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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
LC
801
Lindbrook Capital
California
$105K +$33.4K +493 +64%
MHR
802
Matthew Hamilton Rosenberg
$104K
WBC
803
Westpac Banking Corp
Australia
$103K +$32.7K +483 +63%
PFBT
804
Parkside Financial Bank & Trust
Missouri
$101K -$745 -11 -0.9%
EWP
805
Elevation Wealth Partners
California
$93.9K +$103K +1,525 New
WTC
806
WhitTier Trust Company
Nevada
$91.1K
M
807
MOTCO
Texas
$82.8K
RAM
808
Ramirez Asset Management
New York
$82.8K
TCOV
809
Trust Company of Vermont
Vermont
$82.8K
NBT
810
Northwest Bank & Trust
Iowa
$82.8K +$67.7K +1,000 New
DAM
811
Delta Asset Management
Tennessee
$82.1K
AF
812
Allworth Financial
California
$82K -$28.4K -420 -30%
PCTC
813
Perkins Coie Trust Company
Washington
$81.5K
QCG
814
Quadrant Capital Group
Ohio
$80.9K +$38.7K +571 +141%
SIS
815
Sound Income Strategies
Florida
$80.8K
CWP
816
Concord Wealth Partners
Virginia
$80.2K -$158K -2,329 -71%
NB
817
NBT Bank
New York
$71.3K +$58.2K +860 New
CWC
818
Carolinas Wealth Consulting
North Carolina
$68.1K +$37.7K +557 +210%
CH
819
Canton Hathaway
Rhode Island
$66K
VNA
820
Valley National Advisers
Pennsylvania
$65K +$48.3K +714 +952%
PTC
821
Private Trust Company
Ohio
$61.9K -$26.2K -387 -34%
TFGT
822
TS Financial Group (TSFG)
Illinois
$60K -$16.8K -248 -25%
BGAI
823
Bruce G. Allen Investments
Colorado
$53.3K +$43.5K +643 New
WTA
824
Washington Trust Advisors
Massachusetts
$51.9K +$30.6K +452 +258%
CFO
825
CVA Family Office
Colorado
$47.6K +$38.9K +575 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.