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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
AAI
151
Aequim Alternative Investments
California
$16.4M +$16.2M +220,000 New
BMO
152
Beck Mack & Oliver
New York
$16.2M +$375K +5,080 +2%
SC
153
Sculptor Capital
New York
$16.1M -$6.01M -81,461 -27%
AHC
154
Adell Harriman & Carpenter
Texas
$15.7M +$916K +12,413 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
155
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.3M +$15.2M +205,700 New
Natixis Advisors
156
Natixis Advisors
Massachusetts
$15.3M +$3.7M +50,206 +32%
ACM
157
Aryeh Capital Management
Ontario, Canada
$15.1M +$1.88M +25,483 +14%
CIM
158
Caldwell Investment Management
Ontario, Canada
$15.1M +$14.8M +200,000 New
Treasurer of the State of North Carolina
159
Treasurer of the State of North Carolina
North Carolina
$15M +$98.1K +1,330 +0.7%
AIM
160
Artemis Investment Management
United Kingdom
$14.9M -$26.7M -361,568 -64%
CPM
161
Crescent Park Management
California
$14.6M +$70.8K +960 +0.5%
PWP
162
Private Wealth Partners
California
$14.5M -$1.62M -21,903 -10%
NSIM
163
North Star Investment Management
Illinois
$14.5M -$796K -10,789 -5%
Truist Financial
164
Truist Financial
North Carolina
$14.4M +$1.74M +23,537 +14%
JMPWA
165
JP Morgan Private Wealth Advisors
California
$13.8M -$4.69M -63,505 -26%
Aberdeen Group
166
Aberdeen Group
United Kingdom
$13.7M -$740K -10,024 -5%
ARS
167
Adirondack Retirement Specialists
New York
$13.6M -$1.14M -15,499 -8%
Aviva
168
Aviva
United Kingdom
$13.6M +$246K +3,333 +2%
FAF
169
Fjarde Ap-fonden
Sweden
$13.4M -$865K -11,719 -6%
LCS
170
Levin Capital Strategies
New York
$13.2M -$12.4M -168,288 -49%
CA
171
Capitolis Advisors
New York
$13.1M
FNBT
172
FineMark National Bank & Trust
Florida
$13M -$2.98M -40,447 -19%
Royal London Asset Management
173
Royal London Asset Management
United Kingdom
$12.9M +$244K +3,312 +2%
SEI Investments
174
SEI Investments
Pennsylvania
$12.8M -$2.16M -29,244 -15%
CCA
175
Covey Capital Advisors
Georgia
$12.7M -$1.26M -17,145 -9%

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.