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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
IIC
576
Integrated Investment Consultants
Michigan
$549K +$122K +1,801 +37%
VA
577
Vident Advisory
Georgia
$549K +$213K +3,148 +91%
CGIM
578
Cannon Global Investment Management
Florida
$547K -$521K -7,700 -54%
DI
579
Diligent Investors
California
$546K -$20.2K -299 -4%
WF
580
Welch & Forbes
Massachusetts
$543K
MYAM
581
Meiji Yasuda Asset Management
Japan
$539K -$14.2K -210 -3%
PWP
582
Principle Wealth Partners
Connecticut
$539K
ASN
583
Advisory Services Network
Georgia
$538K -$26.9K -397 -6%
NSG
584
Nalls Sherbakoff Group
Tennessee
$526K
FA
585
Fountainhead AM
New Jersey
$517K -$101K -1,494 -19%
QWP
586
Quotient Wealth Partners
Texas
$513K +$420K +6,196 New
AWM
587
Apollon Wealth Management
South Carolina
$509K +$162K +2,387 +63%
LSAG
588
Lake Street Advisors Group
New Hampshire
$508K +$415K +6,132 New
CG
589
Cutler Group
California
$507K +$219K +3,239 +112%
AWA
590
Arete Wealth Advisors
Illinois
$504K -$88.3K -1,304 -18%
Wolverine Trading
591
Wolverine Trading
Illinois
$502K -$561K -8,288 -58%
BCWM
592
Bartlett & Co Wealth Management
Ohio
$501K -$20.3K -300 -5%
BC
593
Bartlett & Co
Ohio
$501K -$20.3K -300 -5%
ONB
594
Old National Bancorp
Indiana
$500K -$56.2K -830 -12%
S
595
SignatureFD
Georgia
$500K +$47.7K +705 +13%
Lazard Asset Management
596
Lazard Asset Management
New York
$497K
CIC
597
Carnegie Investment Counsel
Ohio
$494K +$68 +1 +0%
SCP
598
Stamos Capital Partners
California
$490K -$737K -10,880 -65%
HAG
599
HighPoint Advisor Group
Illinois
$489K +$328K +4,851 New
AA
600
Auxano Advisors
Washington
$488K +$399K +5,895 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.