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KKR & Co

658 hedge funds and large institutions have $22.2B invested in KKR & Co in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 209 increasing their positions, 209 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 45

20% more capital invested

Capital invested by funds: $18.5B → $22.2B (+$3.73B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

8% more funds holding

Funds holding: 610658 (+48)

0% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 209

0.83% less ownership

Funds ownership: 79.67%78.83% (-0.83%)

22% less call options, than puts

Call options by funds: $44.6M | Put options by funds: $56.9M

Holders
658
Holders Change
+48
Holders Change %
+7.87%
% of All Funds
11.55%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.42%
New
97
Increased
209
Reduced
209
Closed
45
Calls
$44.6M
Puts
$56.9M
Net Calls
-$12.3M
Net Calls Change
+$45M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.39B +$59.9M +1,339,424 +3%
BlackRock
2
BlackRock
New York
$1.66B +$81.4M +1,819,079 +6%
VH
3
ValueAct Holdings
California
$1.54B -$289M -6,465,328 -17%
Capital International Investors
4
Capital International Investors
California
$1.23B +$115M +2,574,446 +11%
VVP
5
Vulcan Value Partners
Alabama
$1.18B -$40.1M -897,014 -4%
Principal Financial Group
6
Principal Financial Group
Iowa
$1.17B +$1.33M +29,711 +0.1%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$946M -$3.64M -81,419 -0.4%
ACM
8
AKRE Capital Management
Virginia
$720M +$330K +7,376 +0.1%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$614M +$24M +537,220 +4%
Invesco
10
Invesco
Georgia
$509M -$140M -3,118,026 -23%
State Street
11
State Street
Massachusetts
$482M +$5.1M +113,928 +1%
ECU
12
Egerton Capital (UK)
United Kingdom
$356M -$9.27M -207,222 -3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$326M -$14M -313,908 -4%
Legal & General Group
14
Legal & General Group
United Kingdom
$315M -$1.43M -31,985 -0.5%
First Manhattan
15
First Manhattan
New York
$311M +$1.59M +35,532 +0.6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$310M +$27.8M +621,780 +11%
Capital World Investors
17
Capital World Investors
California
$291M +$267M +5,966,611 New
Morgan Stanley
18
Morgan Stanley
New York
$264M +$40.4M +903,560 +20%
Norges Bank
19
Norges Bank
Norway
$254M +$9.48M +211,949 +4%
KKRC
20
Kohlberg Kravis Roberts & Co
New York
$228M
JSP
21
Jackson Square Partners
California
$224M -$211M -4,717,365 -51%
Deutsche Bank
22
Deutsche Bank
Germany
$212M +$173M +3,870,260 +827%
Northern Trust
23
Northern Trust
Illinois
$208M +$2.99M +66,852 +2%
Harris Associates
24
Harris Associates
Illinois
$206M +$53.4M +1,194,177 +40%
Bank of America
25
Bank of America
North Carolina
$205M +$17.7M +396,461 +10%

KKR Hedge Fund Activity: Q1 2021 in Review

658 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q1 2021, worth a combined $22.2B — up 20% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new KKR positions and 45 closed out — a net gain of 52 holders — while 209 added to existing stakes and 209 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $267M. The largest seller was ValueAct Holdings, cutting an estimated $289M.

  • 658 institutional investors held KKR & Co (KKR) as of Q1 2021, up from 610 in Q4 2020.
  • Funds reported $22.2B of KKR & Co stock for Q1 2021, up 20% quarter-over-quarter.
  • 97 funds opened new KKR & Co positions in Q1 2021 and 45 closed out, a net change of +52 holders.
  • The largest KKR & Co buyer in Q1 2021 was Capital World Investors, an estimated $267M added.
  • The largest KKR & Co seller in Q1 2021 was ValueAct Holdings, an estimated $289M sold.

Based on aggregated 13F filings for Q1 2021.