We are live on ! Find out more
KKR icon

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
AS
801
Altshuler Shaham
Israel
$7K -$45.7K -619 -87%
MIM
802
Macroview Investment Management
Maryland
$7K
WWM
803
Wolff Wiese Magana
California
$7K +$1.33K +18 +22%
MTIC
804
Missouri Trust & Investment Company
Missouri
$7K +$7.38K +100 New
QCG
805
Quadrant Capital Group
Ohio
$6K -$738 -10 -10%
BAM
806
Bellevue Asset Management
Washington
$6K -$221 -3 -4%
SSB
807
Sandy Spring Bank
Maryland
$6K
PFBT
808
Parkside Financial Bank & Trust
Missouri
$6K +$1.03K +14 +18%
HI
809
Harbour Investments
Wisconsin
$5K -$42.7K -579 -89%
CA
810
Clearstead Advisors
Ohio
$5K -$3.98K -54 -44%
GWS
811
Glassman Wealth Services
Virginia
$5K +$2.8K +38 +152%
BFC
812
Bedel Financial Consulting
Indiana
$5K +$5.16K +70 New
FMP
813
Financial Management Professionals
Texas
$4K
Jones Financial Companies
814
Jones Financial Companies
Missouri
$4K +$3.54K +48 New
JWA
815
JFS Wealth Advisors
Pennsylvania
$4K +$3.62K +49 New
CCM
816
Covington Capital Management
California
$4K +$4.43K +60 New
CCM
817
Cribstone Capital Management
Maine
$3K
VCM
818
Versant Capital Management
Arizona
$3K
C
819
Covestor
United Kingdom
$3K +$2.51K +34 New
TWP
820
TFO Wealth Partners
Ohio
$3K +$2.95K +40 New
KA
821
Kozak & Associates
Colorado
$3K +$3.54K +48 New
LC
822
Lindbrook Capital
California
$2K -$10.3K -140 -85%
SC
823
Schubert & Co
Texas
$2K +$2.07K +28 New
CAC
824
Core Alternative Capital
Georgia
$2K +$2.14K +29 New
SWA
825
Sutton Wealth Advisors
Florida
$1.56K +$1.55K +21 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.