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KKR & Co

919 hedge funds and large institutions have $42.2B invested in KKR & Co in 2023 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 277 increasing their positions, 317 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 54

35% more capital invested

Capital invested by funds: $31.2B → $42.2B (+$11B)

23% more call options, than puts

Call options by funds: $388M | Put options by funds: $316M

16% more funds holding

Funds holding: 795919 (+124)

11% more funds holding in top 10

Funds holding in top 10: 4550 (+5)

0.25% more ownership

Funds ownership: 57.29%57.53% (+0.25%)

13% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 317

Holders
919
Holders Change
+124
Holders Change %
+15.6%
% of All Funds
13.4%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.73%
New
190
Increased
277
Reduced
317
Closed
54
Calls
$388M
Puts
$316M
Net Calls
+$71.5M
Net Calls Change
-$77.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JSP
226
Jackson Square Partners
California
$7.38M -$721K -10,647 -11%
HFS
227
Hantz Financial Services
Michigan
$7.24M -$1.72M -25,414 -23%
TYCC
228
Texas Yale Capital Corp
Florida
$7.12M
VC
229
Voss Capital
Texas
$7.04M -$16.6M -245,000 -74%
CCM
230
Campbell Capital Management
Florida
$6.94M +$5.67M +83,752 New
TSWM
231
Triangle Securities Wealth Management
North Carolina
$6.86M -$43.6K -644 -0.8%
FCI
232
Financial Counselors Inc
Kansas
$6.71M -$15.6K -230 -0.3%
Truist Financial
233
Truist Financial
North Carolina
$6.65M +$75.4K +1,114 +1%
CTI
234
Community Trust & Investment
Kentucky
$6.62M +$5.41M +79,847 New
OWP
235
Old Well Partners
North Carolina
$6.6M -$308K -4,550 -5%
Capital Fund Management (CFM)
236
Capital Fund Management (CFM)
France
$6.56M +$5.36M +79,222 New
Russell Investments Group
237
Russell Investments Group
United Kingdom
$6.5M +$1.79M +26,431 +51%
BNP Paribas Asset Management
238
BNP Paribas Asset Management
France
$6.47M +$2.71M +40,019 +105%
CGIM
239
Capital Group Investment Management
Singapore
$6.42M -$7.4M -109,342 -59%
BCI
240
Brinker Capital Investments
Pennsylvania
$6.42M -$282K -4,167 -5%
OPS
241
Orion Portfolio Solutions
Nebraska
$6.42M -$282K -4,167 -5%
Public Sector Pension Investment Board (PSP Investments)
242
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.36M +$111K +1,632 +2%
BAMF
243
BI Asset Management Fondsmaeglerselskab
Denmark
$6.33M +$586K +8,658 +13%
MA
244
Menlo Advisors
California
$6.26M -$81.9K -1,210 -2%
PCM
245
PenderFund Capital Management
British Columbia, Canada
$6.26M -$951K -14,040 -20%
SIAP
246
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.24M -$59.9K -884 -1%
Toronto Dominion Bank
247
Toronto Dominion Bank
Ontario, Canada
$6.23M -$2.48M -36,697 -33%
IAM
248
Iridian Asset Management
Connecticut
$6.1M -$422K -6,239 -8%
AssetMark Inc
249
AssetMark Inc
California
$6.04M -$18.2K -269 -0.4%
ACM
250
Aquatic Capital Management
Illinois
$6.02M +$4.92M +72,700 New

KKR Hedge Fund Activity: Q4 2023 in Review

919 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q4 2023, worth a combined $42.2B — up 35% from $31.2B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new KKR positions and 54 closed out — a net gain of 136 holders — while 277 added to existing stakes and 317 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $754M. The largest seller was Harris Associates, cutting an estimated $417M.

  • 919 institutional investors held KKR & Co (KKR) as of Q4 2023, up from 795 in Q3 2023.
  • Funds reported $42.2B of KKR & Co stock for Q4 2023, up 35% quarter-over-quarter.
  • 190 funds opened new KKR & Co positions in Q4 2023 and 54 closed out, a net change of +136 holders.
  • The largest KKR & Co buyer in Q4 2023 was Wellington Management Group, an estimated $754M added.
  • The largest KKR & Co seller in Q4 2023 was Harris Associates, an estimated $417M sold.

Based on aggregated 13F filings for Q4 2023.