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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
FPCG
451
Fort Pitt Capital Group
Pennsylvania
$991K -$94.2K -1,277 -9%
CTC
452
Central Trust Company
Missouri
$991K -$34.3K -465 -3%
BA
453
Ballew Advisors
Mississippi
$986K +$1.05M +14,201 New
CGH
454
Crossmark Global Holdings
Texas
$974K +$716K +9,700 +287%
GC
455
Guggenheim Capital
Illinois
$961K +$539K +7,301 +130%
BMSSC
456
B. Metzler seel. Sohn & Co
Germany
$959K +$92K +1,247 +11%
GVAG
457
Great Valley Advisor Group
Delaware
$951K -$92.8K -1,258 -9%
CAMG
458
CWA Asset Management Group
Florida
$927K
CII
459
Capital International Inc
California
$917K -$1.05M -14,297 -54%
RG
460
Rathbones Group
United Kingdom
$914K -$83K -1,125 -8%
SWP
461
Stratos Wealth Partners
Ohio
$908K -$61.5K -833 -6%
RJT
462
Raymond James Trust
Florida
$901K +$28.9K +392 +3%
BAM
463
Belpointe Asset Management
Nevada
$900K -$215K -2,914 -19%
MWM
464
Mission Wealth Management
California
$897K -$13K -176 -1%
FA
465
Fountainhead AM
New Jersey
$892K
PSP
466
Principal Street Partners
Tennessee
$889K -$127K -1,722 -13%
BFS
467
Bradley Foster & Sargent
Connecticut
$884K
SCM
468
Silvant Capital Management
Georgia
$877K
KF
469
Krilogy Financial
Missouri
$859K +$124K +1,686 +17%
CWP
470
Curated Wealth Partners
California
$852K -$113K -1,528 -12%
ANRIA
471
American National Registered Investment Advisor
Texas
$840K
KPWS
472
Kestra Private Wealth Services
Texas
$837K +$56.5K +766 +7%
JEST
473
JTC Employer Solutions Trustee
Jersey
$829K
MLICM
474
Metropolitan Life Insurance Company (MetLife)
New York
$827K +$2.29K +31 +0.3%
BF
475
BOK Financial
Oklahoma
$815K +$336K +4,559 +71%

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.