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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
ACH
276
ArrowMark Colorado Holdings
Colorado
$4.51M
FMI
277
F/M Investments
District of Columbia
$4.5M -$1.23M -18,200 -25%
JCP
278
Jennifer C. Price
$4.5M -$1.23M -18,200 -25%
BCPE
279
Bain Capital Public Equity
Massachusetts
$4.41M +$3.6M +53,187 New
WW
280
Waterfront Wealth
Kansas
$4.32M
MSRPS
281
Maryland State Retirement & Pension System
Maryland
$4.28M +$156K +2,311 +5%
EMPI
282
Elo Mutual Pension Insurance
Finland
$4.16M -$24.7K -365 -0.7%
TA
283
Teton Advisors
New York
$4.14M -$711K -10,500 -17%
JWM
284
Jessup Wealth Management
Ohio
$4.12M -$3.32M -49,104 -50%
GIBU
285
Gulf International Bank (UK)
United Kingdom
$4.09M -$408K -6,019 -11%
Franklin Resources
286
Franklin Resources
California
$4.06M -$65.2M -962,534 -95%
CAM
287
Cacti Asset Management
Georgia
$4.01M -$67.7K -1,000 -2%
Acadian Asset Management
288
Acadian Asset Management
Massachusetts
$4M +$2.71M +40,006 +480%
SM
289
Samjo Management
New York
$3.98M +$3.26M +48,075 New
CAPTRUST Financial Advisors
290
CAPTRUST Financial Advisors
North Carolina
$3.97M -$142K -2,092 -4%
QCM
291
Qsemble Capital Management
New York
$3.96M +$3.24M +47,844 New
QC
292
Quadrature Capital
United Kingdom
$3.93M +$3.21M +47,456 New
SMDAM
293
Sumitomo Mitsui DS Asset Management
Japan
$3.89M -$126K -1,864 -4%
AA
294
ALPS Advisors
Colorado
$3.87M -$274K -4,050 -8%
VF
295
Virtu Financial
New York
$3.85M +$2.04M +30,173 +185%
Swedbank
296
Swedbank
Sweden
$3.76M
PFPT
297
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.73M +$203 +3 +0%
SCA
298
STALEY CAPITAL ADVISERS
Pennsylvania
$3.73M
Walleye Capital
299
Walleye Capital
New York
$3.72M +$3.04M +44,951 New
CIBC Private Wealth Group
300
CIBC Private Wealth Group
Georgia
$3.69M -$13.8K -204 -0.5%

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.