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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
KHLMVGHM
201
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$9.75M
Federated Hermes
202
Federated Hermes
Pennsylvania
$9.74M +$7.96M +117,605 New
CPC
203
Cookson Peirce & Co
Pennsylvania
$9.64M +$7.88M +116,312 New
Osaic Holdings
204
Osaic Holdings
Arizona
$9.59M -$4.41M -65,105 -36%
ET
205
Equitable Trust
Tennessee
$9.57M -$142K -2,091 -2%
CM
206
Crestline Management
Texas
$9.56M +$4.77M +70,376 +156%
MCP
207
Mirador Capital Partners
California
$9.53M -$1.35K -20 -0%
URS
208
Utah Retirement Systems
Utah
$9.53M +$264K +3,900 +4%
Corient Private Wealth
209
Corient Private Wealth
Florida
$9.49M +$1.39M +20,488 +22%
SI
210
Stephens Inc
Arkansas
$9.41M -$704K -10,393 -8%
American Century Companies
211
American Century Companies
Missouri
$9.07M +$1.12M +16,517 +18%
Ensign Peak Advisors
212
Ensign Peak Advisors
Utah
$8.96M +$6.29M +92,895 +611%
CS
213
Candriam SCA
Luxembourg
$8.95M +$4.88M +72,008 +200%
LAM
214
Lountzis Asset Management
Pennsylvania
$8.84M -$62.8K -927 -0.9%
TIAA Trust, National Association
215
TIAA Trust, National Association
North Carolina
$8.53M +$6.97M +102,954 New
CCM
216
Chickasaw Capital Management
Tennessee
$8.51M -$407K -6,010 -6%
FAF
217
Första AP-fonden
Sweden
$8.38M -$203K -3,000 -3%
WPEP
218
Walnut Private Equity Partners
Nebraska
$8.29M
Cambridge Investment Research Advisors
219
Cambridge Investment Research Advisors
Iowa
$8.28M -$394K -5,824 -6%
EWA
220
EverSource Wealth Advisors
Alabama
$8.24M -$278K -4,102 -4%
Janney Montgomery Scott
221
Janney Montgomery Scott
Pennsylvania
$7.8M +$214K +3,155 +3%
BCM
222
Basswood Capital Management
New York
$7.7M -$7.09M -104,735 -53%
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.67M -$1.22M -17,996 -16%
Public Employees Retirement Association of Colorado
224
Public Employees Retirement Association of Colorado
Colorado
$7.53M -$235K -3,466 -4%
CCA
225
Covey Capital Advisors
Georgia
$7.49M -$44.7K -660 -0.7%

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.