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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
PE
126
Point72 Europe
United Kingdom
$20.8M +$10.7M +158,657 +172%
Royal London Asset Management
127
Royal London Asset Management
United Kingdom
$20.7M +$254K +3,755 +2%
GFI
128
Global Frontier Investments
South Carolina
$20M
CCM
129
Cinctive Capital Management
New York
$19.9M +$11.2M +165,390 +220%
JHA
130
Jackson Hill Advisors
Texas
$19.8M -$1.73M -25,500 -10%
Asset Management One
131
Asset Management One
Japan
$19.3M -$59.2K -875 -0.4%
BP
132
BBR Partners
New York
$19.1M -$5.12M -75,611 -25%
CPM
133
Crescent Park Management
California
$19.1M -$759K -11,208 -5%
DnB Asset Management
134
DnB Asset Management
Norway
$18.8M +$101K +1,491 +0.7%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$18.7M +$1.05M +15,476 +7%
Cerity Partners
136
Cerity Partners
New York
$18.6M +$224K +3,304 +1%
AHC
137
Adell Harriman & Carpenter
Texas
$18.6M +$123K +1,814 +0.8%
Skandinaviska Enskilda Banken (SEB)
138
Skandinaviska Enskilda Banken (SEB)
Sweden
$18.5M -$27.3K -403 -0.2%
HSBC Holdings
139
HSBC Holdings
United Kingdom
$18.3M +$3.24M +47,866 +28%
OC
140
Oppenheimer & Co
New York
$17.8M -$1.89M -27,871 -11%
Pictet Asset Management
141
Pictet Asset Management
Switzerland
$17.4M +$332K +4,900 +2%
ZIG
142
Zuckerman Investment Group
Illinois
$17M -$614K -9,073 -4%
PAIM
143
Punch & Associates Investment Management
Minnesota
$16.8M +$57.1K +844 +0.4%
CIM
144
Caldwell Investment Management
Ontario, Canada
$16.6M
GL
145
Governors Lane
New York
$16.5M -$16.5M -242,954 -55%
Nomura Asset Management
146
Nomura Asset Management
Japan
$16.2M +$3.09M +45,577 +30%
ACM
147
Aryeh Capital Management
Ontario, Canada
$15.6M -$3.49M -51,500 -21%
SS
148
Spinecap SAS
France
$14.9M +$12.2M +180,010 New
DFCM
149
Dark Forest Capital Management
Puerto Rico
$14.9M +$1.6M +23,690 +15%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$14.8M -$531K -7,846 -4%

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.