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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
KFS
651
Kaizen Financial Strategies
California
$273K +$516 +7 +0.2%
RFA
652
Resurgent Financial Advisors
Georgia
$273K +$271K +3,670 New
TC
653
TAGStone Capital
North Carolina
$273K +$271K +3,671 New
LSA
654
Leonteq Securities AG
Switzerland
$271K -$61K -827 -19%
CCP
655
Corient Capital Partners
California
$271K +$268K +3,630 New
HC
656
Henshaw Capital
Massachusetts
$266K +$263K +3,565 New
Manulife (Manufacturers Life Insurance)
657
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$265K +$1.96M +26,565 +0.8%
CNBTD
658
Citizens National Bank Trust Department
Mississippi
$265K +$262K +3,555 New
EWA
659
EP Wealth Advisors
California
$264K -$1.7K -23 -0.6%
NFSG
660
Newbridge Financial Services Group
Florida
$262K -$9.81K -133 -4%
TI
661
Tidal Investments
Wisconsin
$262K +$259K +3,513 New
5L
662
55I LLC
Massachusetts
$258K -$12.3K -167 -5%
BL
663
Balentine LLC
Georgia
$254K +$252K +3,413 New
CHA
664
Carmichael Hill & Associates
Maryland
$253K +$7.82K +106 +3%
RWB
665
RMR Wealth Builders
New Jersey
$250K +$443 +6 +0.2%
WPWM
666
Western Pacific Wealth Management
Illinois
$249K +$247K +3,346 New
FBT
667
First Bank & Trust
South Dakota
$247K +$7.82K +106 +3%
KCM
668
Kathmere Capital Management
Pennsylvania
$246K -$443 -6 -0.2%
HWM
669
HB Wealth Management
Georgia
$246K +$243K +3,298 New
SF
670
Summit Financial
New Jersey
$246K
PL
671
Pluribus Labs
California
$245K +$243K +3,293 New
QT
672
Quantamental Technologies
New York
$238K -$166K -2,244 -41%
WHG
673
Westwood Holdings Group
Texas
$238K +$236K +3,196 New
ARC
674
Advisor Resource Council
Texas
$238K +$236K +3,200 New
PAS
675
Park Avenue Securities
New York
$237K +$235K +3,181 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.