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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
EGA
201
Evermore Global Advisors
New Jersey
$8.73M -$1.19M -16,150 -12%
CCM
202
Cinctive Capital Management
New York
$8.7M +$852K +11,546 +11%
Daiwa Securities Group
203
Daiwa Securities Group
Japan
$8.65M +$6.7M +90,805 +359%
VC
204
Voss Capital
Texas
$8.57M -$1.12M -15,200 -12%
SCM
205
SOL Capital Management
Maryland
$8.56M -$129K -1,750 -2%
MCP
206
Mirador Capital Partners
California
$8.54M +$337K +4,561 +4%
MSE
207
MUFG Securities EMEA
United Kingdom
$8.53M -$19.4M -263,000 -70%
EGM
208
Engineers Gate Manager
New York
$8.48M +$4.46M +60,418 +113%
IUHSA
209
Itau Unibanco Holding S.A.
Brazil
$8.41M +$1.35M +18,363 +20%
COLIM
210
City of London Investment Management
United Kingdom
$8.37M
IMRF
211
Illinois Municipal Retirement Fund
Illinois
$8.34M +$985K +13,350 +14%
Osaic Holdings
212
Osaic Holdings
Arizona
$8.27M +$2.14M +28,977 +35%
Commonwealth Equity Services
213
Commonwealth Equity Services
Massachusetts
$8.02M -$168K -2,272 -2%
Prudential Financial
214
Prudential Financial
New Jersey
$7.86M -$3.87M -52,398 -35%
MA
215
Menlo Advisors
California
$7.85M -$496K -6,725 -6%
Toronto Dominion Bank
216
Toronto Dominion Bank
Ontario, Canada
$7.83M +$2.06M +27,909 +36%
JI
217
Jeereddi Investments
California
$7.83M -$620K -8,404 -7%
SLAM
218
Swiss Life Asset Management
$7.59M
Mariner
219
Mariner
Kansas
$7.53M +$5.46M +74,044 +274%
SIC
220
Schwartz Investment Counsel
Michigan
$7.51M -$7.38M -100,000 -50%
URS
221
Utah Retirement Systems
Utah
$7.51M +$14.8K +200 +0.2%
OPERF
222
Oregon Public Employees Retirement Fund
Oregon
$7.21M -$1.38M -18,757 -16%
AA
223
ALPS Advisors
Colorado
$6.88M -$880K -11,927 -11%
Victory Capital Management
224
Victory Capital Management
Texas
$6.78M -$686K -9,297 -9%
PCM
225
Poehling Capital Management
Wisconsin
$6.73M -$192K -2,602 -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.