KKR & Co
749 hedge funds and large institutions have $27.2B invested in KKR & Co in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 288 increasing their positions, 206 reducing their positions, and 48 closing their positions.
104% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 48
40% more repeat investments, than reductions
Existing positions increased: 288 | Existing positions reduced: 206
12% more call options, than puts
Call options by funds: $134M | Put options by funds: $119M
6% more funds holding
Funds holding: 707 → 749 (+42)
4% more funds holding in top 10
Funds holding in top 10: 26 → 27 (+1)
2% more capital invested
Capital invested by funds: $26.6B → $27.2B (+$559M)
0.6% less ownership
Funds ownership: 77.22% → 76.62% (-0.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$374M |
| 2 |
Millennium Management
New York
|
+$107M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$102M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$73M |
| 5 |
Holocene Advisors
New York
|
+$72.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$529M |
| 2 |
VH
ValueAct Holdings
San Francisco,
California
|
-$199M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$190M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$93.2M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$69.2M |
KKR Hedge Fund Activity: Q3 2021 in Review
749 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q3 2021, worth a combined $27.2B — up 2.1% from $26.6B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new KKR positions and 48 closed out — a net gain of 50 holders — while 288 added to existing stakes and 206 trimmed.
The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $374M. The largest seller was Vanguard Group, cutting an estimated $529M.
- 749 institutional investors held KKR & Co (KKR) as of Q3 2021, up from 707 in Q2 2021.
- Funds reported $27.2B of KKR & Co stock for Q3 2021, up 2.1% quarter-over-quarter.
- 98 funds opened new KKR & Co positions in Q3 2021 and 48 closed out, a net change of +50 holders.
- The largest KKR & Co buyer in Q3 2021 was Massachusetts Financial Services, an estimated $374M added.
- The largest KKR & Co seller in Q3 2021 was Vanguard Group, an estimated $529M sold.
Based on aggregated 13F filings for Q3 2021.