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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
LA
701
Legacy Advisors
Pennsylvania
$283K +$231K +3,414 New
MOS
702
MGO One Seven
Ohio
$281K -$63.8K -942 -22%
GT
703
Glenview Trust
Kentucky
$280K -$290K -4,287 -56%
FL
704
FreeGulliver LLC
Louisiana
$279K +$228K +3,373 New
CHA
705
Carmichael Hill & Associates
Maryland
$279K +$542 +8 +0.2%
DWT
706
Dorsey & Whitney Trust
South Dakota
$275K -$3.86K -57 -2%
OAM
707
Ostrum Asset Management
France
$269K +$880 +13 +0.4%
KP
708
Keel Point
Alabama
$267K -$4.13K -61 -2%
SWP
709
Stratos Wealth Partners
Ohio
$267K +$218K +3,222 New
VFA
710
Valeo Financial Advisors
Indiana
$266K +$217K +3,208 New
SCP
711
Sivia Capital Partners
California
$265K +$216K +3,195 New
CWS
712
Cypress Wealth Services
California
$264K +$216K +3,187 New
XF
713
XML Financial
Maryland
$263K +$215K +3,170 New
BAM
714
Belpointe Asset Management
Nevada
$263K +$215K +3,168 New
MTWM
715
Masso Torrence Wealth Management
New Jersey
$262K +$214K +3,162 New
SFG
716
Sovereign Financial Group
Connecticut
$262K +$214K +3,160 New
N
717
Numerai
California
$262K +$214K +3,159 New
SAM
718
Seelaus Asset Management
New Jersey
$260K +$213K +3,140 New
ZB
719
Zions Bancorporation
Utah
$259K +$211K +3,117 +23,977%
LWL
720
Leo Wealth LLC
Texas
$257K +$209K +3,081 New
SC
721
Sapient Capital
Indiana
$256K +$209K +3,094 New
CA
722
Cornerstone Advisory
Maryland
$256K +$209K +3,085 New
AC
723
Apella Capital
Connecticut
$255K +$216K +3,193 New
CCM
724
Coldstream Capital Management
Washington
$255K +$208K +3,072 New
USCWA
725
U.S. Capital Wealth Advisors
Texas
$253K +$207K +3,059 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.