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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
Victory Capital Management
151
Victory Capital Management
Texas
$14.7M -$4.55M -67,227 -27%
Handelsbanken Fonder
152
Handelsbanken Fonder
Sweden
$14.7M +$4.59M +67,833 +62%
FMI
153
Factory Mutual Insurance
Massachusetts
$14.1M +$11.5M +170,000 New
CFM
154
Coronation Fund Managers
South Africa
$14M -$5.27M -77,878 -31%
LCS
155
Levin Capital Strategies
New York
$13.9M -$364K -5,379 -3%
Robeco Institutional Asset Management
156
Robeco Institutional Asset Management
Netherlands
$13.8M -$7.39M -109,142 -40%
Fidelity International
157
Fidelity International
Bermuda
$13.8M -$5.39M -79,548 -32%
M2MC
158
Matthew 25 Management Corp
Pennsylvania
$13.7M -$2.95M -43,500 -21%
First Trust Advisors
159
First Trust Advisors
Illinois
$13.7M +$6.85M +101,141 +159%
Bank of Nova Scotia
160
Bank of Nova Scotia
Ontario, Canada
$13.5M +$10.6M +156,006 +2,114%
ASRS
161
Arizona State Retirement System
Arizona
$13.4M -$626K -9,239 -5%
NSIM
162
North Star Investment Management
Illinois
$13M -$183K -2,697 -2%
HV
163
HST Ventures
Utah
$13M -$741K -10,944 -7%
Citigroup
164
Citigroup
New York
$13M -$2.62M -38,705 -20%
HighTower Advisors
165
HighTower Advisors
Illinois
$12.9M +$4.58M +67,571 +77%
Capital Research Global Investors
166
Capital Research Global Investors
California
$12.6M -$61.1K -902 -0.6%
CCM
167
Cobalt Capital Management
New Jersey
$12.4M +$7.45M +110,000 +275%
Hudson Bay Capital Management
168
Hudson Bay Capital Management
Connecticut
$12.4M +$10.2M +150,000 New
Alyeska Investment Group
169
Alyeska Investment Group
Illinois
$12.1M -$14.8M -218,823 -60%
PCIG
170
Partners Capital Investment Group
Massachusetts
$12.1M -$3.3M -48,742 -25%
CCM
171
Callodine Capital Management
Massachusetts
$12M -$8.23M -121,610 -46%
PWP
172
Private Wealth Partners
California
$12M -$106K -1,560 -1%
Balyasny Asset Management
173
Balyasny Asset Management
Illinois
$11.9M -$35.2M -519,386 -78%
UIM
174
USS Investment Management
United Kingdom
$11.7M +$16K +236 +0.2%
PMAM
175
Picton Mahoney Asset Management
Ontario, Canada
$11.5M +$9.38M +138,535 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.