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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
IWC
951
Integrated Wealth Concepts
Massachusetts
-$361K -5,853 Closed
ALAM
952
Asahi Life Asset Management
Japan
-$356K -5,785 Closed
CB
953
Cadence Bank
Mississippi
-$282K -4,583 Closed
SPA
954
Sherbrooke Park Advisers
New York
-$261K -4,230 Closed
BHCM
955
Brevan Howard Capital Management
Jersey
-$247K -4,016 Closed
BFA
956
Bragg Financial Advisors
North Carolina
-$233K -3,777 Closed
SPC
957
Sigma Planning Corp
Michigan
-$220K -3,572 Closed
GCM
958
Graham Capital Management
Connecticut
-$211K -3,421 Closed
Capstone Investment Advisors
959
Capstone Investment Advisors
New York
-$210K -3,413 Closed
CCP
960
Carmel Capital Partners
California
-$150K -2,436 Closed
BAAM
961
Baker Avenue Asset Management
California
-$126K -2,049 Closed
IUHSA
962
Itau Unibanco Holding S.A.
Brazil
-$75.8K -1,230 Closed
CBT
963
CoreFirst Bank & Trust
Kansas
-$58.2K -945 Closed
WWP
964
WR Wealth Planners
Missouri
-$30.8K -500 Closed
AP
965
Arlington Partners
Alabama
-$25.8K -419 Closed
AT
966
Arlington Trust
Alabama
-$25.8K -419 Closed
SIA
967
SkyView Investment Advisors
New Jersey
-$22K -361 Closed
RTC
968
Riverview Trust Company
Washington
-$16.8K -273 Closed
FAM
969
Flaharty Asset Management
Florida
-$11.1K -180 Closed
CA
970
Centerpoint Advisors
Massachusetts
-$7K -113 Closed
WT
971
Washington Trust
Rhode Island
-$4.93K -80 Closed
HCM
972
Highlander Capital Management
New Jersey
-$5K -79 Closed
EARNEST Partners
973
EARNEST Partners
Georgia
-$3.63K -59 Closed
CPG
974
Cornerstone Planning Group
New Jersey
-$431 -7 Closed
ADL
975
Asset Dedication LLC
California
+$68 +1 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.