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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
FMN
676
Financial Management Network
California
$236K +$235K +3,180 New
CG
677
Caprock Group
Idaho
$235K -$14.8K -200 -6%
SFG
678
Sovereign Financial Group
Connecticut
$235K +$233K +3,155 New
NB
679
Northwest Bancshares
Pennsylvania
$231K +$229K +3,100 New
PGFC
680
Peapack-Gladstone Financial Corp
New Jersey
$227K +$225K +3,043 New
HCP
681
Hexagon Capital Partners
Arkansas
$226K -$8.12K -110 -4%
AIP
682
Almanack Investment Partners
Pennsylvania
$226K +$224K +3,031 New
MYIA
683
Mount Yale Investment Advisors
Colorado
$226K +$224K +3,036 New
USCWA
684
U.S. Capital Wealth Advisors
Texas
$224K -$369K -5,000 -63%
FA
685
Fortis Advisors
Pennsylvania
$224K
AC
686
Apella Capital
Connecticut
$224K +$221K +3,000 New
HVP
687
Hudson Value Partners
Florida
$224K +$221K +3,000 New
IP
688
Intellectus Partners
California
$224K +$221K +3,000 New
IAMOG
689
Investors Asset Management of Georgia
Georgia
$224K +$221K +3,000 New
SIM
690
Stratos Investment Management
Ohio
$224K +$221K +3,000 New
MFS
691
Mirabella Financial Services
United Kingdom
$223K -$423K -5,727 -66%
TFA
692
Triad Financial Advisors
North Carolina
$216K +$214K +2,900 New
MA
693
MUFG Americas
New York
$215K
XT
694
XTX Topco
Cayman Islands
$212K +$210K +2,850 New
KFGK
695
Keystone Financial Group (Kentucky)
Kentucky
$210K +$208K +2,823 New
DY
696
Dowling & Yahnke
California
$209K +$207K +2,800 New
Carson Wealth (CWM LLC)
697
Carson Wealth (CWM LLC)
Nebraska
$208K +$206K +2,794 New
CA
698
Cetera Advisors
Colorado
$207K +$205K +2,772 New
BC
699
Bridgefront Capital
Texas
$206K +$204K +2,768 New
SAS
700
Stelac Advisory Services
New York
$205K -$751K -10,175 -79%

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.