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KKR & Co
KKR

706 hedge funds and large institutions have $26.7B invested in KKR & Co in 2021 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 260 increasing their positions, 205 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 45

27% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 205

20% more capital invested

Capital invested by funds: $22.2B → $26.7B (+$4.46B)

8% more funds holding in top 10

Funds holding in top 10: 24 → 26 (+2)

7% more funds holding

Funds holding: 658 → 706 (+48)

1.53% less ownership

Funds ownership: 78.83% → 77.3% (-1.5%)

17% less call options, than puts

Call options by funds: $78.5M | Put options by funds: $94.8M

Holders
706
Holders Change
+48
Holders Change %
+7.29%
% of All Funds
12.29%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
97
Increased
260
Reduced
205
Closed
45
Calls
$78.5M
Puts
$94.8M
Net Calls
-$16.3M
Net Calls Change
-$4.03M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$200M
2
SC
Samlyn Capital
New York
+$113M
3
Citadel Advisors
Citadel Advisors
Florida
+$83.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$82.2M
5
State Street
State Street
Massachusetts
+$76M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$422M
2
VH
ValueAct Holdings
California
-$242M
3
VVP
Vulcan Value Partners
Alabama
-$143M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$118M
5
Morgan Stanley
Morgan Stanley
New York
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI Investments Inc
26
CI Investments Inc
Ontario, Canada
$206M +$16.3M +293,190 +9%
Morgan Stanley
27
Morgan Stanley
New York
$205M -$108M -1,950,501 -36%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$202M -$1.42M -25,586 -0.7%
Federated Hermes
29
Federated Hermes
Pennsylvania
$176M +$548K +9,874 +0.3%
Brown Advisory
30
Brown Advisory
Maryland
$157M +$2.33M +42,071 +2%
Macquarie Group
31
Macquarie Group
Australia
$147M +$272K +4,905 +0.2%
FCM
32
Frontier Capital Management
Massachusetts
$138M +$2.82M +50,755 +2%
N
33
Nuveen
North Carolina
$131M +$23.7M +426,485 +24%
BFM
34
Blacksheep Fund Management
Ireland
$123M +$4.16M +75,010 +4%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$122M -$18.7M -337,434 -14%
Citadel Advisors
36
Citadel Advisors
Florida
$121M +$83.1M +1,497,573 +272%
SC
37
Samlyn Capital
New York
$121M +$113M +2,039,795 New
PI
38
Putnam Investments
Massachusetts
$117M +$50.7M +913,050 +86%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$107M +$4.99M +89,928 +5%
Holocene Advisors
40
Holocene Advisors
New York
$104M -$25.9M -466,283 -21%
ZIG
41
Zurich Insurance Group
Switzerland
$103M +$3.67M +66,198 +4%
UBS AM
42
UBS AM
Illinois
$99.6M +$3.84M +69,164 +4%
JCM
43
Junto Capital Management
New York
$96.7M -$14M -253,084 -13%
IAM
44
Iridian Asset Management
Connecticut
$96.6M -$9.14M -164,615 -9%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$96.4M +$82.2M +1,480,269 +1,003%
JP Morgan Chase
46
JP Morgan Chase
New York
$91.6M -$13.2M -238,737 -13%
Charles Schwab
47
Charles Schwab
California
$91.4M +$4.34M +78,196 +5%
Goldman Sachs
48
Goldman Sachs
New York
$90.9M +$20.6M +370,485 +32%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$89.9M -$5.52M -99,514 -6%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$86.9M +$1.76M +31,745 +2%
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KKR Hedge Fund Activity: Q2 2021 in Review

706 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q2 2021, worth a combined $26.7B — up 20% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new KKR positions and 45 closed out — a net gain of 52 holders — while 260 added to existing stakes and 205 trimmed.

The largest buyer was Capital World Investors, adding an estimated $200M. The largest seller was Vanguard Group, cutting an estimated $422M.

  • 706 institutional investors held KKR & Co (KKR) as of Q2 2021, up from 658 in Q1 2021.
  • Funds reported $26.7B of KKR & Co stock for Q2 2021, up 20% quarter-over-quarter.
  • 97 funds opened new KKR & Co positions in Q2 2021 and 45 closed out, a net change of +52 holders.
  • The largest KKR & Co buyer in Q2 2021 was Capital World Investors, an estimated $200M added.
  • The largest KKR & Co seller in Q2 2021 was Vanguard Group, an estimated $422M sold.

Based on aggregated 13F filings for Q2 2021.