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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
PCM
326
Poehling Capital Management
Wisconsin
$2.88M -$635K -9,372 -21%
US Bancorp
327
US Bancorp
Minnesota
$2.84M -$1.96K -29 -0.1%
KWA
328
Kingswood Wealth Advisors
California
$2.83M -$227K -3,348 -9%
RA
329
Royce & Associates
New York
$2.79M
SG Americas Securities
330
SG Americas Securities
New York
$2.73M +$1.69M +24,940 +312%
WMSA
331
Weiss Multi-Strategy Advisers
New York
$2.69M -$23.5M -346,480 -91%
CAL
332
Capital Analysts LLC
Pennsylvania
$2.68M -$209K -3,089 -9%
LFG
333
Larson Financial Group
Missouri
$2.67M -$102K -1,503 -4%
ISL
334
Ingalls & Snyder LLC
New York
$2.66M
MCM
335
Maltese Capital Management
New York
$2.63M +$2.15M +31,800 New
Wealth Enhancement Advisory Services
336
Wealth Enhancement Advisory Services
Minnesota
$2.63M +$639K +9,433 +42%
Mackenzie Financial
337
Mackenzie Financial
Ontario, Canada
$2.62M +$368K +5,441 +21%
QT
338
Quantbot Technologies
New York
$2.62M +$2.14M +31,611 New
COI
339
Connable Office Inc
Michigan
$2.61M -$4.74K -70 -0.2%
LCWP
340
Legacy Capital Wealth Partners
Arkansas
$2.58M -$836K -12,343 -28%
CPIG
341
Chicago Partners Investment Group
Illinois
$2.57M +$231K +3,417 +12%
BMSSC
342
B. Metzler seel. Sohn & Co
Germany
$2.56M +$498K +7,357 +31%
LI
343
Louisbourg Investments
New Brunswick, Canada
$2.56M +$2.54M +37,522 New
PCP
344
Proficio Capital Partners
Massachusetts
$2.53M +$1.63K +24 +0.1%
CP
345
CenterBook Partners
Connecticut
$2.52M +$1.11M +16,358 +116%
VMPIC
346
Varma Mutual Pension Insurance Co
Finland
$2.51M +$2.05M +30,300 New
Comerica Bank
347
Comerica Bank
Texas
$2.48M +$181K +2,674 +10%
IIM
348
INTECH Investment Management
Florida
$2.48M -$566K -8,353 -22%
AI
349
Atria Investments
North Carolina
$2.46M +$170K +2,510 +9%
TCM
350
Teza Capital Management
Illinois
$2.44M -$237K -3,507 -11%

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.