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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
BlackRock
1
BlackRock
New York
$2.75B +$232M +3,149,918 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.46B +$11.8M +160,260 +0.5%
Capital International Investors
3
Capital International Investors
California
$2.13B +$99.7M +1,351,691 +5%
VH
4
ValueAct Holdings
California
$1.64B -$148M -2,000,000 -8%
Principal Financial Group
5
Principal Financial Group
Iowa
$1.58B -$55.4M -750,908 -3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.34B -$54.2M -734,012 -4%
ACM
7
AKRE Capital Management
Virginia
$1.1B +$46.6K +632 +0%
VVP
8
Vulcan Value Partners
Alabama
$1.01B -$369M -5,002,784 -27%
State Street
9
State Street
Massachusetts
$854M +$23.7M +321,239 +3%
Invesco
10
Invesco
Georgia
$839M +$74.5M +1,009,311 +10%
GQG Partners
11
GQG Partners
Florida
$784M +$776M +10,519,548 New
Capital World Investors
12
Capital World Investors
California
$736M +$133K +1,807 +0%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$694M -$116M -1,570,334 -14%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$636M +$191M +2,586,939 +43%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$533M +$19M +257,263 +4%
ECU
16
Egerton Capital (UK)
United Kingdom
$521M -$16.4M -222,134 -3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$515M +$940K +12,739 +0.2%
Bank of America
18
Bank of America
North Carolina
$502M +$88M +1,192,284 +21%
First Manhattan
19
First Manhattan
New York
$490M -$8.91M -120,799 -2%
Jennison Associates
20
Jennison Associates
New York
$452M +$423M +5,738,304 +1,716%
Legal & General Group
21
Legal & General Group
United Kingdom
$444M -$24.7M -334,693 -5%
Norges Bank
22
Norges Bank
Norway
$390M +$11M +148,763 +3%
Northern Trust
23
Northern Trust
Illinois
$313M -$8.23M -111,605 -3%
Harris Associates
24
Harris Associates
Illinois
$293M -$27.8M -377,272 -9%
Morgan Stanley
25
Morgan Stanley
New York
$247M -$31.8M -431,451 -11%

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.