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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
PI
51
Putnam Investments
Massachusetts
$107M -$17.1M -252,916 -16%
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$103M +$3.93M +58,027 +5%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$99.7M +$627K +9,266 +0.8%
Amundi
54
Amundi
France
$98.6M +$2.72M +40,215 +3%
Lord, Abbett & Co
55
Lord, Abbett & Co
New Jersey
$94.1M -$19.9M -293,586 -21%
HWCM
56
Hudson Way Capital Management
Texas
$92M +$4.63M +68,315 +7%
CS
57
Credit Suisse
Switzerland
$91.7M -$10M -148,365 -12%
FCM
58
Frontier Capital Management
Massachusetts
$89.8M +$467K +6,904 +0.6%
SC
59
Samlyn Capital
New York
$83.3M -$112M -1,653,081 -62%
DAM
60
Davis Asset Management
California
$82.8M
Prudential Financial
61
Prudential Financial
New Jersey
$82.7M +$65.5M +966,702 +3,061%
RJA
62
Raymond James & Associates
Florida
$82.5M -$4.81M -71,001 -7%
UBS Group
63
UBS Group
Switzerland
$82.4M +$33.7M +497,970 +100%
National Pension Service
64
National Pension Service
South Korea
$80.1M +$1.09M +16,045 +2%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$77.3M +$400K +5,909 +0.6%
TD Asset Management
66
TD Asset Management
Ontario, Canada
$76.3M -$7.84M -115,752 -11%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$75.1M -$2.32M -34,255 -4%
EC
68
Eminence Capital
New York
$73.9M -$86.6M -1,278,758 -59%
ZIG
69
Zurich Insurance Group
Switzerland
$72.6M -$17M -251,108 -22%
SEI Investments
70
SEI Investments
Pennsylvania
$71.7M +$44.8M +662,050 +325%
GF
71
Gabelli Funds
New York
$70.8M -$745K -11,000 -1%
Barclays
72
Barclays
United Kingdom
$70.3M -$6.49M -95,819 -10%
BCPEMI
73
Bain Capital Public Equity Management II
Massachusetts
$68.3M +$55.8M +824,217 New
Point72 Asset Management
74
Point72 Asset Management
Connecticut
$67.3M -$54.9M -810,920 -50%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$66M +$1.84M +27,214 +4%

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.