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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
RA
376
RiverPark Advisors
New York
$2.01M -$285K -4,206 -15%
Thrivent Financial for Lutherans
377
Thrivent Financial for Lutherans
Minnesota
$2.01M +$1.64M +24,208 New
CCA
378
Checchi Capital Advisers
California
$1.99M -$46.7K -690 -3%
KACA
379
Kayne Anderson Capital Advisors
California
$1.96M -$1.6M -23,600 -50%
PS
380
Principal Securities
Iowa
$1.95M +$1.6M +23,572 New
FFH
381
Fairfax Financial Holdings
Ontario, Canada
$1.95M -$846K -12,500 -35%
SFI
382
Siemens Fonds Invest
Germany
$1.88M +$761K +11,236 +98%
UAS
383
United Asset Strategies
New York
$1.83M +$1.49M +22,074 New
BCA
384
Bray Capital Advisors
Florida
$1.82M
WA
385
Waverly Advisors
Alabama
$1.81M +$1.48M +21,876 New
IAN
386
Integrated Advisors Network
Texas
$1.81M -$56.7K -837 -4%
Two Sigma Investments
387
Two Sigma Investments
New York
$1.81M +$1.48M +21,800 New
CA
388
Clearstead Advisors
Ohio
$1.77M -$1.44M -21,341 -50%
CIBC Asset Management
389
CIBC Asset Management
Ontario, Canada
$1.77M -$98.5K -1,455 -6%
TAF
390
Tredje AP-fonden
Sweden
$1.75M -$1.83M -27,005 -56%
BSG
391
Black Swift Group
Colorado
$1.74M +$1.42M +21,000 New
EDRH
392
Edmond de Rothschild Holding
Switzerland
$1.73M +$60K +886 +4%
Kovitz Investment Group Partners
393
Kovitz Investment Group Partners
Illinois
$1.72M -$72.8K -1,075 -5%
OFG
394
Oxford Financial Group
Indiana
$1.7M
PP
395
Prudential plc
United Kingdom
$1.69M -$3.05K -45 -0.2%
MWM
396
Mission Wealth Management
California
$1.67M +$1.49K +22 +0.1%
LDB
397
Lee, Danner & Bass
Tennessee
$1.63M
MIM
398
MetLife Investment Management
New Jersey
$1.63M +$14.1K +208 +1%
BRWA
399
B. Riley Wealth Advisors
Florida
$1.62M -$12.6K -186 -0.9%
MNBTD
400
Moody National Bank Trust Division
Texas
$1.62M +$462K +6,818 +54%

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.