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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
PCIA
526
Prime Capital Investment Advisors
Kansas
$729K +$596K +8,801 New
EGA
527
E&G Advisors
Texas
$723K +$8.53K +126 +1%
FG
528
Fiduciary Group
Georgia
$721K
GP
529
Gridiron Partners
Pennsylvania
$714K +$583K +8,617 New
Vontobel Holding
530
Vontobel Holding
Switzerland
$712K -$98.9K -1,460 -15%
FTDI
531
First Trust Direct Indexing
Massachusetts
$705K +$311K +4,595 +117%
SSW
532
Smith Shellnut Wilson
Mississippi
$705K
FFM
533
Forum Financial Management
Illinois
$700K +$88K +1,299 +18%
NIM
534
Northeast Investment Management
Massachusetts
$696K +$163K +2,400 +40%
SWS
535
SYSTM Wealth Solutions
Illinois
$687K -$11K -163 -2%
GWMIA
536
Global Wealth Management Investment Advisory
Florida
$682K -$144K -2,124 -21%
CCM
537
Corsair Capital Management
New York
$678K
SF
538
Synovus Financial
Georgia
$673K -$2.5K -37 -0.5%
KCPG
539
Kavar Capital Partners Group
Kansas
$666K +$272K +4,022 +100%
PSP
540
Principal Street Partners
Tennessee
$659K -$113K -1,667 -17%
YCM
541
Yousif Capital Management
Michigan
$657K +$23.2K +343 +5%
DT
542
Diversified Trust
Tennessee
$655K -$163K -2,406 -23%
SRC
543
Sage Rhino Capital
California
$655K
HMS
544
Hanseatic Management Services
New Mexico
$648K +$530K +7,827 New
FWP
545
Firethorn Wealth Partners
Georgia
$640K -$7.31K -108 -1%
Envestnet Portfolio Solutions
546
Envestnet Portfolio Solutions
Illinois
$637K +$48.8K +721 +10%
GI
547
GAMMA Investing
California
$632K +$494K +7,303 New
RIM
548
Redwood Investment Management
Arizona
$631K -$293K -4,324 -36%
EF
549
Empowered Funds
Pennsylvania
$631K +$56.4K +833 +12%
SWA
550
Stratos Wealth Advisors
Ohio
$626K +$677 +10 +0.1%

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.