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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
RIA
701
Realta Investment Advisors
Delaware
$205K +$203K +2,756 New
AWS
702
AJ Wealth Strategies
New York
$205K +$203K +2,758 New
SAM
703
Silvercrest Asset Management
New York
$204K +$202K +2,741 New
MCWA
704
Meadow Creek Wealth Advisors
Georgia
$202K +$200K +2,714 New
EWM
705
Evercore Wealth Management
New York
$200K +$198K +2,681 New
TFM
706
TFC Financial Management
Massachusetts
$190K
PCM
707
Penserra Capital Management
California
$186K +$36.9K +500 +25%
Bessemer Group
708
Bessemer Group
New Jersey
$175K -$14.5K -196 -8%
EBA
709
Eagle Bay Advisors
New York
$171K -$199K -2,700 -54%
Fifth Third Bancorp
710
Fifth Third Bancorp
Ohio
$170K +$47.7K +647 +40%
SWM
711
Scissortail Wealth Management
Oklahoma
$158K +$157K +2,124 New
CWP
712
Concord Wealth Partners
Virginia
$155K +$11.1K +150 +8%
EWM
713
Edge Wealth Management
New York
$142K
GWSG
714
GPS Wealth Strategies Group
Colorado
$141K +$369 +5 +0.3%
QC
715
Quent Capital
New York
$136K +$134K +1,821 New
CAL
716
Capital Analysts LLC
Pennsylvania
$131K -$54.3K -736 -30%
PFGIA
717
Patriot Financial Group Insurance Agency
Massachusetts
$130K -$91.9K -1,245 -42%
TVWM
718
Tower View Wealth Management
Wisconsin
$130K -$18.4K -250 -13%
BWL
719
Bogart Wealth LLC
Virginia
$127K
MWC
720
MBM Wealth Consultants
Missouri
$126K -$111K -1,500 -47%
MA
721
Montag & Associates
Georgia
$125K
FHA
722
First Horizon Advisors
Tennessee
$125K +$82.3K +1,116 +197%
AF
723
Arrow Financial
New York
$124K
AP
724
Arlington Partners
Alabama
$122K
HI
725
Hoey Investments
Pennsylvania
$117K

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.