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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
TU
176
TDAM USA
Ontario, Canada
$12M -$450K -6,103 -4%
FC
177
Full18 Capital
Connecticut
$11.7M -$7.54M -102,178 -41%
ECM
178
ExodusPoint Capital Management
New York
$11.7M -$31.4M -425,252 -73%
ERSOT
179
Employees Retirement System of Texas
Texas
$11.7M
MCM
180
Maltese Capital Management
New York
$11.5M -$922K -12,500 -7%
PCM
181
PenderFund Capital Management
British Columbia, Canada
$11.5M -$3.95M -53,500 -30%
ASRS
182
Arizona State Retirement System
Arizona
$10.6M -$301K -4,077 -3%
AAF
183
Andra AP-fonden
Sweden
$10.6M +$29.5K +400 +0.3%
NFC
184
Northeast Financial Consultants
Connecticut
$10.2M
PCM
185
Palisade Capital Management
New Jersey
$10.1M
AGC
186
Angelo Gordon & Co
New York
$10.1M
HSBC Holdings
187
HSBC Holdings
United Kingdom
$10M -$3.01M -40,779 -23%
Handelsbanken Fonder
188
Handelsbanken Fonder
Sweden
$9.95M -$772K -10,462 -7%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$9.85M +$1.52M +20,669 +19%
ACM
190
Alpha Capital Management
Texas
$9.75M -$270K -3,654 -3%
UIM
191
USS Investment Management
United Kingdom
$9.73M
SAM
192
Shell Asset Management
Netherlands
$9.58M -$550K -7,452 -5%
Mitsubishi UFJ Asset Management
193
Mitsubishi UFJ Asset Management
Japan
$9.41M +$799K +10,830 +9%
PA
194
Perennial Advisors
New York
$9.35M +$14.3K +194 +0.2%
BMM
195
Buffington Mohr McNeal
Idaho
$9.13M +$225K +3,051 +3%
SI
196
Stephens Inc
Arkansas
$9.04M +$334K +4,525 +4%
Cambridge Investment Research Advisors
197
Cambridge Investment Research Advisors
Iowa
$8.96M +$192K +2,608 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
198
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.93M +$8.81M +119,400 +23,184%
CCM
199
Chickasaw Capital Management
Tennessee
$8.81M -$338K -4,575 -4%
WAM
200
Wolverine Asset Management
Illinois
$8.73M -$3.21M -43,456 -27%

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.