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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
MCM
501
MAI Capital Management
Ohio
$701K -$148 -2 -0%
FG
502
Fiduciary Group
Georgia
$700K +$1.84K +25 +0.3%
IFWM
503
Institute for Wealth Management
Colorado
$700K +$30.5K +414 +5%
SSW
504
Smith Shellnut Wilson
Mississippi
$695K
IRF
505
IBM Retirement Fund
New York
$691K -$461K -6,248 -40%
HFM
506
Harvest Fund Management
China
$683K +$429K +5,819 +176%
EGA
507
E&G Advisors
Texas
$670K
DT
508
Diversified Trust
Tennessee
$667K -$99.7K -1,351 -13%
YCM
509
Yousif Capital Management
Michigan
$660K +$654K +8,860 New
SWM
510
Segment Wealth Management
Texas
$659K -$44.3K -600 -6%
PWP
511
Principle Wealth Partners
Connecticut
$659K
IIM
512
Intact Investment Management
Quebec, Canada
$656K -$162K -2,200 -20%
APA
513
American Portfolios Advisors
New York
$643K -$184K -2,496 -22%
CCM
514
Corsair Capital Management
New York
$635K -$27.7K -375 -4%
PFC
515
Phocas Financial Corp
California
$633K +$25.8K +350 +4%
SG
516
Stonnington Group
California
$631K +$81.2K +1,100 +14%
MA
517
Mutual Advisors
Nebraska
$630K +$51.6K +700 +9%
TC
518
TownSquare Capital
Utah
$625K +$619K +8,389 New
WS
519
Wedbush Securities
California
$622K -$34.8K -472 -5%
FMBTD
520
First Midwest Bank Trust Division
Illinois
$621K +$232K +3,150 +61%
FWP
521
Firethorn Wealth Partners
Georgia
$611K +$605K +8,198 New
FFM
522
Forum Financial Management
Illinois
$598K
IIC
523
Integrated Investment Consultants
Michigan
$586K +$161K +2,182 +38%
MTWM
524
Masso Torrence Wealth Management
New Jersey
$581K +$575K +7,794 New
ASN
525
Advisory Services Network
Georgia
$578K +$41.8K +567 +8%

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.