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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
CSI
401
Cross Staff Investments
New York
$1.62M +$8.8K +130 +0.7%
Pathstone Holdings
402
Pathstone Holdings
New Jersey
$1.61M +$1.32M +19,451 New
PA
403
Pinnacle Associates
New York
$1.61M -$4.27K -63 -0.3%
RCM
404
Riverpark Capital Management
New York
$1.59M -$139K -2,051 -10%
SFFS
405
Stonehage Fleming Financial Services
Jersey
$1.56M -$1.6M -23,603 -56%
SM
406
Sciencast Management
New Jersey
$1.56M +$674K +9,959 +113%
SPIO
407
Seven Post Investment Office
California
$1.55M
OIS
408
Okabena Investment Services
Minnesota
$1.51M -$715K -10,563 -37%
VIM
409
Vinva Investment Management
Australia
$1.51M +$442K +6,521 +56%
AAM
410
AR Asset Management
California
$1.49M
Mercer Global Advisors
411
Mercer Global Advisors
Colorado
$1.46M +$218K +3,226 +22%
Bessemer Group
412
Bessemer Group
New Jersey
$1.46M -$116K -1,719 -9%
RJT
413
Raymond James Trust
Florida
$1.45M -$123K -1,820 -9%
NCM
414
Next Capital Management
New York
$1.45M
WS
415
Wedbush Securities
California
$1.44M +$17.5K +259 +2%
FSA
416
Franklin Street Advisors
North Carolina
$1.44M
TI
417
Tidal Investments
Wisconsin
$1.43M +$427K +6,303 +57%
HHGC
418
Hunting Hill Global Capital
New York
$1.43M +$1.17M +17,221 New
SAA
419
Southeast Asset Advisors
Georgia
$1.42M
LP
420
LB Partners
Virginia
$1.42M +$1.16M +17,100 New
BBA
421
Baader Bank Aktiengesellschaft
Germany
$1.39M +$158K +2,334 +16%
Baird Financial Group
422
Baird Financial Group
Wisconsin
$1.38M -$55.6K -821 -5%
DC
423
Dantai Capital
Hong Kong
$1.37M +$1.12M +16,535 New
AI
424
AXS Investments
New York
$1.36M +$1.12M +16,471 New
DS
425
DRW Securities
Illinois
$1.34M +$197K +2,909 +22%

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.