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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
Allspring Global Investments
651
Allspring Global Investments
North Carolina
$364K +$293K +4,332 +6,564%
NA
652
NewEdge Advisors
Louisiana
$362K +$27.4K +404 +10%
SAG
653
SageView Advisory Group
California
$357K +$275K +4,063 New
KA
654
Kovack Advisors
Florida
$357K -$15.5K -229 -5%
BCM
655
BlueCrest Capital Management
Jersey
$356K +$291K +4,300 New
CGH
656
Crossmark Global Holdings
Texas
$355K +$25.3K +374 +10%
CIA
657
Concurrent Investment Advisors
Florida
$351K +$287K +4,236 New
BHCM
658
Boulder Hill Capital Management
New York
$348K +$284K +4,200 New
MA
659
MONECO Advisors
Connecticut
$347K
AWM
660
Axxcess Wealth Management
California
$346K +$283K +4,182 New
FSA
661
Fort Sheridan Advisors
Illinois
$346K +$6.97K +103 +3%
PPWP
662
Premier Path Wealth Partners
New Jersey
$345K +$282K +4,165 New
WPW
663
Watershed Private Wealth
Illinois
$344K
CSPIA
664
Cary Street Partners Investment Advisory
Virginia
$343K +$211K +3,116 +306%
EI
665
Ethic Inc
New York
$337K -$265K -3,913 -49%
ESB
666
Essex Savings Bank
Connecticut
$336K +$275K +4,057 New
VVP
667
Venture Visionary Partners
Ohio
$335K -$13.5K -199 -5%
HCM
668
Hodges Capital Management
Texas
$332K +$339 +5 +0.1%
KAM
669
Knightsbridge Asset Management
California
$331K +$4.13K +61 +2%
OA
670
Operose Advisors
Wisconsin
$325K
TWM
671
Tradition Wealth Management
Minnesota
$324K
ECG
672
Edge Capital Group
Georgia
$323K
MAS
673
Meeder Advisory Services
Ohio
$319K +$261K +3,850 New
AL
674
ADE LLC
Maryland
$315K
MIS
675
Morningstar Investment Services
Illinois
$315K +$255K +3,768 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.