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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
LCP
76
LGT Capital Partners
Switzerland
$57M -$14.4M -195,000 -20%
SO
77
STRS Ohio
Ohio
$54.8M -$16.8M -227,321 -24%
EG
78
Enstar Group
Bermuda
$54.6M
National Pension Service
79
National Pension Service
South Korea
$53M -$4.17M -56,558 -7%
UBS Group
80
UBS Group
Switzerland
$52.5M -$19.7M -267,508 -28%
PPA
81
Parametric Portfolio Associates
Washington
$50.5M +$5.84M +79,165 +13%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$49.5M +$625K +8,478 +1%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$49.2M -$13.7M -185,427 -22%
1832 Asset Management
84
1832 Asset Management
Ontario, Canada
$48.7M -$944K -12,801 -2%
PCMF
85
Private Capital Management (Florida)
Florida
$46.7M -$6.26M -84,783 -12%
BGIM
86
Brandywine Global Investment Management
Pennsylvania
$45.9M +$126K +1,703 +0.3%
MIH
87
Meitav Investment House
Israel
$44.9M -$5.66M -76,700 -11%
American Century Companies
88
American Century Companies
Missouri
$44M +$39.8M +539,294 +1,052%
Holocene Advisors
89
Holocene Advisors
New York
$43.7M -$172M -2,330,350 -80%
Citadel Advisors
90
Citadel Advisors
Florida
$42.7M -$67.4M -912,883 -61%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$42.1M +$3.55M +48,085 +9%
Wellington Management Group
92
Wellington Management Group
Massachusetts
$41.9M -$21.6M -292,801 -34%
First Trust Advisors
93
First Trust Advisors
Illinois
$41M -$4.49M -60,923 -10%
SH
94
SeaTown Holdings
Singapore
$40.9M -$5.16M -70,000 -11%
Citigroup
95
Citigroup
New York
$40.8M +$3.81M +51,672 +10%
AWM
96
Arbor Wealth Management
Florida
$40.2M -$257K -3,490 -0.6%
CI
97
Cambiar Investors
Colorado
$39.5M -$868K -11,763 -2%
KBC Group
98
KBC Group
Belgium
$38.8M +$10.2M +137,766 +36%
Skandinaviska Enskilda Banken (SEB)
99
Skandinaviska Enskilda Banken (SEB)
Sweden
$38M +$19.3M +262,069 +106%
N
100
Natixis
France
$37.6M +$17.9M +242,184 +92%

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.