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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
DMKJ
301
David M. Knott Jr
$3.73M +$3.69M +50,000 New
CAM
302
Cacti Asset Management
Georgia
$3.66M -$553K -7,500 -13%
CIBC Asset Management
303
CIBC Asset Management
Ontario, Canada
$3.64M +$168K +2,280 +5%
CPA
304
Cowen Prime Advisors
New York
$3.62M -$236K -3,200 -6%
Janney Montgomery Scott
305
Janney Montgomery Scott
Pennsylvania
$3.59M +$182K +2,473 +5%
Mercer Global Advisors
306
Mercer Global Advisors
Colorado
$3.57M +$434K +5,886 +14%
National Bank of Canada
307
National Bank of Canada
Quebec, Canada
$3.55M +$3.53M +47,860 New
CAM
308
Cresset Asset Management
Illinois
$3.55M +$1.08M +14,645 +44%
PFPT
309
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.54M -$188K -2,547 -5%
Jane Street
310
Jane Street
New York
$3.41M +$1.67M +22,647 +98%
KAS
311
Kestra Advisory Services
Texas
$3.4M -$634K -8,588 -16%
SOADOR
312
State of Alaska Department of Revenue
Alaska
$3.4M +$9.22K +125 +0.3%
SCA
313
STALEY CAPITAL ADVISERS
Pennsylvania
$3.36M
ORC
314
O'Rourke & Company
Massachusetts
$3.36M +$3.32M +45,044 New
PP
315
Paloma Partners
Connecticut
$3.3M +$2.91M +39,468 +818%
EH
316
Equitable Holdings
New York
$3.28M -$108K -1,466 -3%
Vontobel Holding
317
Vontobel Holding
Switzerland
$3.26M -$209K -2,830 -6%
GWMI
318
Guardian Wealth Management (Illinois)
Illinois
$3.17M +$3.14M +42,573 New
MSRPS
319
Maryland State Retirement & Pension System
Maryland
$3.16M
EVM
320
Eaton Vance Management
Massachusetts
$3.09M +$1.11K +15 +0%
CG
321
Castellan Group
Kentucky
$3.07M +$477K +6,460 +19%
AIM
322
Achmea Investment Management
Netherlands
$3.04M +$2.96M +40,111 +5,951%
HPCM
323
High Pointe Capital Management
Illinois
$3.04M +$356K +4,829 +13%
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$3.03M +$242K +3,282 +9%
BBVA
325
Banco Bilbao Vizcaya Argentaria
Spain
$2.98M +$2.66M +36,121 +958%

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.