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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
AIM
826
Arcadia Investment Management
Michigan
$47.1K
GWM
827
Geneos Wealth Management
Colorado
$46.1K +$1.29K +19 +4%
IFAM
828
Institutional & Family Asset Management
Colorado
$45.4K +$68 +1 +0.2%
DMBA
829
Deseret Mutual Benefit Administrators
Utah
$43.3K -$8.19K -121 -19%
SIC
830
SJS Investment Consulting
Ohio
$43K -$203 -3 -0.6%
NMM
831
Naples Money Management
Florida
$42.7K +$34.9K +515 New
SVCP
832
Silicon Valley Capital Partners
California
$41.9K +$68 +1 +0.2%
FWM
833
Focused Wealth Management
New York
$41.5K +$68 +1 +0.2%
AA
834
Ancora Advisors
Ohio
$41.4K
FUBT
835
First United Bank & Trust
Maryland
$41.4K +$33.9K +500 New
PCMC
836
Planning Capital Management Corporation
Pennsylvania
$41.4K +$33.9K +500 New
HIIFS
837
Harel Insurance Investments & Financial Services
Israel
$41K
TPCW
838
TD Private Client Wealth
New York
$40.8K
PCM
839
Penserra Capital Management
California
$38K +$27.1K +400 +580%
MTIC
840
Missouri Trust & Investment Company
Missouri
$37.9K +$24.9K +368 +409%
SWA
841
SOA Wealth Advisors
New York
$37.5K
HBW
842
Hazlett, Burt & Watson
West Virginia
$36K
UOTTAIMCU
843
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$35.6K +$29.1K +430 New
RAM
844
Riggs Asset Management
Pennsylvania
$34.6K
RIM
845
Rakuten Investment Management
Japan
$34.4K +$27.9K +412 New
OIAM
846
OFI Invest Asset Management
France
$31.8K -$135 -2 -0.5%
PB
847
Pinnacle Bancorp
Nebraska
$30.5K
TCWA
848
Turtle Creek Wealth Advisors
Texas
$30.4K +$24.8K +367 New
C
849
Covestor
United Kingdom
$30K +$135 +2 +0.6%
BWM
850
Baystate Wealth Management
Massachusetts
$27K +$1.42K +21 +7%

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.