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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
KIA
426
Kraematon Investment Advisors
Massachusetts
$1.21M +$1.19M +16,187 New
PFA
427
Professional Financial Advisors
Nebraska
$1.2M -$59.1K -801 -5%
WF
428
Welch & Forbes
Massachusetts
$1.18M -$303K -4,105 -21%
SWM
429
Spire Wealth Management
Virginia
$1.18M +$127K +1,728 +12%
BA
430
Bellwether Advisors
Nebraska
$1.17M +$1.15M +15,644 +16,643%
ANI
431
American National Insurance
Texas
$1.17M
BCM
432
Bluefin Capital Management
New York
$1.17M +$605K +8,200 +109%
TRCT
433
Tower Research Capital (TRC)
New York
$1.16M +$228K +3,086 +25%
PHK
434
Point72 Hong Kong
Hong Kong
$1.16M +$1.15M +15,537 New
IWM
435
IHT Wealth Management
Illinois
$1.14M
VF
436
Virtu Financial
New York
$1.14M -$286K -3,873 -20%
Cetera Investment Advisers
437
Cetera Investment Advisers
Illinois
$1.13M +$64.3K +872 +6%
FNBSF
438
First National Bank Sioux Falls
South Dakota
$1.11M +$712K +9,652 +182%
LW
439
Linscomb Wealth
Texas
$1.07M -$133K -1,800 -11%
UIA
440
UBP Investment Advisors
Switzerland
$1.07M +$1.06M +14,409 New
SGA
441
Seaport Global Advisors
Massachusetts
$1.05M +$1.04M +14,148 New
EMG
442
ETF Managers Group
New Jersey
$1.05M +$49.1K +666 +5%
CQS
443
Credential Qtrade Securities
$1.05M +$372K +5,040 +56%
FCBT
444
First Citizens Bank & Trust
North Carolina
$1.04M +$1.03M +13,961 New
DLA
445
Douglas Lane & Associates
New York
$1.03M -$4.43K -60 -0.4%
GIM
446
Guardian Investment Management
California
$1.02M
BTWM
447
Baker Tilly Wealth Management
Wisconsin
$1.01M +$164K +2,228 +20%
GAM
448
Guinness Asset Management
United Kingdom
$1.01M +$184K +2,500 +23%
NIPH
449
NN Investment Partners Holdings
Netherlands
$1.01M -$3.36M -45,500 -77%
SS
450
Simplicity Solutions
Minnesota
$1M +$994K +13,474 New

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.