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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
GT
426
Glenmede Trust
Pennsylvania
$1.34M +$420K +6,202 +63%
CWM
427
CIBC World Markets
New York
$1.33M +$1.08M +16,018 New
IWM
428
IHT Wealth Management
Illinois
$1.3M -$68.9K -1,018 -6%
TMAM
429
Tokio Marine Asset Management
Japan
$1.29M +$40.2K +593 +4%
LSA
430
Lansing Street Advisors
Pennsylvania
$1.29M +$1.05M +15,560 New
JWCA
431
J.W. Cole Advisors
Florida
$1.28M +$83K +1,226 +9%
BS
432
Banco Santander
Spain
$1.28M -$218K -3,224 -17%
GEM
433
Global Endowment Management
North Carolina
$1.26M -$551K -8,131 -35%
MML Investors Services
434
MML Investors Services
Massachusetts
$1.25M +$72.2K +1,066 +8%
VanEck Associates
435
VanEck Associates
New York
$1.25M +$194K +2,871 +24%
RGI
436
River Global Investors
United Kingdom
$1.23M -$8.8K -130 -0.9%
YLHM
437
Yelin Lapidot Holdings Management
Israel
$1.23M
EFS
438
Essex Financial Services
Connecticut
$1.22M -$20.3K -300 -2%
WKWM
439
Walter & Keenan Wealth Management
Indiana
$1.21M
USGIU
440
U.S. Global Investors (USGI)
Texas
$1.21M +$985K +14,550 New
GC
441
Gilbert & Cook
Iowa
$1.2M +$53.6K +792 +6%
FNBSF
442
First National Bank Sioux Falls
South Dakota
$1.16M
LFAS
443
Level Four Advisory Services
Texas
$1.15M -$201K -2,962 -18%
PAG
444
Private Advisor Group
New Jersey
$1.15M +$17.7K +262 +2%
BBVA
445
Banco Bilbao Vizcaya Argentaria
Spain
$1.14M -$231K -3,410 -20%
CIA
446
Choate Investment Advisors
Massachusetts
$1.14M
GIM
447
Guardian Investment Management
California
$1.12M
DPAM
448
Degroof Petercam Asset Management
Belgium
$1.12M +$914K +13,500 New
CB
449
Commerce Bank
Missouri
$1.12M +$1.35K +20 +0.1%
ACA
450
Atlas Capital Advisors
Wyoming
$1.11M +$791K +11,676 +667%

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.