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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
ET
176
Equitable Trust
Tennessee
$6.02M -$274K -5,625 -4%
SCM
177
SOL Capital Management
Maryland
$5.99M +$147K +3,010 +2%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$5.91M +$1.82M +37,251 +41%
GCM
179
GoodHaven Capital Management
New Jersey
$5.86M +$24.4K +500 +0.4%
PE
180
Point72 Europe
United Kingdom
$5.83M +$6.13M +125,700 New
Osaic Holdings
181
Osaic Holdings
Arizona
$5.83M +$210K +4,302 +4%
SI
182
Stephens Inc
Arkansas
$5.82M -$1.13M -23,104 -16%
PA
183
Perennial Advisors
New York
$5.78M -$254K -5,214 -4%
BMM
184
Buffington Mohr McNeal
Idaho
$5.77M -$175K -3,596 -3%
FAF
185
Första AP-fonden
Sweden
$5.68M +$536K +11,000 +10%
EGM
186
Engineers Gate Manager
New York
$5.62M +$3.33M +68,249 +129%
WPEP
187
Walnut Private Equity Partners
Nebraska
$5.5M -$3.68M -75,600 -39%
Cambridge Investment Research Advisors
188
Cambridge Investment Research Advisors
Iowa
$5.35M -$676K -13,863 -11%
MCP
189
Mirador Capital Partners
California
$5.32M -$447K -9,167 -7%
CCM
190
Chickasaw Capital Management
Tennessee
$5.23M -$62.9K -1,290 -1%
Victory Capital Management
191
Victory Capital Management
Texas
$5.17M +$317K +6,499 +6%
SLAM
192
Swiss Life Asset Management
$5.16M -$1.27K -26 -0%
RA
193
Rovida Advisors
Florida
$5.07M +$5.33M +109,322 New
Neuberger Berman Group
194
Neuberger Berman Group
New York
$5.04M +$373K +7,657 +8%
FDCDDQ
195
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.77M -$209K -4,287 -4%
URS
196
Utah Retirement Systems
Utah
$4.71M -$48.7K -1,000 -1%
CFB
197
Cullen/Frost Bankers
Texas
$4.7M +$1.16M +23,744 +31%
Russell Investments Group
198
Russell Investments Group
United Kingdom
$4.69M -$14.5M -297,581 -75%
EWA
199
EverSource Wealth Advisors
Alabama
$4.67M +$4.9M +100,551 +591,476%
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$4.66M +$1.04M +21,290 +27%

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.