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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
HFM
776
Harvest Fund Management
China
$192K +$119K +1,755 +313%
WT
777
Whittier Trust
California
$190K
SS
778
Sunbelt Securities
Texas
$188K
OP
779
ORG Partners
Indiana
$184K -$14.4K -212 -9%
IIM
780
Intact Investment Management
Quebec, Canada
$182K
BBHC
781
Brown Brothers Harriman & Co
New York
$173K -$44.1K -651 -24%
HNB
782
Huntington National Bank
Ohio
$172K +$23.8K +351 +20%
ST
783
Smithfield Trust
Pennsylvania
$171K +$14.4K +213 +12%
GFL
784
Granite FO LLC
New Hampshire
$166K
WSCM
785
Wellington Shields Capital Management
New York
$166K
DJSG
786
D.J. St. Germain
Massachusetts
$163K
WB
787
Webster Bank
Connecticut
$160K +$72.8K +1,075 +125%
AA
788
Alta Advisers
United Kingdom
$157K
MCM
789
MidAtlantic Capital Management
Virginia
$157K +$128K +1,897 New
AAP
790
Arax Advisory Partners
Colorado
$157K +$271 +4 +0.2%
GWSG
791
GPS Wealth Strategies Group
Colorado
$157K
Fifth Third Bancorp
792
Fifth Third Bancorp
Ohio
$143K -$19.3K -285 -14%
BWL
793
Bogart Wealth LLC
Virginia
$141K -$2.91K -43 -2%
TVWM
794
Tower View Wealth Management
Wisconsin
$135K +$203 +3 +0.2%
HI
795
Hoey Investments
Pennsylvania
$130K
LFASL
796
Lugano Financial Advisors SA (LFA)
Switzerland
$120K -$94.8K -1,400 -49%
CF
797
Centaurus Financial
California
$119K +$97K +1,433 New
HWA
798
HHM Wealth Advisors
Tennessee
$116K
LS
799
Livforsakringsbolaget Skandia
Sweden
$112K +$51.1K +755 +126%
SC
800
Steph & Co
Wisconsin
$105K +$86.1K +1,272 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.