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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
Daiwa Securities Group
251
Daiwa Securities Group
Japan
$5.85M -$918K -13,555 -16%
OPCM
252
Osborne Partners Capital Management
California
$5.83M -$13.5K -200 -0.3%
RJFSA
253
Raymond James Financial Services Advisors
Florida
$5.77M +$2.06M +30,368 +77%
NAM
254
Nissay Asset Management
Japan
$5.5M -$47.9K -708 -1%
BCIM
255
British Columbia Investment Management
British Columbia, Canada
$5.48M +$763K +11,263 +21%
BIC
256
Beach Investment Counsel
Pennsylvania
$5.29M -$1.86M -27,400 -30%
SB
257
Strategic Blueprint
Georgia
$5.25M +$104K +1,531 +2%
HBCM
258
Heron Bay Capital Management
Michigan
$5.2M +$124K +1,829 +3%
Janus Henderson Group
259
Janus Henderson Group
United Kingdom
$5.16M -$474K -7,001 -10%
BMO
260
Beck Mack & Oliver
New York
$5.15M -$58.2K -860 -1%
AB
261
Amalgamated Bank
New York
$5.03M -$228K -3,374 -5%
DADC
262
D.A. Davidson & Co
Montana
$4.94M +$99.3K +1,467 +3%
AAF
263
Andra AP-fonden
Sweden
$4.92M +$1.6M +23,700 +66%
AGDI
264
Absolute Gestao de Investimentos
Brazil
$4.92M +$4.02M +59,374 New
KAS
265
Kestra Advisory Services
Texas
$4.84M -$223K -3,294 -5%
ECM
266
Engle Capital Management
Connecticut
$4.81M +$3.93M +58,000 New
CBA
267
Coastal Bridge Advisors
Connecticut
$4.78M -$154K -2,271 -4%
WorldQuant Millennium Advisors
268
WorldQuant Millennium Advisors
New York
$4.73M +$3.87M +57,090 New
AFCM
269
Alta Fox Capital Management
Texas
$4.68M
KBC Group
270
KBC Group
Belgium
$4.68M -$2.67M -39,413 -41%
SC
271
Sierra Capital
Florida
$4.63M
Schroder Investment Management Group
272
Schroder Investment Management Group
United Kingdom
$4.63M +$435K +6,419 +13%
GCIA
273
Gabelli & Co Investment Advisers
New York
$4.6M -$237K -3,500 -6%
GJCM
274
Grand Jean Capital Management
California
$4.52M +$81.3K +1,200 +2%
SWM
275
Sendero Wealth Management
Texas
$4.51M -$860K -12,706 -19%

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.