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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
Canada Life
101
Canada Life
Manitoba, Canada
$35.1M +$120K +1,770 +0.4%
Canada Pension Plan Investment Board
102
Canada Pension Plan Investment Board
Ontario, Canada
$33.7M +$12.5M +184,058 +83%
PCM
103
Prana Capital Management
Connecticut
$30.6M -$472K -6,977 -2%
GI
104
GAMCO Investors
Connecticut
$30.4M -$395K -5,830 -2%
UCFA
105
United Capital Financial Advisors
Texas
$30.2M -$557K -8,231 -2%
LP
106
LMR Partners
United Kingdom
$30.1M -$18.7M -275,571 -43%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$29.2M -$1.82M -26,917 -7%
Jennison Associates
108
Jennison Associates
New York
$28.2M +$15.8M +232,821 +215%
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$27.7M -$925K -13,665 -4%
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$27.5M +$22.5M +332,331 New
Stifel Financial
111
Stifel Financial
Missouri
$27.5M -$6.84M -100,965 -23%
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$27.5M +$682K +10,076 +3%
Mitsubishi UFJ Trust & Banking
113
Mitsubishi UFJ Trust & Banking
Japan
$26.2M -$1.81M -26,739 -8%
SAM
114
Storebrand Asset Management
Norway
$25.7M +$2.72M +40,126 +15%
BG
115
Bollard Group
Massachusetts
$25.1M +$30.1K +444 +0.1%
Treasurer of the State of North Carolina
116
Treasurer of the State of North Carolina
North Carolina
$24.4M +$719K +10,620 +4%
Aberdeen Group
117
Aberdeen Group
United Kingdom
$24.3M +$9.07M +134,003 +84%
CII
118
Capital International Inc
California
$23.9M +$1.81M +26,715 +10%
AllianceBernstein
119
AllianceBernstein
Tennessee
$23.5M +$210K +3,099 +1%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.2M +$1.13M +16,640 +6%
HF
121
HRT Financial
New York
$22.2M -$42.1M -622,178 -70%
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
$22.1M -$3.56M -52,544 -16%
XL
123
XN LP
New York
$21.5M +$17.5M +258,936 New
Mitsubishi UFJ Asset Management
124
Mitsubishi UFJ Asset Management
Japan
$21.4M +$691K +10,208 +4%
LPL Financial
125
LPL Financial
California
$21.2M +$1.2M +17,719 +7%

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.