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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
Mirae Asset Global Investments
351
Mirae Asset Global Investments
South Korea
$2.43M -$20.5K -303 -1%
ESBC
352
E.S. Barr & Co
Kentucky
$2.41M -$13.5K -200 -0.7%
TRCT
353
Tower Research Capital (TRC)
New York
$2.41M -$553K -8,164 -22%
SPIA
354
Steward Partners Investment Advisory
New York
$2.34M +$10.8K +160 +0.6%
RL
355
Retireful LLC
Michigan
$2.34M -$2.22M -32,797 -54%
TWC
356
TD Waterhouse Canada
Ontario, Canada
$2.31M -$172K -2,538 -8%
JF
357
Jump Financial
Illinois
$2.31M +$794K +11,725 +73%
HSA
358
HBK Sorce Advisory
Pennsylvania
$2.31M -$260K -3,845 -12%
AIM
359
Aigen Investment Management
New York
$2.26M +$1.85M +27,336 New
RG
360
Rathbones Group
United Kingdom
$2.26M -$262K -3,865 -12%
SIA
361
Sit Investment Associates
Minnesota
$2.24M +$1.83M +27,075 New
William Blair & Company
362
William Blair & Company
Illinois
$2.21M +$75.6K +1,116 +4%
Teacher Retirement System of Texas
363
Teacher Retirement System of Texas
Texas
$2.19M -$1.38M -20,373 -44%
GAM
364
Gotham Asset Management
New York
$2.18M -$52.2K -771 -3%
BAM
365
Byrne Asset Management
New Jersey
$2.18M +$1.77M +26,191 New
BCM
366
Bayesian Capital Management
New York
$2.17M -$2.77M -40,950 -61%
WB
367
WesBanco Bank
West Virginia
$2.16M +$24.4K +360 +1%
RFC
368
Regions Financial Corp
Alabama
$2.16M -$163K -2,400 -8%
MCM
369
McKinley Capital Management
Alaska
$2.15M +$17.4K +257 +1%
M&T Bank
370
M&T Bank
New York
$2.12M +$481K +7,107 +38%
ICG
371
InterOcean Capital Group
Tennessee
$2.08M -$192K -2,833 -10%
FFO
372
Fortitude Family Office
Arizona
$2.08M +$1.7M +25,054 New
PCP
373
Pacific Capital Partners
$2.07M -$2.2M -32,500 -57%
PA
374
Procyon Advisors
Connecticut
$2.05M +$113K +1,669 +7%
BA
375
Bridgewater Associates
Connecticut
$2.02M

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.