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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
CWM
376
Chesapeake Wealth Management
Virginia
$1.91M +$44.5K +603 +2%
Wolverine Trading
377
Wolverine Trading
Illinois
$1.89M -$674K -9,132 -27%
TFO
378
Tarbox Family Office
California
$1.86M
KeyBank National Association
379
KeyBank National Association
Ohio
$1.85M -$82.4K -1,117 -4%
BCA
380
Bray Capital Advisors
Florida
$1.84M +$3.47K +47 +0.2%
EPA
381
Element Pointe Advisors
Florida
$1.84M +$293K +3,967 +19%
Wealthfront Advisers
382
Wealthfront Advisers
California
$1.84M +$1.82M +24,639 New
CSI
383
Cross Staff Investments
New York
$1.83M +$1.82M +24,632 New
Mackenzie Financial
384
Mackenzie Financial
Ontario, Canada
$1.81M -$27K -366 -1%
CS
385
Candriam SCA
Luxembourg
$1.77M -$3.75M -50,834 -68%
IAA
386
Independent Advisor Alliance
North Carolina
$1.77M -$23.2K -314 -1%
QT
387
Quantbot Technologies
New York
$1.74M +$1.73M +23,413 New
HI
388
Horizon Investments
North Carolina
$1.74M +$105K +1,420 +6%
BHB
389
Bank Hapoalim BM
Israel
$1.72M -$356K -4,831 -17%
ACM
390
Ativo Capital Management
Illinois
$1.72M -$590 -8 -0%
USGIU
391
U.S. Global Investors (USGI)
Texas
$1.71M +$177K +2,400 +12%
AIM
392
Axiom Investment Management
New York
$1.7M +$3.02K +41 +0.2%
Kovitz Investment Group Partners
393
Kovitz Investment Group Partners
Illinois
$1.69M +$490K +6,644 +19%
SCM
394
Southport Capital Management
Tennessee
$1.68M +$1.67M +22,608 New
LPARFS
395
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.62M +$129K +1,753 +9%
LDB
396
Lee, Danner & Bass
Tennessee
$1.61M
Squarepoint
397
Squarepoint
New York
$1.59M -$3.45M -46,784 -69%
OFG
398
Oxford Financial Group
Indiana
$1.59M -$15.8K -214 -1%
CLOS
399
Compagnie Lombard Odier SCmA
Switzerland
$1.59M +$66.4K +900 +4%
II
400
Inspire Investing
Idaho
$1.57M -$66.8K -906 -4%

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.