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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
PA
776
Parallel Advisors
California
$28K -$369 -5 -1%
EARNEST Partners
777
EARNEST Partners
Georgia
$27K
PB
778
Pinnacle Bancorp
Nebraska
$27K +$3.1K +42 +13%
WT
779
Washington Trust
Rhode Island
$27K +$19.1K +259 +264%
NFG
780
Next Financial Group
Texas
$23K +$1.4K +19 +6%
AA
781
AlphaMark Advisors
Kentucky
$22K
EWM
782
Endurance Wealth Management
Rhode Island
$22K
CCM
783
Chilton Capital Management
Texas
$22K +$22.1K +299 New
CT
784
Cambridge Trust
Massachusetts
$22K +$22.1K +300 New
PA
785
PSI Advisors
Florida
$21K
CFRPA
786
Castle Financial & Retirement Planning Associates
New Jersey
$20K +$22.6K +306 New
HPC
787
HM Payson & Co
Maine
$19K +$18.6K +252 New
BIA
788
Bell Investment Advisors
California
$18K +$3.91K +53 +28%
DFCM
789
Dark Forest Capital Management
Puerto Rico
$15K -$369 -5 -2%
CFD
790
Creative Financial Designs
Indiana
$15K
WB
791
Webster Bank
Connecticut
$15K
WT
792
Whittier Trust
California
$13K
SIS
793
Sound Income Strategies
Florida
$12K
CWM
794
Curi Wealth Management
North Carolina
$11K +$11.6K +157 New
ICM
795
Islay Capital Management
Texas
$9K
ETC
796
Exchange Traded Concepts
Oklahoma
$9K +$148 +2 +2%
HH
797
HWG Holdings
Texas
$9K +$8.63K +117 New
PAI
798
Pittenger & Anderson Inc
Nebraska
$9K +$9.22K +125 New
SC
799
SouthState Corp
Florida
$9K +$9.3K +126 New
RE
800
RBC Europe
United Kingdom
$8K -$56.4K -764 -87%

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.