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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
NAM
276
Nissay Asset Management
Japan
$4.38M +$83.4K +1,131 +2%
FDCDDQ
277
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.33M +$3.4M +46,043 +381%
AB
278
Amalgamated Bank
New York
$4.33M -$247K -3,345 -5%
RIG
279
Roosevelt Investment Group
New York
$4.33M +$738K +10,000 +21%
Twin Tree Management
280
Twin Tree Management
Texas
$4.32M +$3.36M +45,499 +364%
RPI
281
Railway Pension Investments
United Kingdom
$4.27M +$4.23M +57,300 New
HAI
282
Hennessy Advisors Inc
California
$4.25M -$170K -2,300 -4%
ICM
283
III Capital Management
Florida
$4.17M -$73.8K -1,000 -2%
SC
284
Sierra Capital
Florida
$4.15M
WW
285
Waterfront Wealth
Kansas
$4.14M
VLC
286
Van Leeuwen & Company
New Jersey
$4.12M +$454K +6,149 +13%
CAPTRUST Financial Advisors
287
CAPTRUST Financial Advisors
North Carolina
$4.11M -$469K -6,354 -10%
BBA
288
Baader Bank Aktiengesellschaft
Germany
$4.09M +$4.05M +54,953 New
RIL
289
Rothschild Investment LLC
Illinois
$4.08M -$147K -1,990 -4%
ACH
290
ArrowMark Colorado Holdings
Colorado
$4.02M
TC
291
TAP Consulting
Missouri
$4M +$3.96M +53,643 New
CCG
292
Cloverfields Capital Group
Minnesota
$3.98M +$321K +4,345 +9%
PCP
293
Proficio Capital Partners
Massachusetts
$3.94M +$1.03K +14 +0%
ISL
294
Ingalls & Snyder LLC
New York
$3.86M -$148K -2,000 -4%
Thrivent Financial for Lutherans
295
Thrivent Financial for Lutherans
Minnesota
$3.83M +$71K +963 +2%
ATIA
296
American Trust Investment Advisors
New Hampshire
$3.82M -$76.4K -1,035 -2%
AWM
297
Avitas Wealth Management
California
$3.76M +$46K +623 +1%
ProShare Advisors
298
ProShare Advisors
Maryland
$3.75M +$9.59K +130 +0.3%
AC
299
Allstate Corporation
Illinois
$3.73M +$2.86M +38,800 +346%
CTC
300
Chai Trust Company
Illinois
$3.73M

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.