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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
AF
851
Advisornet Financial
Minnesota
$26.8K
Kayne Anderson Rudnick Investment Management
852
Kayne Anderson Rudnick Investment Management
California
$24.8K +$5.69K +84 +39%
NS
853
NBC Securities
Alabama
$24K -$27.1K -400 -57%
AT
854
Avalon Trust
New Mexico
$23.5K
HCM
855
Hollencrest Capital Management
California
$22K -$4.88K -72 -21%
RFG
856
RFP Financial Group
Georgia
$21.1K
RMC
857
Resources Management Corp
Connecticut
$21K
AAG
858
Armstrong Advisory Group
Massachusetts
$19.2K
BTI
859
Blue Trust Inc
Georgia
$19K +$14.3K +211 +197%
MPWT
860
MassMutual Private Wealth & Trust
Connecticut
$18K -$33.7K -497 -70%
HI
861
Harbour Investments
Wisconsin
$17.7K +$10.4K +153 +251%
GWS
862
Glassman Wealth Services
Virginia
$17.6K +$2.5K +37 +21%
CCA
863
Catalyst Capital Advisors
New York
$17.4K -$14.2K -210 -50%
GEA
864
Glen Eagle Advisors
New Jersey
$15.9K
PFA
865
Pathway Financial Advisers
Indiana
$15.3K +$68 +1 +0.5%
GBT
866
Grove Bank & Trust
Florida
$15.2K -$1.69K -25 -12%
CAC
867
Core Alternative Capital
Georgia
$13.4K -$4.81K -71 -31%
TFIPS
868
Towarzystwo Funduszy Inwestycyjnych PZU SA
$13.3K +$10.8K +160 New
OC
869
Oakworth Capital
Alabama
$12.2K +$9.95K +147 New
AWM
870
Atticus Wealth Management
Florida
$11K
CTC
871
Central Trust Company
Missouri
$9.94K
ANBT
872
American National Bank & Trust
Texas
$9.61K -$59.9K -884 -88%
CFD
873
Creative Financial Designs
Indiana
$8.94K -$6.7K -99 -48%
MSG
874
Main Street Group
Virginia
$8.29K +$6.77K +100 New
JWA
875
JFS Wealth Advisors
Pennsylvania
$8.04K -$2.71K -40 -29%

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.