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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
PCM
626
Prelude Capital Management
New York
$328K +$325K +4,409 New
ECM
627
Evergreen Capital Management
Washington
$327K +$516 +7 +0.2%
CP
628
CenterBook Partners
Connecticut
$316K +$313K +4,244 New
TCM
629
Teza Capital Management
Illinois
$314K +$311K +4,216 New
CCG
630
Cypress Capital Group
Florida
$314K +$311K +4,218 New
FPAS
631
Focus Partners Advisor Solutions
Missouri
$312K +$308K +4,177 New
AC
632
ASB Consultores
Florida
$310K +$307K +4,163 New
MWM
633
Modera Wealth Management
New Jersey
$309K +$306K +4,149 New
SS
634
Sunbelt Securities
Texas
$305K -$44.3K -600 -12%
PFS
635
Prospera Financial Services
Texas
$304K -$7M -94,875 -96%
PA
636
Profund Advisors
Maryland
$304K -$7.67K -104 -2%
CA
637
Cornerstone Advisory
Maryland
$304K +$301K +4,075 New
CI
638
Cigna Investments
Connecticut
$300K -$6.27K -85 -2%
EN1L
639
Engine No 1 LLC
California
$298K +$295K +4,004 New
VVP
640
Venture Visionary Partners
Ohio
$296K
MFA
641
Mayflower Financial Advisors
Massachusetts
$295K +$29.9K +405 +11%
AWA
642
Arkadios Wealth Advisors
Georgia
$290K +$69.1K +936 +32%
MA
643
MONECO Advisors
Connecticut
$288K
AP
644
Appleton Partners
Massachusetts
$285K
AL
645
ADE LLC
Maryland
$284K
AG
646
AIA Group
Hong Kong
$283K +$281K +3,802 New
GT
647
Glenmede Trust
Pennsylvania
$282K +$280K +3,799 New
LFAS
648
Level Four Advisory Services
Texas
$280K -$44.8K -607 -14%
AG
649
Ascent Group
Virginia
$278K +$311K +4,221 New
LS
650
Livforsakringsbolaget Skandia
Sweden
$276K -$207K -2,800 -43%

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.