP
110
BBR Partners
New York
$14.2M
BG
111
Bollard Group
Massachusetts
$13.9M +$44.5K +914 +0.3%
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.6M +$300K +6,151 +2%
Qube Research & Technologies (QRT)
113
Qube Research & Technologies (QRT)
United Kingdom
$13.5M +$14.1M +290,176 New
State of Wisconsin Investment Board
114
State of Wisconsin Investment Board
Wisconsin
$13.1M -$1.33M -27,220 -9%
Twin Tree Management
115
Twin Tree Management
Texas
$13M +$1.23M +25,315 +10%
JHA
116
Jackson Hill Advisors
Texas
$12.9M -$1.86M -38,250 -12%
VC
117
Voss Capital
Texas
$12.8M +$4.19M +86,009 +45%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$12.8M -$14.7M -300,621 -52%
LPL Financial
119
LPL Financial
California
$12.7M -$533K -10,944 -4%
AFCM
120
Alta Fox Capital Management
Texas
$12.3M +$3.02M +61,950 +30%
Canada Pension Plan Investment Board
121
Canada Pension Plan Investment Board
Ontario, Canada
$12.3M -$8.44M -173,094 -40%
AllianceBernstein
122
AllianceBernstein
Tennessee
$12.1M +$175K +3,587 +1%
Renaissance Technologies
123
Renaissance Technologies
New York
$11.7M -$24.5M -502,114 -67%
JSP
124
Jackson Square Partners
California
$11.6M -$641K -13,144 -5%
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$11.5M +$154K +3,160 +1%

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.