We are live on ! Find out more
KKR icon

KKR & Co

706 hedge funds and large institutions have $26.7B invested in KKR & Co in 2021 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 260 increasing their positions, 205 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 45

27% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 205

20% more capital invested

Capital invested by funds: $22.2B → $26.7B (+$4.46B)

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

7% more funds holding

Funds holding: 658706 (+48)

1.53% less ownership

Funds ownership: 78.83%77.3% (-1.5%)

17% less call options, than puts

Call options by funds: $78.5M | Put options by funds: $94.8M

Holders
706
Holders Change
+48
Holders Change %
+7.29%
% of All Funds
12.29%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
97
Increased
260
Reduced
205
Closed
45
Calls
$78.5M
Puts
$94.8M
Net Calls
-$16.3M
Net Calls Change
-$4.03M
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
576
Spotlight Asset Group
Illinois
$246K
CI
577
Cigna Investments
Connecticut
$243K -$2.22K -40 -1%
DA
578
Denali Advisors
California
$243K +$228K +4,100 New
VFA
579
Voya Financial Advisors
Connecticut
$242K -$1.23M -22,126 -85%
MA
580
MONECO Advisors
Connecticut
$240K +$225K +4,055 New
FANJ
581
Financial Architects (New Jersey)
New Jersey
$239K +$224K +4,039 New
ARC
582
Advisor Resource Council
Texas
$237K +$222K +4,000 New
AAP
583
Arax Advisory Partners
Colorado
$237K +$222K +4,002 New
CWG
584
Cornerstone Wealth Group
North Carolina
$235K +$5K +90 +2%
VVP
585
Venture Visionary Partners
Ohio
$235K +$221K +3,976 New
TSS
586
Two Sigma Securities
New York
$231K -$5.19M -93,568 -96%
BIM
587
Baldwin Investment Management
Pennsylvania
$231K -$37K -667 -15%
LWM
588
Laidlaw Wealth Management
New York
$231K +$216K +3,900 New
PFWA
589
Paces Ferry Wealth Advisors
Georgia
$230K +$215K +3,878 New
AP
590
Appleton Partners
Massachusetts
$227K +$212K +3,825 New
AL
591
ADE LLC
Maryland
$225K
NIM
592
Northeast Investment Management
Massachusetts
$219K -$76.4K -1,376 -27%
GWMIA
593
Global Wealth Management Investment Advisory
Florida
$216K +$64.1K +1,155 +46%
5L
594
55I LLC
Massachusetts
$215K +$201K +3,630 New
CLOS
595
Compagnie Lombard Odier SCmA
Switzerland
$214K +$201K +3,615 New
PGFC
596
Peapack-Gladstone Financial Corp
New Jersey
$212K +$199K +3,592 New
MFA
597
Mayflower Financial Advisors
Massachusetts
$210K +$196K +3,540 New
VAS
598
Vestmark Advisory Solutions
Massachusetts
$210K +$197K +3,548 New
MOS
599
MGO One Seven
Ohio
$207K +$194K +3,495 New
TC
600
Telemus Capital
Michigan
$207K +$194K +3,500 New

KKR Hedge Fund Activity: Q2 2021 in Review

706 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q2 2021, worth a combined $26.7B — up 20% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new KKR positions and 45 closed out — a net gain of 52 holders — while 260 added to existing stakes and 205 trimmed.

The largest buyer was Capital World Investors, adding an estimated $200M. The largest seller was Vanguard Group, cutting an estimated $422M.

  • 706 institutional investors held KKR & Co (KKR) as of Q2 2021, up from 658 in Q1 2021.
  • Funds reported $26.7B of KKR & Co stock for Q2 2021, up 20% quarter-over-quarter.
  • 97 funds opened new KKR & Co positions in Q2 2021 and 45 closed out, a net change of +52 holders.
  • The largest KKR & Co buyer in Q2 2021 was Capital World Investors, an estimated $200M added.
  • The largest KKR & Co seller in Q2 2021 was Vanguard Group, an estimated $422M sold.

Based on aggregated 13F filings for Q2 2021.