We are live on ! Find out more
KKR icon

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
SWM
476
Spire Wealth Management
Virginia
$948K +$1.9K +28 +0.2%
DLA
477
Douglas Lane & Associates
New York
$945K -$156K -2,300 -17%
ZIMP
478
Zimmermann Investment Management & Planning
Pennsylvania
$939K +$157K +2,324 +26%
MGP
479
Metis Global Partners
California
$935K -$111K -1,633 -13%
SCM
480
Silvant Capital Management
Georgia
$932K -$6.57K -97 -0.9%
JEST
481
JTC Employer Solutions Trustee
Jersey
$930K
GIS
482
Grayhawk Investment Strategies
Alberta, Canada
$926K +$757K +11,174 New
Assenagon Asset Management
483
Assenagon Asset Management
Luxembourg
$924K -$25.6M -377,597 -97%
DCM
484
Driehaus Capital Management
Illinois
$916K +$497K +7,341 +197%
SW
485
SVB Wealth
Massachusetts
$914K +$1.29K +19 +0.2%
TWM
486
Trueblood Wealth Management
Ohio
$903K +$738K +10,900 New
AGWCA
487
Annis Gardner Whiting Capital Advisors
Florida
$895K +$80.9K +1,195 +12%
CWM
488
Chemistry Wealth Management
New York
$895K
NYLIM
489
New York Life Investment Management
New York
$895K +$80.2K +1,184 +12%
KIA
490
Kraematon Investment Advisors
Massachusetts
$891K -$122K -1,807 -14%
IMRF
491
Illinois Municipal Retirement Fund
Illinois
$891K +$728K +10,757 New
ZF
492
Zhang Financial
Michigan
$884K -$12.9K -190 -2%
BFS
493
Bradley Foster & Sargent
Connecticut
$881K +$26.2K +387 +4%
MCM
494
MAI Capital Management
Ohio
$876K +$18.1K +267 +3%
DC
495
Davenport & Co
Virginia
$876K +$337K +4,975 +89%
TG
496
TCW Group
California
$875K +$709K +10,474 New
LNC
497
Lincoln National Corp
Pennsylvania
$872K +$18.6K +274 +3%
PAM
498
Paradigm Asset Management
New York
$866K
WAP
499
Wealthcare Advisory Partners
Pennsylvania
$858K +$5.08K +75 +0.7%
CW
500
Connectus Wealth
Ohio
$853K +$697K +10,289 New

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.