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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
MCWA
751
Meadow Creek Wealth Advisors
Georgia
$222K +$181K +2,676 New
WTB
752
Washington Trust Bank
Washington
$219K +$179K +2,644 New
AMBIA
753
Allen Mooney & Barnes Investment Advisors
Georgia
$218K +$178K +2,630 New
ACA
754
American Capital Advisory
Idaho
$217K +$178K +2,625 New
MC
755
Middleton & Co
Massachusetts
$217K +$178K +2,622 New
GIA
756
Guyasuta Investment Advisors
Pennsylvania
$216K +$177K +2,609 New
HCP
757
Hexagon Capital Partners
Arkansas
$213K +$68 +1 +0%
IGAM
758
iA Global Asset Management
Quebec, Canada
$212K -$4.06K -60 -2%
TFM
759
TFC Financial Management
Massachusetts
$211K
NFSG
760
Newbridge Financial Services Group
Florida
$211K -$28.6K -423 -14%
AT
761
American Trust
Kentucky
$210K +$171K +2,532 New
KFGK
762
Keystone Financial Group (Kentucky)
Kentucky
$208K +$170K +2,505 New
SAM
763
Silvercrest Asset Management
New York
$208K +$170K +2,505 New
RA
764
RFG Advisory
Alabama
$207K +$170K +2,504 New
BI
765
Ballast Inc
Kentucky
$207K +$169K +2,500 New
FA
766
Fortis Advisors
Pennsylvania
$207K +$169K +2,500 New
IP
767
Intellectus Partners
California
$207K +$169K +2,500 New
WAM
768
Wallington Asset Management
Indiana
$207K +$169K +2,500 New
MYIA
769
Mount Yale Investment Advisors
Colorado
$205K +$168K +2,480 New
SW
770
SteelPeak Wealth
California
$204K -$203K -2,996 -55%
FHA
771
Flagship Harbor Advisors
Massachusetts
$203K +$166K +2,445 New
BG
772
Benedetti & Gucer
Georgia
$202K +$165K +2,444 New
CCIA
773
Campbell & Co Investment Adviser
Maryland
$202K +$165K +2,440 New
CBFP
774
Cedar Brook Financial Partners
Ohio
$201K +$167K +2,461 New
CG
775
Caprock Group
Idaho
$201K +$164K +2,429 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.