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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
Kovitz Investment Group Partners
201
Kovitz Investment Group Partners
Illinois
$4.6M -$1.67M -34,329 -26%
D.E. Shaw & Co
202
D.E. Shaw & Co
New York
$4.57M +$1.13M +23,211 +31%
ACM
203
Aquatic Capital Management
Illinois
$4.55M +$4.78M +98,000 New
Truist Financial
204
Truist Financial
North Carolina
$4.55M -$1.22M -25,076 -20%
II
205
IFM Investors
Australia
$4.55M
HighTower Advisors
206
HighTower Advisors
Illinois
$4.54M +$254K +5,213 +6%
GIBU
207
Gulf International Bank (UK)
United Kingdom
$4.33M
BCI
208
Brinker Capital Investments
Pennsylvania
$4.28M -$26.5K -544 -0.6%
GIA
209
Gateway Investment Advisers
Ohio
$4.27M +$39.1K +802 +0.9%
TYCC
210
Texas Yale Capital Corp
Florida
$4.25M +$53.3K +1,093 +1%
Commonwealth Equity Services
211
Commonwealth Equity Services
Massachusetts
$4.22M -$302K -6,190 -6%
BC
212
Brookfield Corp
Ontario, Canada
$4.2M -$2.65M -54,380 -38%
Prudential Financial
213
Prudential Financial
New Jersey
$4.19M +$1.84M +37,675 +72%
RA
214
Rational Advisors
New York
$4.18M
Handelsbanken Fonder
215
Handelsbanken Fonder
Sweden
$4.04M -$2.2M -45,075 -34%
OWP
216
Old Well Partners
North Carolina
$4.03M
EGA
217
Evermore Global Advisors
New Jersey
$4M
BMO
218
Beck Mack & Oliver
New York
$3.89M -$6.9M -141,670 -63%
TSWM
219
Triangle Securities Wealth Management
North Carolina
$3.85M +$19.1K +392 +0.5%
FCI
220
Financial Counselors Inc
Kansas
$3.77M
BIC
221
Beach Investment Counsel
Pennsylvania
$3.74M
Janus Henderson Group
222
Janus Henderson Group
United Kingdom
$3.73M -$3.23M -66,298 -45%
GEM
223
Global Endowment Management
North Carolina
$3.68M -$6.52M -133,721 -63%
MCM
224
Maltese Capital Management
New York
$3.68M -$999K -20,500 -21%
SIAP
225
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.66M +$14.8K +304 +0.4%

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.