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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
SRCM
876
Signature Resources Capital Management
California
$6.38K +$5.21K +77 New
CAL
877
Capital Advisors Ltd
Ohio
$6K
BAM
878
Bellevue Asset Management
Washington
$5.55K +$68 +1 +2%
FG
879
Fairman Group
Pennsylvania
$5.47K +$4.47K +66 New
CT
880
Colonial Trust
South Carolina
$5.43K
Jones Financial Companies
881
Jones Financial Companies
Missouri
$5.22K +$2.3K +34 +117%
CWAF
882
Core Wealth Advisors (Florida)
Florida
$5.22K +$4.27K +63 New
FMP
883
Financial Management Professionals
Texas
$5K
PWMG
884
Private Wealth Management Group
New Jersey
$4.97K +$4.06K +60 New
RCM
885
Raleigh Capital Management
North Carolina
$4.56K +$3.72K +55 New
LTI
886
Laffer Tengler Investments
Tennessee
$4.31K +$3.52K +52 New
CCM
887
Chilton Capital Management
Texas
$4.23K +$3.45K +51 New
LIWM
888
Long Island Wealth Management
New York
$4K +$2.98K +44 New
BIA
889
Bell Investment Advisors
California
$3.81K
GG
890
Gleason Group
Kentucky
$3.48K +$2.84K +42 New
CFGS
891
Concourse Financial Group Securities
Alabama
$3.31K -$813 -12 -23%
ACM
892
Advent Capital Management
New York
$3.31K +$2.71K +40 New
JFA
893
JNBA Financial Advisors
Minnesota
$3.23K -$2.64K -39 -50%
FWM
894
FSA Wealth Management
Massachusetts
$3K +$2.3K +34 New
VCM
895
Versant Capital Management
Arizona
$2.9K +$948 +14 +67%
ETC
896
Exchange Traded Concepts
Oklahoma
$2.73K -$266K -3,924 -99%
VAG
897
VisionPoint Advisory Group
Texas
$2.49K -$2.78K -41 -58%
TAM
898
Tucker Asset Management
Colorado
$2.49K
CAS
899
Coppell Advisory Solutions
Texas
$2.15K +$1.76K +26 New
RA
900
Rise Advisors
New York
$2.11K

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.