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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
GLA
551
Good Life Advisors
Pennsylvania
$472K +$56.5K +766 +14%
FH
552
FWG Holdings
Florida
$469K +$62.4K +846 +14%
MYAM
553
Meiji Yasuda Asset Management
Japan
$465K +$57.5K +780 +14%
SFI
554
Siemens Fonds Invest
Germany
$461K +$455K +6,172 New
DSC
555
Duncker Streett & Co
Missouri
$460K
FPA
556
First Pacific Advisors
California
$460K
RFN
557
RDA Financial Network
Iowa
$450K +$7.6K +103 +2%
GAM
558
Gotham Asset Management
New York
$449K -$101K -1,367 -18%
TMAM
559
Tokio Marine Asset Management
Japan
$448K +$47.6K +645 +12%
RCM
560
Regency Capital Management
Hawaii
$447K -$148K -2,000 -25%
FM
561
Family Management
New York
$447K
Lazard Asset Management
562
Lazard Asset Management
New York
$447K
NIM
563
Northeast Investment Management
Massachusetts
$447K
FAIM
564
Financial Advocates Investment Management
Washington
$447K +$5.53K +75 +1%
AIG
565
American International Group
New York
$445K -$16.4K -222 -4%
X
566
Xponance
Pennsylvania
$445K +$1.25K +17 +0.3%
TC
567
Telemus Capital
Michigan
$444K +$181K +2,455 +70%
LWAC
568
Laurel Wealth Advisors (California)
California
$443K +$14K +190 +3%
GA
569
Gateway Advisory
New Jersey
$441K
SW
570
SteelPeak Wealth
California
$438K +$74 +1 +0%
AFA
571
Arlington Financial Advisors
California
$437K
NAM
572
Nexpoint Asset Management
Texas
$437K
HCM
573
Hodges Capital Management
Texas
$435K +$443 +6 +0.1%
TCA
574
Transcend Capital Advisors
New Jersey
$430K +$4.43K +60 +1%
BDWM
575
Brewin Dolphin Wealth Management
Ireland
$425K

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.