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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
Fidelity International
101
Fidelity International
Bermuda
$37.4M +$6.09M +82,523 +20%
PCM
102
Palestra Capital Management
New York
$37.2M +$36.8M +499,440 New
DnB Asset Management
103
DnB Asset Management
Norway
$34.1M +$21.3M +288,750 +171%
CAM
104
Camden Asset Management
California
$32.7M +$7.64M +103,500 +31%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$32M -$794K -10,762 -2%
Bank of Nova Scotia
106
Bank of Nova Scotia
Ontario, Canada
$31.6M +$27.8M +376,729 +787%
Canada Life
107
Canada Life
Manitoba, Canada
$31M +$1.26M +17,040 +4%
RhumbLine Advisers
108
RhumbLine Advisers
Massachusetts
$30.6M +$1.17M +15,805 +4%
Two Sigma Investments
109
Two Sigma Investments
New York
$30.1M +$2.16M +29,228 +8%
UCFA
110
United Capital Financial Advisors
Texas
$29.5M -$383K -5,186 -1%
GI
111
GAMCO Investors
Connecticut
$28.6M -$1.17M -15,900 -4%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$28.3M +$1.15M +15,632 +4%
PAMS
113
Pictet Asset Management (Switzerland)
Switzerland
$26.3M -$1.32M -17,903 -5%
Capital Fund Management (CFM)
114
Capital Fund Management (CFM)
France
$26.3M +$18.4M +249,089 +240%
Stifel Financial
115
Stifel Financial
Missouri
$25.7M -$4.16M -56,424 -14%
JCM
116
Jag Capital Management
Missouri
$25.5M +$25.2M +341,700 New
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.4M -$562K -7,615 -2%
IAM
118
Iridian Asset Management
Connecticut
$24.6M -$48.4M -655,622 -67%
Nomura Asset Management
119
Nomura Asset Management
Japan
$24.4M +$4.48M +60,744 +23%
LPL Financial
120
LPL Financial
California
$23.4M +$2.56M +34,705 +12%
BCIM
121
British Columbia Investment Management
British Columbia, Canada
$23M -$337K -4,565 -1%
JHA
122
Jackson Hill Advisors
Texas
$23M +$22.8M +309,000 New
BG
123
Bollard Group
Massachusetts
$22.9M +$43.4K +588 +0.2%
State of New Jersey Common Pension Fund D
124
State of New Jersey Common Pension Fund D
New Jersey
$22.7M +$96.3K +1,305 +0.4%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$22.1M -$624K -8,463 -3%

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.