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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
RFC
401
Regions Financial Corp
Alabama
$1.55M +$124K +1,676 +9%
AIC
402
Ayalon Insurance Company
Israel
$1.53M -$785K -10,640 -34%
CCM
403
Compton Capital Management
Rhode Island
$1.52M
AIM
404
Aigen Investment Management
New York
$1.47M -$1.55M -20,943 -51%
SFFS
405
Stonehage Fleming Financial Services
Jersey
$1.42M
BCV
406
Banque Cantonale Vaudoise
Switzerland
$1.4M -$229K -3,100 -14%
SPIO
407
Seven Post Investment Office
California
$1.39M
M&T Bank
408
M&T Bank
New York
$1.36M -$16.6K -225 -1%
MML Investors Services
409
MML Investors Services
Massachusetts
$1.36M +$211K +2,864 +19%
AT
410
American Trust
Kentucky
$1.36M +$1.35M +18,261 New
SG Americas Securities
411
SG Americas Securities
New York
$1.36M +$1.09M +14,810 +433%
AAM
412
AR Asset Management
California
$1.34M
CCC
413
Crescent Capital Consulting
Louisiana
$1.34M -$62K -841 -4%
CPIG
414
Chicago Partners Investment Group
Illinois
$1.32M +$122K +1,660 +8%
RC
415
Roundview Capital
New Jersey
$1.31M +$78.3K +1,061 +6%
NCM
416
Next Capital Management
New York
$1.3M
FSA
417
Franklin Street Advisors
North Carolina
$1.29M
SAA
418
Southeast Asset Advisors
Georgia
$1.28M
WKWM
419
Walter & Keenan Wealth Management
Indiana
$1.27M -$369K -5,000 -23%
Baird Financial Group
420
Baird Financial Group
Wisconsin
$1.25M +$111K +1,510 +10%
JWCA
421
J.W. Cole Advisors
Florida
$1.24M +$15.6K +211 +1%
DC
422
Davenport & Co
Virginia
$1.23M +$54.7K +741 +5%
VPIM
423
Vanguard Personalized Indexing Management
California
$1.23M +$145K +1,962 +13%
BRWA
424
B. Riley Wealth Advisors
Florida
$1.21M -$6.27K -85 -0.5%
PAM
425
Paradigm Asset Management
New York
$1.21M +$111K +1,504 +10%

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.