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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
IMCOOI
451
Investment Management Corp of Ontario (IMCO)
Canada
$1.11M +$906K +13,384 New
FB
452
Fulton Bank
Pennsylvania
$1.11M -$104K -1,540 -10%
IAA
453
Independent Advisor Alliance
North Carolina
$1.1M -$67.6K -999 -7%
CWP
454
CFM Wealth Partners
Texas
$1.09M +$6.5K +96 +0.7%
KeyBank National Association
455
KeyBank National Association
Ohio
$1.09M -$59.2K -875 -6%
CIBC World Market
456
CIBC World Market
Ontario, Canada
$1.09M -$261K -3,858 -23%
HCA
457
Harbor Capital Advisors
Illinois
$1.08M -$3.45K -51 -0.4%
VI
458
Vestcor Inc
New Brunswick, Canada
$1.08M -$11.6K -171 -1%
Cetera Investment Advisers
459
Cetera Investment Advisers
Illinois
$1.07M +$20.4K +302 +2%
RSWM
460
Robertson Stephens Wealth Management
California
$1.07M +$9.95K +147 +1%
LNWWM
461
Laird Norton Wetherby Wealth Management
California
$1.05M +$15.2K +224 +2%
KPWS
462
Kestra Private Wealth Services
Texas
$1.04M +$6.16K +91 +0.7%
SCA
463
Snowden Capital Advisors
New York
$1.04M +$19.2K +284 +2%
PMG
464
ProVise Management Group
Florida
$1.03M
O
465
Ossiam
France
$1.03M -$696K -10,277 -45%
FPCG
466
Fort Pitt Capital Group
Pennsylvania
$1.02M +$1.83K +27 +0.2%
CAMG
467
CWA Asset Management Group
Florida
$1.02M +$7.72K +114 +0.9%
HT
468
Headlands Technologies
Illinois
$1M +$636K +9,399 +352%
JJBC
469
James J. Burns & Company
New York
$997K
EPA
470
Element Pointe Advisors
Florida
$994K -$23.4K -346 -3%
CWP
471
Curated Wealth Partners
California
$984K -$143K -2,115 -15%
Wealthfront Advisers
472
Wealthfront Advisers
California
$976K +$60K +886 +8%
CNBT
473
Canandaigua National Bank & Trust
New York
$975K -$11.5K -170 -1%
AWM
474
AE Wealth Management
Kansas
$967K -$211K -3,114 -22%
OSAM
475
O'Shaughnessy Asset Management
Connecticut
$959K +$190K +2,803 +32%

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.