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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
CT
726
Caldwell Trust
Florida
$114K
HIA
727
Harbor Investment Advisory
Maryland
$113K
SCA
728
Sandy Cove Advisors
Massachusetts
$112K +$111K +1,500 New
CF
729
Centaurus Financial
California
$101K -$60.2K -816 -38%
PCG
730
Private Capital Group
Connecticut
$100K +$1.33K +18 +1%
FF
731
FourThought Financial
Florida
$88K +$34.5K +467 +65%
PCTC
732
Perkins Coie Trust Company
Washington
$86K -$44.1K -598 -34%
PMFA
733
Plante Moran Financial Advisors
Michigan
$82K -$94.7K -1,284 -54%
GWM
734
Geneos Wealth Management
Colorado
$82K
WTC
735
WhitTier Trust Company
Nevada
$82K
FWM
736
Focused Wealth Management
New York
$79K
SFM
737
Signet Financial Management
New Jersey
$79K +$78.1K +1,059 New
Nomura Holdings
738
Nomura Holdings
Japan
$75K -$809K -10,969 -92%
Loomis, Sayles & Company
739
Loomis, Sayles & Company
Massachusetts
$75K -$98.5K -1,335 -57%
DAM
740
Delta Asset Management
Tennessee
$75K
SWM
741
Selective Wealth Management
Virginia
$75K
SC
742
Settian Capital
New York
$75K +$73.8K +1,000 New
TCOV
743
Trust Company of Vermont
Vermont
$75K +$73.8K +1,000 New
CFA
744
Carroll Financial Associates
North Carolina
$74K -$10K -136 -12%
MHR
745
Matthew Hamilton Rosenberg
$74K +$5.9K +80 +9%
WTA
746
Washington Trust Advisors
Massachusetts
$73K +$71.9K +974 New
TFGT
747
TS Financial Group (TSFG)
Illinois
$69K +$74 +1 +0.1%
KTC
748
Kistler-Tiffany Companies
Pennsylvania
$68K
Simplex Trading
749
Simplex Trading
Illinois
$65K +$43.7K +592 +207%
Pacer Advisors
750
Pacer Advisors
Pennsylvania
$63K +$62.3K +845 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.