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KKR & Co
KKR

610 hedge funds and large institutions have $18.5B invested in KKR & Co in 2020 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 195 increasing their positions, 195 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 36

20% more capital invested

Capital invested by funds: $15.4B → $18.5B (+$3.07B)

12% more funds holding

Funds holding: 546 → 610 (+64)

0% more funds holding in top 10

Funds holding in top 10: 22 → 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 195

0.56% less ownership

Funds ownership: 80.23% → 79.67% (-0.56%)

44% less call options, than puts

Call options by funds: $72.7M | Put options by funds: $130M

Holders
610
Holders Change
+64
Holders Change %
+11.72%
% of All Funds
10.79%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
105
Increased
195
Reduced
195
Closed
36
Calls
$72.7M
Puts
$130M
Net Calls
-$57.3M
Net Calls Change
-$53.6M

Top Buyers

Rank Fund Capital Flow
1
Harris Associates
Harris Associates
Illinois
+$114M
2
Morgan Stanley
Morgan Stanley
New York
+$87.2M
3
BlackRock
BlackRock
New York
+$55M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$49.4M
5
Millennium Management
Millennium Management
New York
+$42M

Top Sellers

Rank Fund Capital Flow
1
VH
ValueAct Holdings
California
-$263M
2
JSP
Jackson Square Partners
California
-$83.8M
3
MC
Maverick Capital
Texas
-$77.9M
4
WRF
Waddell & Reed Financial
Kansas
-$57.7M
5
Alkeon Capital Management
Alkeon Capital Management
New York
-$38.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
501
Northeast Investment Management
Massachusetts
$205K +$191K +5,061 New
CI
502
Cigna Investments
Connecticut
$204K +$191K +5,057 New
ACP
503
Ashfield Capital Partners
California
$203K +$190K +5,018 New
CIC
504
Carnegie Investment Counsel
Ohio
$202K +$189K +5,000 New
FMW
505
Farr Miller & Washington
District of Columbia
$202K +$189K +5,000 New
TNB
506
TCF National Bank
South Dakota
$202K +$189K +5,000 New
GBA
507
Garrison Bradford & Associates
New York
$200K +$187K +4,950 New
SAM
508
Shell Asset Management
Netherlands
$170K +$38.1K +1,008 +32%
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$157K – – –
AL
510
ADE LLC
Maryland
$154K +$144K +3,805 New
LSA
511
Leonteq Securities AG
Switzerland
$139K +$130K +3,441 New
KCM
512
Kathmere Capital Management
Pennsylvania
$133K – – –
CHA
513
Carmichael Hill & Associates
Maryland
$132K +$416 +11 +0.3%
RWB
514
RMR Wealth Builders
New Jersey
$128K +$119K +3,157 New
NFSG
515
Newbridge Financial Services Group
Florida
$127K +$151 +4 +0.1%
Nisa Investment Advisors
516
Nisa Investment Advisors
Missouri
$122K +$114K +3,010 New
FA
517
Fortis Advisors
Pennsylvania
$121K – – –
Fifth Third Bancorp
518
Fifth Third Bancorp
Ohio
$117K +$37.6K +996 +53%
APP
519
Alpha Paradigm Partners
Illinois
$117K +$110K +2,899 New
AAP
520
Arax Advisory Partners
Colorado
$115K +$113 +3 +0.1%
Twin Tree Management
521
Twin Tree Management
Texas
$115K +$107K +2,834 New
MWC
522
MBM Wealth Consultants
Missouri
$109K +$22.7K +600 +29%
CWC
523
Carolinas Wealth Consulting
North Carolina
$108K +$26.3K +696 +35%
CA
524
Capitolis Advisors
New York
$105K +$98.2K +2,600 New
GRP
525
Global Retirement Partners
California
$101K +$227 +6 +0.2%
19 20
21
22 23

KKR Hedge Fund Activity: Q4 2020 in Review

610 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q4 2020, worth a combined $18.5B — up 20% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new KKR positions and 36 closed out — a net gain of 69 holders — while 195 added to existing stakes and 195 trimmed.

The largest buyer was Harris Associates, opening a new position worth an estimated $114M. The largest seller was ValueAct Holdings, cutting an estimated $263M.

  • 610 institutional investors held KKR & Co (KKR) as of Q4 2020, up from 546 in Q3 2020.
  • Funds reported $18.5B of KKR & Co stock for Q4 2020, up 20% quarter-over-quarter.
  • 105 funds opened new KKR & Co positions in Q4 2020 and 36 closed out, a net change of +69 holders.
  • The largest KKR & Co buyer in Q4 2020 was Harris Associates, an estimated $114M added.
  • The largest KKR & Co seller in Q4 2020 was ValueAct Holdings, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2020.