KKR & Co
610 hedge funds and large institutions have $18.5B invested in KKR & Co in 2020 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 195 increasing their positions, 195 reducing their positions, and 36 closing their positions.
192% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 36
20% more capital invested
Capital invested by funds: $15.4B → $18.5B (+$3.07B)
12% more funds holding
Funds holding: 546 → 610 (+64)
0% more funds holding in top 10
Funds holding in top 10: 22 → 22 (0)
0% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 195
0.56% less ownership
Funds ownership: 80.23% → 79.67% (-0.56%)
44% less call options, than puts
Call options by funds: $72.7M | Put options by funds: $130M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$114M |
| 2 |
Morgan Stanley
New York
|
+$87.2M |
| 3 |
BlackRock
New York
|
+$55M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$49.4M |
| 5 |
Millennium Management
New York
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
-$263M |
| 2 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$83.8M |
| 3 |
MC
Maverick Capital
Dallas,
Texas
|
-$77.9M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$57.7M |
| 5 |
Alkeon Capital Management
New York
|
-$38.5M |
KKR Hedge Fund Activity: Q4 2020 in Review
610 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q4 2020, worth a combined $18.5B — up 20% from $15.4B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new KKR positions and 36 closed out — a net gain of 69 holders — while 195 added to existing stakes and 195 trimmed.
The largest buyer was Harris Associates, opening a new position worth an estimated $114M. The largest seller was ValueAct Holdings, cutting an estimated $263M.
- 610 institutional investors held KKR & Co (KKR) as of Q4 2020, up from 546 in Q3 2020.
- Funds reported $18.5B of KKR & Co stock for Q4 2020, up 20% quarter-over-quarter.
- 105 funds opened new KKR & Co positions in Q4 2020 and 36 closed out, a net change of +69 holders.
- The largest KKR & Co buyer in Q4 2020 was Harris Associates, an estimated $114M added.
- The largest KKR & Co seller in Q4 2020 was ValueAct Holdings, an estimated $263M sold.
Based on aggregated 13F filings for Q4 2020.