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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
JFG
301
Jefferies Financial Group
New York
$3.63M +$2.96M +43,790 New
ORC
302
O'Rourke & Company
Massachusetts
$3.61M -$15.9K -235 -0.5%
MPA
303
Marvin & Palmer Associates
Delaware
$3.53M +$2.88M +42,580 New
CFMC
304
Curbstone Financial Management Corp
New Hampshire
$3.53M -$112K -1,650 -4%
Northwestern Mutual Wealth Management
305
Northwestern Mutual Wealth Management
Wisconsin
$3.51M +$608K +8,978 +27%
CAN
306
Cetera Advisor Networks
California
$3.47M +$229K +3,377 +9%
KHLMTHM
307
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.47M
Creative Planning
308
Creative Planning
Kansas
$3.42M +$365K +5,392 +15%
IA
309
IFP Advisors
Florida
$3.4M +$14.4K +213 +0.5%
RIL
310
Rothschild Investment LLC
Illinois
$3.4M
X
311
Xponance
Pennsylvania
$3.38M +$11.5K +170 +0.4%
Allianz Asset Management
312
Allianz Asset Management
Germany
$3.29M -$553K -8,173 -17%
Nordea Investment Management
313
Nordea Investment Management
Sweden
$3.24M +$9.01K +133 +0.3%
MFIM
314
Mesirow Financial Investment Management
Illinois
$3.16M +$2.58M +38,121 New
CAM
315
Close Asset Management
United Kingdom
$3M -$1.97M -29,042 -44%
KC
316
Kize Capital
New York
$3M -$14.7M -217,104 -86%
BFG
317
Bleakley Financial Group
New Jersey
$2.99M -$32.2K -476 -1%
SS
318
Simplicity Solutions
Minnesota
$2.99M -$32.2K -476 -1%
GWMI
319
Guardian Wealth Management (Illinois)
Illinois
$2.97M -$3.66K -54 -0.2%
SLAM
320
Swiss Life Asset Management
$2.96M +$26.6K +393 +1%
CAM
321
Cresset Asset Management
Illinois
$2.96M +$30.8K +455 +1%
AGA
322
Accuvest Global Advisors
Utah
$2.95M -$2.27M -33,599 -49%
AWM
323
Avitas Wealth Management
California
$2.92M +$27.5K +406 +1%
RA
324
Rational Advisors
New York
$2.9M -$2.27M -33,500 -49%
ST
325
Sabal Trust
Florida
$2.89M +$203 +3 +0%

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.