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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
TCA
601
Transcend Capital Advisors
New Jersey
$479K +$22.2K +328 +6%
SIC
602
Samalin Investment Counsel
New York
$479K -$6.09K -90 -2%
GLA
603
Good Life Advisors
Pennsylvania
$469K +$6.57K +97 +2%
FBT
604
First Bank & Trust
South Dakota
$469K +$51.5K +760 +16%
KIA
605
KCM Investment Advisors
California
$467K -$6.97K -103 -2%
EWA
606
EP Wealth Advisors
California
$466K +$102K +1,512 +37%
DM
607
Deerfield Management
New York
$465K +$380K +5,610 New
MFG
608
Merit Financial Group
Georgia
$462K +$378K +5,576 New
Lido Advisors
609
Lido Advisors
California
$462K +$13K +192 +4%
FCP
610
Fidelis Capital Partners
Florida
$460K +$84.6K +1,250 +29%
QCM
611
Quantinno Capital Management
New York
$458K +$137K +2,030 +58%
AFA
612
Arlington Financial Advisors
California
$453K -$27.1K -400 -7%
Axa
613
Axa
France
$452K +$369K +5,450 New
QCM
614
QRG Capital Management
Illinois
$447K +$2.17K +32 +0.6%
DWM
615
Dakota Wealth Management
Florida
$446K +$7.92K +117 +2%
BTWM
616
Baker Tilly Wealth Management
Wisconsin
$434K -$154K -2,271 -30%
FH
617
FWG Holdings
Florida
$429K +$5.96K +88 +2%
MWM
618
MGB Wealth Management
Texas
$423K +$345K +5,100 New
IFWM
619
Institute for Wealth Management
Colorado
$421K -$30.7K -453 -8%
HKAM
620
Horizon Kinetics Asset Management
New York
$419K
Nisa Investment Advisors
621
Nisa Investment Advisors
Missouri
$417K +$62K +915 +22%
FHA
622
First Horizon Advisors
Tennessee
$413K
DILIC
623
Dai-ichi Life Insurance Company
Japan
$412K -$1.69M -25,000 -83%
ICM
624
Islay Capital Management
Texas
$404K +$322K +4,756 +3,805%
EIA
625
Edgemoor Investment Advisors
Maryland
$401K

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.