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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
Point72 Asset Management
126
Point72 Asset Management
Connecticut
$22.1M +$14.5M +196,200 +196%
Rafferty Asset Management
127
Rafferty Asset Management
New York
$21.9M +$1.95M +26,367 +10%
CW
128
Connectus Wealth
Ohio
$21.3M +$21.1M +286,333 New
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$21.2M +$669K +9,072 +3%
AllianceBernstein
130
AllianceBernstein
Tennessee
$20.7M -$8.12K -110 -0%
Mitsubishi UFJ Trust & Banking
131
Mitsubishi UFJ Trust & Banking
Japan
$20.3M -$1.2M -16,312 -6%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$20.1M +$10.4M +141,597 +111%
WI
133
Wafra Inc
New York
$19.9M
RA
134
RiverPark Advisors
New York
$19.6M -$10.5M -142,891 -35%
Man Group
135
Man Group
United Kingdom
$19.5M -$1.54M -20,907 -7%
PWP
136
Perfromance Wealth Partners
Illinois
$19.2M +$19.1M +258,380 New
WPEP
137
Walnut Private Equity Partners
Nebraska
$19.1M -$10.6M -144,066 -36%
Korea Investment Corp
138
Korea Investment Corp
South Korea
$18.6M +$3.71M +50,300 +25%
BCM
139
BlueCrest Capital Management
Jersey
$18.6M +$15.3M +207,172 +491%
OC
140
Oppenheimer & Co
New York
$18.5M -$1.09M -14,794 -6%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$18.5M -$905K -12,272 -5%
Asset Management One
142
Asset Management One
Japan
$18.1M +$389K +5,277 +2%
GFI
143
Global Frontier Investments
South Carolina
$18M +$10.4M +141,000 +141%
M2MC
144
Matthew 25 Management Corp
Pennsylvania
$17.9M -$2.36M -32,000 -12%
GJIC
145
Gamble Jones Investment Counsel
California
$17.9M +$324K +4,387 +2%
Ensign Peak Advisors
146
Ensign Peak Advisors
Utah
$17.9M +$16.9M +228,845 +2,122%
AIMCA
147
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.8M -$738K -10,000 -4%
SAM
148
Storebrand Asset Management
Norway
$17.5M +$3.27M +44,383 +23%
TC
149
TwinBeech Capital
New York
$17M +$10M +135,711 +146%
GEM
150
Global Endowment Management
North Carolina
$16.4M -$690K -9,351 -4%

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.