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KKR & Co

838 hedge funds and large institutions have $32.9B invested in KKR & Co in 2021 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 281 increasing their positions, 263 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 56

33% more funds holding in top 10

Funds holding in top 10: 2736 (+9)

21% more capital invested

Capital invested by funds: $27.2B → $32.9B (+$5.73B)

12% more funds holding

Funds holding: 748838 (+90)

7% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 263

0.42% less ownership

Funds ownership: 76.62%76.2% (-0.42%)

36% less call options, than puts

Call options by funds: $140M | Put options by funds: $218M

Holders
838
Holders Change
+90
Holders Change %
+12.03%
% of All Funds
12.9%
Holding in Top 10
36
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+33.33%
% of All Funds
0.55%
New
155
Increased
281
Reduced
263
Closed
56
Calls
$140M
Puts
$218M
Net Calls
-$77.9M
Net Calls Change
-$92.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
251
Threadgill Financial
Texas
$5.67M +$3.27M +44,308 +141%
GCM
252
GoodHaven Capital Management
New Jersey
$5.49M
SSG
253
Summit Securities Group
New York
$5.46M +$1.17M +15,854 +28%
CBA
254
Coastal Bridge Advisors
Connecticut
$5.33M -$12K -163 -0.2%
PAG
255
Private Advisor Group
New Jersey
$5.21M +$2.47M +33,540 +92%
Public Employees Retirement Association of Colorado
256
Public Employees Retirement Association of Colorado
Colorado
$5.14M
CIBC World Market
257
CIBC World Market
Ontario, Canada
$5.07M +$1.63M +22,074 +48%
TW
258
Transform Wealth
Colorado
$4.95M +$4.9M +66,416 New
II
259
IFM Investors
Australia
$4.92M -$40.9K -554 -0.8%
Assenagon Asset Management
260
Assenagon Asset Management
Luxembourg
$4.92M -$17.5M -237,221 -78%
Neuberger Berman Group
261
Neuberger Berman Group
New York
$4.88M +$203K +2,754 +4%
DCM
262
Dupont Capital Management
Delaware
$4.82M -$1.39M -18,815 -23%
CSS
263
Cubist Systematic Strategies
Connecticut
$4.8M +$2.84M +38,474 +148%
Allspring Global Investments
264
Allspring Global Investments
North Carolina
$4.68M +$4.64M +62,887 New
TA
265
Teton Advisors
New York
$4.66M -$184K -2,500 -4%
CG
266
Colony Group
Massachusetts
$4.66M +$24.7K +335 +0.5%
Franklin Resources
267
Franklin Resources
California
$4.64M -$47.1K -639 -1%
RJFSA
268
Raymond James Financial Services Advisors
Florida
$4.63M -$346K -4,692 -7%
CFB
269
Cullen/Frost Bankers
Texas
$4.5M +$371K +5,035 +9%
HighTower Advisors
270
HighTower Advisors
Illinois
$4.5M +$1.04M +14,037 +30%
TAF
271
Tredje AP-fonden
Sweden
$4.47M
CAM
272
Close Asset Management
United Kingdom
$4.41M
NEI
273
Northwest & Ethical Investments
Ontario, Canada
$4.4M -$46.7K -633 -1%
DTL
274
Dynamic Technology Lab
Singapore
$4.39M +$2.72M +36,857 +167%
CFMC
275
Curbstone Financial Management Corp
New Hampshire
$4.38M -$339K -4,600 -7%

KKR Hedge Fund Activity: Q4 2021 in Review

838 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q4 2021, worth a combined $32.9B — up 21% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new KKR positions and 56 closed out — a net gain of 99 holders — while 281 added to existing stakes and 263 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $776M. The largest seller was Vulcan Value Partners, cutting an estimated $369M.

  • 838 institutional investors held KKR & Co (KKR) as of Q4 2021, up from 748 in Q3 2021.
  • Funds reported $32.9B of KKR & Co stock for Q4 2021, up 21% quarter-over-quarter.
  • 155 funds opened new KKR & Co positions in Q4 2021 and 56 closed out, a net change of +99 holders.
  • The largest KKR & Co buyer in Q4 2021 was GQG Partners, an estimated $776M added.
  • The largest KKR & Co seller in Q4 2021 was Vulcan Value Partners, an estimated $369M sold.

Based on aggregated 13F filings for Q4 2021.