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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
CSS
151
Cubist Systematic Strategies
Connecticut
$8.27M +$2.39M +49,012 +38%
Mitsubishi UFJ Asset Management
152
Mitsubishi UFJ Asset Management
Japan
$8.26M +$885K +18,151 +11%
LCS
153
Levin Capital Strategies
New York
$8M -$292K -6,000 -3%
PAIM
154
Punch & Associates Investment Management
Minnesota
$7.92M +$104K +2,126 +1%
IG
155
ING Group
Netherlands
$7.89M +$8.29M +170,000 New
PCM
156
PenderFund Capital Management
British Columbia, Canada
$7.88M -$66.8K -1,370 -1%
Toronto Dominion Bank
157
Toronto Dominion Bank
Ontario, Canada
$7.75M +$2.63M +53,882 +48%
BNP Paribas Financial Markets
158
BNP Paribas Financial Markets
France
$7.58M -$2.04M -41,844 -20%
ECM
159
ExodusPoint Capital Management
New York
$7.33M +$3.32M +68,018 +76%
NAM
160
NorthCrest Asset Manangement
Minnesota
$7.13M +$4.53K +93 +0.1%
ASRS
161
Arizona State Retirement System
Arizona
$7.07M -$112K -2,293 -1%
1832 Asset Management
162
1832 Asset Management
Ontario, Canada
$6.92M -$28.3M -581,300 -80%
UIM
163
USS Investment Management
United Kingdom
$6.64M +$233K +4,771 +3%
PWP
164
Private Wealth Partners
California
$6.59M -$96.8K -1,986 -1%
CCA
165
Covey Capital Advisors
Georgia
$6.39M -$73.1K -1,500 -1%
COLIM
166
City of London Investment Management
United Kingdom
$6.38M +$1.22M +25,083 +22%
NFC
167
Northeast Financial Consultants
Connecticut
$6.36M
ACM
168
Alpha Capital Management
Texas
$6.36M -$10.5K -216 -0.2%
AWS
169
Atria Wealth Solutions
New York
$6.35M +$23.7K +487 +0.4%
PCM
170
Palisade Capital Management
New Jersey
$6.34M
Nomura Asset Management
171
Nomura Asset Management
Japan
$6.2M -$3.47M -71,153 -35%
HFS
172
Hantz Financial Services
Michigan
$6.18M +$502K +10,292 +8%
FAF
173
Fjarde Ap-fonden
Sweden
$6.13M -$785K -16,100 -11%
LAM
174
Lountzis Asset Management
Pennsylvania
$6.11M -$164K -3,361 -3%
JMPWA
175
JP Morgan Private Wealth Advisors
California
$6.03M -$1.84M -37,808 -23%

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.