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KKR & Co
KKR

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: 27 → 36 (+9)

21% more capital invested

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

12% more funds holding

Funds holding: 748 → 838 (+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

Top Buyers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
+$776M
2
Jennison Associates
Jennison Associates
New York
+$423M
3
BlackRock
BlackRock
New York
+$232M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$191M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$102M

Top Sellers

Rank Fund Capital Flow
1
VVP
Vulcan Value Partners
Alabama
-$369M
2
KKRC
Kohlberg Kravis Roberts & Co
New York
-$284M
3
Deutsche Bank
Deutsche Bank
Germany
-$247M
4
Holocene Advisors
Holocene Advisors
New York
-$172M
5
JSP
Jackson Square Partners
California
-$151M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFH
326
Fairfax Financial Holdings
Ontario, Canada
$2.98M – – –
EMPI
327
Elo Mutual Pension Insurance
Finland
$2.96M +$279K +3,778 +10%
ZIM
328
Zacks Investment Management
Illinois
$2.93M +$82.8K +1,122 +3%
OIS
329
Okabena Investment Services
Minnesota
$2.9M -$453K -6,145 -14%
WBC
330
Westpac Banking Corp
Australia
$2.89M +$32.7K +443 +1%
EFS
331
Essex Financial Services
Connecticut
$2.89M -$385K -5,221 -12%
ICG
332
InterOcean Capital Group
Tennessee
$2.87M – – –
SCM
333
Segantii Capital Management
Hong Kong
$2.87M +$2.84M +38,491 New
PA
334
Pinnacle Associates
New York
$2.84M -$7.82K -106 -0.3%
KWILP
335
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.81M +$2.79M +37,789 New
OAM
336
Oppenheimer Asset Management
New York
$2.8M +$536K +7,260 +24%
PCIA
337
Prime Capital Investment Advisors
Kansas
$2.77M -$6.12K -83 -0.2%
CWP
338
CFM Wealth Partners
Texas
$2.75M +$1.7M +23,073 +161%
BAM
339
Byrne Asset Management
New Jersey
$2.71M +$2.69M +36,397 New
SMG
340
Spectrum Management Group
Indiana
$2.65M +$80.9K +1,097 +3%
RA
341
Royce & Associates
New York
$2.64M – – –
IA
342
IFP Advisors
Florida
$2.63M +$97.2K +1,318 +4%
RCG
343
Rock Creek Group
District of Columbia
$2.61M – – –
MCM
344
McKinley Capital Management
Alaska
$2.59M -$22.3K -302 -0.9%
Nisa Investment Advisors
345
Nisa Investment Advisors
Missouri
$2.57M +$2.45M +33,158 +1,102%
MWM
346
Midwest Wealth Management
Indiana
$2.55M +$114K +1,542 +5%
EF
347
Empowered Funds
Pennsylvania
$2.54M +$2.52M +34,120 New
WMSA
348
Weiss Multi-Strategy Advisers
New York
$2.52M +$1.69M +22,959 +210%
SMDAM
349
Sumitomo Mitsui DS Asset Management
Japan
$2.51M +$8.48K +115 +0.3%
FHB
350
First Hawaiian Bank
Hawaii
$2.5M +$2.03M +27,579 +460%
12 13
14
15 16

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.