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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
AQR Capital Management
551
AQR Capital Management
Connecticut
$625K +$25.1K +371 +5%
MFS
552
Mirabella Financial Services
United Kingdom
$625K -$2.36M -34,799 -82%
PA
553
Parallel Advisors
California
$621K +$2.64K +39 +0.5%
MGWM
554
Marks Group Wealth Management
Minnesota
$620K +$9.89K +146 +2%
OAM
555
Oxford Asset Management
United Kingdom
$618K +$505K +7,458 New
SFA
556
Sequoia Financial Advisors
Ohio
$601K +$37K +547 +8%
Carson Wealth (CWM LLC)
557
Carson Wealth (CWM LLC)
Nebraska
$598K -$24.7K -365 -5%
Simplex Trading
558
Simplex Trading
Illinois
$594K +$486K +7,176 New
FFO
559
Fiduciary Family Office
Florida
$593K +$485K +7,157 New
MSAM
560
Moloney Securities Asset Management
Missouri
$592K +$68 +1 +0%
OWP
561
Obermeyer Wealth Partners
Colorado
$587K
FFN
562
Focus Financial Network
Minnesota
$582K +$476K +7,028 New
GSEP
563
Golden State Equity Partners
California
$580K -$8.46K -125 -2%
CI
564
Cigna Investments
Connecticut
$580K +$13K +192 +3%
LW
565
Linscomb Wealth
Texas
$580K -$34.9K -515 -7%
ICM
566
Ionic Capital Management
New York
$580K +$474K +7,000 New
GAM
567
Guinness Asset Management
United Kingdom
$577K -$41K -606 -8%
DIA
568
Dana Investment Advisors
Wisconsin
$574K +$11.6K +171 +3%
BC
569
Bridgefront Capital
Texas
$571K +$467K +6,896 New
AIG
570
American International Group
New York
$570K +$474 +7 +0.1%
NW
571
NewEdge Wealth
Pennsylvania
$568K +$29.1K +430 +7%
VWA
572
Visionary Wealth Advisors
Illinois
$556K -$27.1K -400 -6%
FFA
573
Farther Finance Advisors
California
$553K +$41.6K +615 +10%
LA
574
LBP AM
France
$552K
HWM
575
HB Wealth Management
Georgia
$550K +$40.2K +594 +10%

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.