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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
CIS
876
Capital International Sarl
California
-$210K -3,455 Closed
PA
877
PFG Advisors
Arizona
-$202K -3,326 Closed
NIM
878
NuWave Investment Management
New Jersey
-$177K -2,902 Closed
DOA
879
D'Orazio & Associates
Virginia
-$142K -2,333 Closed
CPWM
880
Cypress Point Wealth Management
Texas
-$142K -2,325 Closed
BMD
881
Better Money Decisions
New Mexico
-$125K -2,061 Closed
WPA
882
West Paces Advisors
Georgia
-$122K -2,000 Closed
OSAM
883
O'Shaughnessy Asset Management
Connecticut
-$111K -1,818 Closed
ZB
884
Zions Bancorporation
Utah
-$61K -1,000 Closed
EW
885
Evoke Wealth
California
-$59K -972 Closed
JCM
886
Jacobi Capital Management
Pennsylvania
-$43K -714 Closed
HA
887
Herold Advisors
New York
-$30K -500 Closed
AWM
888
Activest Wealth Management
Florida
-$15K -247 Closed
ACM
889
Antonetti Capital Management
Florida
-$6K -100 Closed
SSC
890
Syverson Strege & Co
Iowa
-$6K -93 Closed
MAM
891
Meeder Asset Management
Ohio
-$5K -77 Closed
KIG
892
Kowal Investment Group
Wisconsin
-$5K -75 Closed
GPA
893
Guidance Point Advisors
Massachusetts
-$2K -35 Closed
TWA
894
TCI Wealth Advisors
Arizona
+$221 +3 +100%

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.