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KKR & Co
KKR

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: 27 → 36 (+9)

21% more capital invested

Capital invested by funds: $27.2B → $32.9B (+$5.73B)

12% more funds holding

Funds holding: 748 → 838 (+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

Top Buyers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
+$776M
2
Jennison Associates
Jennison Associates
New York
+$423M
3
BlackRock
BlackRock
New York
+$232M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$191M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$102M

Top Sellers

Rank Fund Capital Flow
1
VVP
Vulcan Value Partners
Alabama
-$369M
2
KKRC
Kohlberg Kravis Roberts & Co
New York
-$284M
3
Deutsche Bank
Deutsche Bank
Germany
-$247M
4
Holocene Advisors
Holocene Advisors
New York
-$172M
5
JSP
Jackson Square Partners
California
-$151M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI Investments Inc
26
CI Investments Inc
Ontario, Canada
$234M -$17.7M -239,251 -7%
Macquarie Group
27
Macquarie Group
Australia
$233M +$40.3M +545,599 +21%
Federated Hermes
28
Federated Hermes
Pennsylvania
$224M +$1.25M +17,009 +0.6%
Millennium Management
29
Millennium Management
New York
$221M -$1.26M -17,034 -0.6%
AI
30
Ariel Investments
Illinois
$217M -$41.3M -560,030 -16%
Brown Advisory
31
Brown Advisory
Maryland
$199M +$1.74M +23,634 +0.9%
FCM
32
Frontier Capital Management
Massachusetts
$179M +$6.68M +90,491 +4%
PI
33
Putnam Investments
Massachusetts
$175M -$2.24M -30,384 -1%
N
34
Nuveen
North Carolina
$170M -$4.37M -59,210 -3%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$164M +$102M +1,385,070 +168%
EIP
36
Epoch Investment Partners
New York
$163M +$15.4M +208,121 +11%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$149M +$57.9M +784,674 +66%
Charles Schwab
38
Charles Schwab
California
$142M +$6.29M +85,317 +5%
Goldman Sachs
39
Goldman Sachs
New York
$140M +$42M +568,933 +43%
BFM
40
Blacksheep Fund Management
Ireland
$139M -$24.4M -331,173 -15%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$136M +$26.7M +362,078 +25%
ZIG
42
Zurich Insurance Group
Switzerland
$135M -$9.15M -124,072 -6%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$134M -$1.22M -16,524 -0.9%
UBS AM
44
UBS AM
Illinois
$127M -$8.11M -109,953 -6%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$122M -$12.4M -167,980 -9%
MG
46
Markel Group
Virginia
$106M +$73.8K +1,000 +0.1%
HF
47
HRT Financial
New York
$104M -$1.8M -24,459 -2%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$102M -$11.5M -156,452 -10%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$101M +$689K +9,338 +0.7%
Wells Fargo
50
Wells Fargo
California
$100M +$5.13M +69,472 +5%
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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.