We are live on ! Find out more
KKR icon

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
OA
601
Operose Advisors
Wisconsin
$373K +$369K +5,000 New
DILIC
602
Dai-ichi Life Insurance Company
Japan
$371K
MOS
603
MGO One Seven
Ohio
$367K +$104K +1,406 +40%
AAP
604
Arax Advisory Partners
Colorado
$366K -$5.31K -72 -1%
WP
605
WealthPLAN Partners
Nebraska
$366K -$2.8K -38 -0.7%
SP
606
Symmetry Partners
Connecticut
$366K
KM
607
Kalos Management
Georgia
$361K +$25.1K +340 +8%
V
608
Veritable
Delaware
$360K +$14.8K +201 +4%
AMC
609
Asset Management Corp
Illinois
$359K +$369 +5 +0.1%
VAS
610
Vestmark Advisory Solutions
Massachusetts
$359K +$355K +4,814 New
KIA
611
KCM Investment Advisors
California
$358K
PG
612
Patten Group
Tennessee
$357K +$885 +12 +0.3%
TW
613
TrinityPoint Wealth
Connecticut
$356K
9WM
614
9258 Wealth Management
Ohio
$354K -$148 -2 -0%
ACP
615
Aviance Capital Partners
Florida
$351K
AssetMark Inc
616
AssetMark Inc
California
$350K +$326K +4,414 +1,560%
AFS
617
Aft Forsyth & Sober
Florida
$350K +$347K +4,700 New
ESCM
618
Echo Street Capital Management
New York
$346K -$701K -9,496 -67%
BAS
619
Brown Advisory Securities
Maryland
$344K -$118K -1,599 -26%
SC
620
Scotia Capital
Ontario, Canada
$342K +$3.1K +42 +0.9%
LWM
621
Laidlaw Wealth Management
New York
$339K +$42.1K +571 +14%
FCCM
622
First City Capital Management
Georgia
$337K +$3.76K +51 +1%
FANJ
623
Financial Architects (New Jersey)
New Jersey
$333K +$32.1K +435 +11%
KA
624
Kovack Advisors
Florida
$329K +$15.1K +205 +5%
PPW
625
Pinnacle Private Wealth
Massachusetts
$328K +$324K +4,398 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.