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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
COLIM
176
City of London Investment Management
United Kingdom
$11.4M
CFB
177
Cullen/Frost Bankers
Texas
$11.3M +$565K +8,339 +6%
NFC
178
Northeast Financial Consultants
Connecticut
$11.3M
PCM
179
Palisade Capital Management
New Jersey
$11.2M -$67.7K -1,000 -0.7%
CGPCS
180
Capital Group Private Client Services
California
$11.2M +$9.15M +135,173 New
SH
181
SeaTown Holdings
Singapore
$11.2M -$34.6M -511,089 -79%
BNP Paribas Financial Markets
182
BNP Paribas Financial Markets
France
$11.2M +$4.64M +68,595 +104%
VOYA Investment Management
183
VOYA Investment Management
Georgia
$11.1M +$63.6K +940 +0.7%
SSA
184
Schonfeld Strategic Advisors
New York
$11.1M -$17.3M -255,391 -66%
BPWM
185
Badgley Phelps Wealth Managers
Washington
$11.1M +$6.85M +101,128 +307%
FAF
186
Fjarde Ap-fonden
Sweden
$11M -$1.36M -20,138 -13%
Commonwealth Equity Services
187
Commonwealth Equity Services
Massachusetts
$11M -$3.59M -53,093 -29%
FNBT
188
FineMark National Bank & Trust
Florida
$10.9M +$993K +14,662 +13%
SCM
189
SOL Capital Management
Maryland
$10.7M -$109K -1,610 -1%
Aviva
190
Aviva
United Kingdom
$10.7M +$5.14M +75,963 +144%
GIA
191
Gateway Investment Advisers
Ohio
$10.5M +$6.11M +90,226 +244%
PFMOSF
192
Philadelphia Financial Management of San Francisco
California
$10.5M +$8.55M +126,330 New
GCM
193
GoodHaven Capital Management
New Jersey
$10.4M -$66K -975 -0.8%
UE
194
Unisphere Establishment
Liechtenstein
$10.4M +$8.46M +125,000 New
Calamos Advisors
195
Calamos Advisors
Illinois
$10.3M +$53.2K +785 +0.6%
AWS
196
Atria Wealth Solutions
New York
$10.3M -$265K -3,912 -3%
PA
197
Perennial Advisors
New York
$10.1M -$83.1K -1,228 -1%
BMM
198
Buffington Mohr McNeal
Idaho
$9.89M -$88.5K -1,307 -1%
II
199
IFM Investors
Australia
$9.87M
ACM
200
Alpha Capital Management
Texas
$9.8M -$428K -6,327 -5%

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.