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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
Korea Investment Corp
76
Korea Investment Corp
South Korea
$64.6M +$6.76M +99,847 +15%
BFM
77
Blacksheep Fund Management
Ireland
$62.8M -$59.3M -875,850 -54%
CM
78
Corvex Management
New York
$62.1M
EG
79
Enstar Group
Bermuda
$60.7M
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$58.8M -$993K -14,660 -2%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$58.4M -$3.43M -50,649 -7%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$57.7M -$8.76M -129,317 -16%
LCP
83
LGT Capital Partners
Switzerland
$56M -$14M -206,500 -23%
Deutsche Bank
84
Deutsche Bank
Germany
$53.6M +$1.14M +16,895 +3%
Natixis Advisors
85
Natixis Advisors
Massachusetts
$52.6M +$5.34M +78,853 +14%
Mariner
86
Mariner
Kansas
$52.5M -$3.92M -57,929 -8%
AI
87
Ariel Investments
Illinois
$51.8M -$12.6M -185,500 -23%
MIH
88
Meitav Investment House
Israel
$51.4M -$2.13M -31,467 -5%
PGH
89
Partners Group Holding
Switzerland
$50.7M -$6.59M -97,265 -14%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$50.4M +$1.1M +16,222 +3%
PCMF
91
Private Capital Management (Florida)
Florida
$50.3M -$3.62M -53,460 -8%
BTCPP
92
Border to Coast Pensions Partnership
United Kingdom
$45.4M -$1.69M -25,000 -4%
NPT
93
National Philanthropic Trust
Pennsylvania
$43.8M +$35.8M +529,221 New
SO
94
STRS Ohio
Ohio
$43.3M -$3.64M -53,820 -9%
RRAM
95
River Road Asset Management
Kentucky
$42.5M -$2.38M -35,109 -6%
LCM
96
Lakewood Capital Management
New York
$39.1M -$10M -148,400 -24%
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$38.3M -$1.93M -28,543 -6%
CVA
98
Ceredex Value Advisors
Florida
$37.5M -$28.7M -424,200 -48%
GRIM
99
Greenhaven Road Investment Management
Connecticut
$35.7M -$8.33M -123,000 -22%
Neuberger Berman Group
100
Neuberger Berman Group
New York
$35.1M +$22.4M +331,329 +358%

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.