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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
BFA
501
Beaumont Financial Advisors
Massachusetts
$847K
CHAM
502
Clear Harbor Asset Management
Connecticut
$845K +$5.28K +78 +0.8%
RDWM
503
Red Door Wealth Management
Tennessee
$843K +$271 +4 +0%
BPA
504
Beacon Pointe Advisors
California
$841K -$94.5K -1,395 -12%
QI
505
Qtron Investments
Massachusetts
$839K
LCM
506
Laurion Capital Management
New York
$829K
AAM
507
Advisors Asset Management
Colorado
$828K +$677K +9,995 New
WWM
508
Western Wealth Management
Colorado
$826K -$53.2K -785 -7%
SDWIA
509
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$822K -$69.3K -1,024 -9%
EIP
510
Epoch Investment Partners
New York
$810K -$288K -4,257 -30%
RIM
511
RW Investment Management
Idaho
$806K
AIMCA
512
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$804K
YMRC
513
Yorktown Management & Research Company
Virginia
$804K
EH
514
Equitable Holdings
New York
$800K -$38.1K -563 -6%
AAS
515
Ameritas Advisory Services
Nebraska
$787K +$94.8K +1,400 +21%
MC
516
Moors & Cabot
Massachusetts
$785K -$117K -1,726 -15%
MC
517
Machina Capital
France
$784K +$641K +9,468 New
AM
518
AGF Management
Ontario, Canada
$780K +$13.2K +195 +2%
FMN
519
Financial Management Network
California
$778K -$7.92K -117 -1%
TC
520
TownSquare Capital
Utah
$761K -$1.05M -15,485 -63%
VCM
521
Virtue Capital Management
Tennessee
$756K +$629K +9,291 New
AWM
522
Aries Wealth Management
Maine
$751K
MA
523
Mutual Advisors
Nebraska
$745K +$5.08K +75 +0.8%
SAM
524
Sawgrass Asset Management
Florida
$734K +$28.5K +421 +5%
SWM
525
Segment Wealth Management
Texas
$733K

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.