We are live on ! Find out more
KKR icon

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
PE
351
Point72 Europe
United Kingdom
$2.5M +$2.47M +33,500 New
Creative Planning
352
Creative Planning
Kansas
$2.44M -$164K -2,221 -6%
William Blair & Company
353
William Blair & Company
Illinois
$2.42M +$1.28M +17,383 +115%
IAN
354
Integrated Advisors Network
Texas
$2.3M +$235K +3,189 +12%
BCI
355
Brinker Capital Investments
Pennsylvania
$2.27M +$2.25M +30,530 New
ESBC
356
E.S. Barr & Co
Kentucky
$2.27M -$221K -3,000 -9%
Mirae Asset Global Investments
357
Mirae Asset Global Investments
South Korea
$2.26M +$11.5K +156 +0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
358
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.19M +$2.17M +29,394 New
LOAMS
359
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.17M
SPIA
360
Steward Partners Investment Advisory
New York
$2.17M +$38.4K +521 +2%
UB
361
UMB Bank
Missouri
$2.17M +$2.14M +29,064 New
MNBTD
362
Moody National Bank Trust Division
Texas
$2.16M +$22.9K +310 +1%
SM
363
Sciencast Management
New Jersey
$2.13M +$2.16M +29,216 New
CAN
364
Cetera Advisor Networks
California
$2.13M -$29.9K -405 -1%
Nordea Investment Management
365
Nordea Investment Management
Sweden
$2.13M +$97.8K +1,326 +5%
CL
366
CSS LLC
Illinois
$2.12M +$2.1M +28,500 New
BAMF
367
BI Asset Management Fondsmaeglerselskab
Denmark
$2.1M -$13.8M -187,101 -87%
Verition Fund Management
368
Verition Fund Management
Connecticut
$2.09M -$1.96M -26,591 -49%
SSA
369
Schonfeld Strategic Advisors
New York
$2.06M -$39M -528,400 -95%
YAVAPFMC
370
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$2.05M
HT
371
HAP Trading
New York
$2.05M +$975K +13,218 +93%
AI
372
AdvisorShares Investments
Maryland
$1.99M +$1.97M +26,641 New
TPCW
373
TD Private Client Wealth
New York
$1.97M -$1.01M -13,742 -34%
GP
374
Greenline Partners
New York
$1.96M +$13.4K +182 +0.7%
Canada Pension Plan Investment Board
375
Canada Pension Plan Investment Board
Ontario, Canada
$1.96M -$13.7M -185,222 -88%

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.