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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
UB
676
UMB Bank
Missouri
$315K
DGAM
677
Desjardins Global Asset Management
Quebec, Canada
$312K +$3.45K +51 +1%
TC
678
TAGStone Capital
North Carolina
$311K +$542 +8 +0.2%
SIM
679
SSI Investment Management
California
$311K -$948 -14 -0.4%
GT
680
Greenleaf Trust
Michigan
$310K +$5.28K +78 +2%
XT
681
XTX Topco
Cayman Islands
$307K +$251K +3,709 New
RFA
682
Resurgent Financial Advisors
Georgia
$307K
WPWM
683
Western Pacific Wealth Management
Illinois
$307K +$9.14K +135 +4%
SF
684
Summit Financial
New Jersey
$306K +$23.6K +348 +10%
PGFC
685
Peapack-Gladstone Financial Corp
New Jersey
$305K +$68 +1 +0%
BW
686
Bison Wealth
Georgia
$304K -$4.47K -66 -2%
DAS
687
Dynamic Advisor Solutions
Arizona
$303K +$24.6K +364 +11%
Arrowstreet Capital
688
Arrowstreet Capital
Massachusetts
$303K +$248K +3,657 New
LMKC
689
L.M. Kohn & Company
Ohio
$302K
WA
690
Wealth Alliance
New York
$301K +$246K +3,638 New
SP
691
Symmetry Partners
Connecticut
$301K -$88.8K -1,311 -27%
CLOS
692
Compagnie Lombard Odier SCmA
Switzerland
$300K
TA
693
TFB Advisors
Kansas
$298K -$4.81K -71 -2%
AAS
694
Avantax Advisory Services
Texas
$296K +$13.3K +196 +6%
CNBTD
695
Citizens National Bank Trust Department
Mississippi
$295K
GWM
696
Gitterman Wealth Management
New Jersey
$294K
PAM
697
Panagora Asset Management
Massachusetts
$293K
JIC
698
Johnson Investment Counsel
Ohio
$287K -$19.6K -290 -8%
AGC
699
Aspen Grove Capital
Colorado
$286K -$3.32K -49 -1%
SIM
700
Stratos Investment Management
Ohio
$284K +$232K +3,428 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.