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KKR & Co
KKR

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: 795 → 919 (+124)

11% more funds holding in top 10

Funds holding in top 10: 45 → 50 (+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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$754M
2
Millennium Management
Millennium Management
New York
+$315M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$281M
4
Morgan Stanley
Morgan Stanley
New York
+$263M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$117M

Top Sellers

Rank Fund Capital Flow
1
Harris Associates
Harris Associates
Illinois
-$417M
2
VH
ValueAct Holdings
California
-$370M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$262M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$180M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$142M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$407M +$45.4M +670,562 +16%
Winslow Capital Management
27
Winslow Capital Management
Minnesota
$344M +$281M +4,156,357 New
Citadel Advisors
28
Citadel Advisors
Florida
$323M -$14.9M -220,518 -5%
Northern Trust
29
Northern Trust
Illinois
$317M -$24.3M -359,539 -9%
VLKIM
30
Van Lanschot Kempen Investment Management
Netherlands
$289M – – –
Brown Advisory
31
Brown Advisory
Maryland
$274M -$1.02M -15,061 -0.5%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$232M +$29.9M +441,111 +19%
DCP
33
Darsana Capital Partners
New York
$215M -$94.8M -1,400,000 -35%
Holocene Advisors
34
Holocene Advisors
New York
$214M +$52.4M +773,686 +43%
N
35
Nuveen
North Carolina
$202M +$15.2M +224,099 +10%
JCM
36
Junto Capital Management
New York
$201M -$3.81M -56,237 -2%
Goldman Sachs
37
Goldman Sachs
New York
$198M +$10.2M +150,561 +7%
Charles Schwab
38
Charles Schwab
California
$185M +$6.96M +102,773 +5%
Macquarie Group
39
Macquarie Group
Australia
$167M +$27.8M +410,057 +26%
UBS AM
40
UBS AM
Illinois
$160M -$1.3M -19,234 -1%
CI Investments Inc
41
CI Investments Inc
Ontario, Canada
$160M -$20.5M -303,146 -14%
Jane Street
42
Jane Street
New York
$156M -$6.5M -96,020 -5%
Wells Fargo
43
Wells Fargo
California
$152M +$3.43M +50,695 +3%
Ameriprise
44
Ameriprise
Minnesota
$137M +$2.97M +43,794 +3%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$132M +$55M +811,828 +104%
MG
46
Markel Group
Virginia
$120M – – –
ClearBridge Investments
47
ClearBridge Investments
New York
$120M +$22.7M +334,645 +30%
Viking Global Investors
48
Viking Global Investors
Connecticut
$115M +$94M +1,388,521 New
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$115M +$93.5M +1,381,585 +28,196%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$114M -$3.11M -45,925 -3%
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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.