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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
PAM
476
Panagora Asset Management
Massachusetts
$803K -$186K -2,525 -19%
WWM
477
Western Wealth Management
Colorado
$801K +$792K +10,737 New
PSUF
478
People's United Financial
Connecticut
$801K +$793K +10,747 New
LNWWM
479
Laird Norton Wetherby Wealth Management
California
$797K
PMG
480
ProVise Management Group
Florida
$793K -$34.3K -465 -4%
SAI
481
Systematic Alpha Investments
New Jersey
$790K
SRC
482
Sage Rhino Capital
California
$783K
DA
483
Duality Advisers
Florida
$780K -$4.35M -58,917 -85%
DADC
484
D.A. Davidson & Co
Montana
$780K +$48K +650 +7%
BFA
485
Beaumont Financial Advisors
Massachusetts
$776K
CB
486
Commerce Bank
Missouri
$770K +$186K +2,526 +32%
BPA
487
Beacon Pointe Advisors
California
$763K +$15.9K +216 +2%
GC
488
Gilbert & Cook
Iowa
$761K -$16.2K -219 -2%
AWM
489
Aries Wealth Management
Maine
$761K
SDWIA
490
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$755K +$148 +2 +0%
SPC
491
Sigma Planning Corp
Michigan
$755K +$462K +6,261 +161%
CHAM
492
Clear Harbor Asset Management
Connecticut
$754K
MC
493
Moors & Cabot
Massachusetts
$751K +$5.46K +74 +0.7%
NA
494
NewEdge Advisors
Louisiana
$743K +$269K +3,644 +58%
DWM
495
Dakota Wealth Management
Florida
$741K -$6.42K -87 -0.9%
PDN
496
Pensionfund DSM Netherlands
Netherlands
$738K
VanEck Associates
497
VanEck Associates
New York
$737K +$729K +9,886 New
YMRC
498
Yorktown Management & Research Company
Virginia
$723K
COF
499
Capital One Financial
Virginia
$714K
A
500
Astrantus
Cyprus
$702K +$695K +9,421 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.