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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
DPW
901
DiNuzzo Private Wealth
Pennsylvania
$2.07K +$1.69K +25 New
IA
902
IFS Advisors
Kansas
$2.07K
NL
903
NVWM LLC
Pennsylvania
$2.07K +$1.69K +25 New
IGWM
904
ICA Group Wealth Management
Colorado
$1.91K +$1.56K +23 New
S
905
Sachetta
Massachusetts
$1.91K +$1.56K +23 New
CP
906
Castleview Partners
Texas
$1.66K
FCA
907
FinTrust Capital Advisors
South Carolina
$1.41K
MCM
908
MV Capital Management
Maryland
$1.08K +$880 +13 New
BFEC
909
Benjamin F. Edwards & Company
Missouri
$1K -$121K -1,791 -99%
AW
910
Avion Wealth
Texas
$1K
GM
911
GeoWealth Management
Illinois
$1K +$1.15K +17 New
DFA
912
DHJJ Financial Advisors
Illinois
$829
GI
913
Gradient Investments
Minnesota
$663
TWP
914
TFO Wealth Partners
Ohio
$580
DWA
915
Delos Wealth Advisors
Texas
$249
PS
916
Planned Solutions
California
$249 +$203 +3 New
VWA
917
Valued Wealth Advisors
Utah
$185 +$203 +3 New
CIA
918
Cape Investment Advisory
Georgia
$166 +$135 +2 New
AWM
919
Abound Wealth Management
Tennessee
$21
DWM
920
Dogwood Wealth Management
Kansas
$9
ECU
921
Egerton Capital (UK)
United Kingdom
-$85.9M -1,394,577 Closed
Tiger Global Management
922
Tiger Global Management
New York
-$31.5M -511,000 Closed
TFP
923
Triple Frond Partners
California
-$30.4M -493,692 Closed
Qube Research & Technologies (QRT)
924
Qube Research & Technologies (QRT)
United Kingdom
-$29.1M -472,989 Closed
Tudor Investment Corp
925
Tudor Investment Corp
Connecticut
-$18.4M -298,457 Closed

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.