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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
BF
726
BOK Financial
Oklahoma
$253K +$4.33K +64 +2%
EWM
727
Evercore Wealth Management
New York
$253K +$207K +3,055 New
SHGA
728
Sand Hill Global Advisors
California
$252K +$206K +3,043 New
MFA
729
Mayflower Financial Advisors
Massachusetts
$250K -$32.6K -482 -14%
MCM
730
Manchester Capital Management
Vermont
$249K
CCA
731
Childress Capital Advisors
Texas
$249K +$203K +3,001 New
CCA
732
Cadent Capital Advisors
Oklahoma
$249K -$30.5K -450 -13%
WSC
733
Wellington Shields & Co
New York
$249K
DCM
734
Dudley Capital Management
Virginia
$249K +$203K +3,000 New
EC
735
EntryPoint Capital
New York
$247K +$202K +2,980 New
NCM
736
Northside Capital Management
Oregon
$241K +$197K +2,903 New
JFGIW
737
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$239K +$196K +2,889 New
PVI
738
Pine Valley Investments
New Jersey
$239K +$195K +2,882 New
AAIS
739
ABN AMRO Investment Solutions
$237K +$194K +2,858 New
ECM
740
Evergreen Capital Management
Washington
$233K +$190K +2,806 New
VFO
741
Virtus Family Office
Texas
$232K -$228K -3,374 -55%
MA
742
Montag & Associates
Georgia
$232K +$8.67K +128 +5%
GRP
743
Global Retirement Partners
California
$229K +$67.4K +996 +55%
ACP
744
Aviance Capital Partners
Florida
$228K +$187K +2,757 New
C
745
Certuity
Florida
$228K +$186K +2,754 New
Verition Fund Management
746
Verition Fund Management
Connecticut
$228K +$186K +2,746 New
NB
747
Northwest Bancshares
Pennsylvania
$226K +$185K +2,725 New
AC
748
Allstate Corporation
Illinois
$224K +$183K +2,709 New
CAG
749
Crestwood Advisors Group
Massachusetts
$224K +$183K +2,706 New
William Blair Investment Management
750
William Blair Investment Management
Illinois
$222K -$67K -989 -27%

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.