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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
Capital International Investors
1
Capital International Investors
California
$1.81B +$197M +4,039,910 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.81B +$8.58M +176,056 +0.5%
BlackRock
3
BlackRock
New York
$1.63B +$62.3M +1,278,831 +4%
Harris Associates
4
Harris Associates
Illinois
$1.24B +$269M +5,524,895 +26%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$1.21B +$448M +9,192,928 +55%
Principal Financial Group
6
Principal Financial Group
Iowa
$1.12B -$6.89M -141,385 -0.6%
VH
7
ValueAct Holdings
California
$1.1B -$134M -2,754,052 -10%
ACM
8
AKRE Capital Management
Virginia
$701M -$17.1M -350,000 -2%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$598M +$2.34M +48,027 +0.4%
State Street
10
State Street
Massachusetts
$501M -$23M -471,974 -4%
Capital World Investors
11
Capital World Investors
California
$494M +$75.3K +1,546 +0%
Diamond Hill Capital Management
12
Diamond Hill Capital Management
Ohio
$480M -$25.4M -520,508 -5%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$463M -$11.3M -231,290 -2%
VVP
14
Vulcan Value Partners
Alabama
$415M -$91.2M -1,871,707 -17%
AWA
15
Arete Wealth Advisors
Illinois
$366M -$88.4K -1,813 -19%
Invesco
16
Invesco
Georgia
$357M +$187M +3,841,034 +100%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$345M +$9.6M +196,951 +3%
First Manhattan
18
First Manhattan
New York
$327M +$4.25M +87,205 +1%
Bank of America
19
Bank of America
North Carolina
$321M -$51.4M -1,054,610 -13%
Goldman Sachs
20
Goldman Sachs
New York
$302M -$4.89M -100,375 -2%
Jennison Associates
21
Jennison Associates
New York
$300M -$166M -3,403,308 -34%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$288M +$28.4M +582,816 +10%
Norges Bank
23
Norges Bank
Norway
$259M -$17.4M -356,699 -6%
Legal & General Group
24
Legal & General Group
United Kingdom
$244M -$15.4M -315,777 -6%
ECU
25
Egerton Capital (UK)
United Kingdom
$205M -$17.3M -355,217 -7%

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.