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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
VPIM
626
Vanguard Personalized Indexing Management
California
$401K -$86.1K -1,272 -21%
9WM
627
9258 Wealth Management
Ohio
$400K +$68 +1 +0%
TW
628
TrinityPoint Wealth
Connecticut
$399K +$1.76K +26 +0.5%
PFS
629
Prospera Financial Services
Texas
$399K -$8.94K -132 -3%
EAM
630
Eschler Asset Management
United Kingdom
$399K
DSC
631
Duncker Streett & Co
Missouri
$398K
FCCM
632
First City Capital Management
Georgia
$394K
IC
633
IEQ Capital
California
$390K -$40.7K -601 -11%
FC
634
Fusion Capital
South Carolina
$389K +$745 +11 +0.2%
AFS
635
Aft Forsyth & Sober
Florida
$389K
AWA
636
Arkadios Wealth Advisors
Georgia
$387K +$18.1K +267 +6%
OIA
637
OneDigital Investment Advisors
Kansas
$382K +$312K +4,615 New
RFN
638
RDA Financial Network
Iowa
$382K +$2.84K +42 +0.9%
LSA
639
Leonteq Securities AG
Switzerland
$378K -$25.3K -374 -8%
CW
640
CIC Wealth
Maryland
$377K +$308K +4,555 New
FM
641
Family Management
New York
$376K -$99.2K -1,465 -24%
CWM
642
Calamos Wealth Management
Illinois
$375K -$7.31K -108 -2%
GC
643
Guggenheim Capital
Illinois
$375K -$310K -4,571 -50%
GA
644
Gateway Advisory
New Jersey
$373K
SDWMA
645
Schneider Downs Wealth Management Advisors
Pennsylvania
$373K
BIM
646
Baldwin Investment Management
Pennsylvania
$373K +$305K +4,500 New
RFA
647
Register Financial Advisors
Georgia
$368K +$203 +3 +0.1%
CCA
648
Clearwater Capital Advisors
Illinois
$366K -$29K -429 -9%
STA
649
Summit Trail Advisors
New York
$365K +$25.3K +374 +9%
UM
650
UniSuper Management
Australia
$365K

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.