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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
Capital International Investors
1
Capital International Investors
California
$3.55B +$54.5M +805,122 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.45B +$117M +1,728,782 +4%
BlackRock
3
BlackRock
New York
$3.17B +$20.3M +299,269 +0.8%
Principal Financial Group
4
Principal Financial Group
Iowa
$1.99B -$18.9M -279,650 -1%
Harris Associates
5
Harris Associates
Illinois
$1.72B -$417M -6,162,756 -23%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$1.62B -$262M -3,875,187 -17%
ACM
7
AKRE Capital Management
Virginia
$1.38B -$17.8M -262,388 -2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.34B +$754M +11,134,363 +220%
Capital World Investors
9
Capital World Investors
California
$1.28B -$72.8M -1,074,765 -6%
Invesco
10
Invesco
Georgia
$1.24B +$2.26M +33,358 +0.2%
State Street
11
State Street
Massachusetts
$1.12B +$84.2M +1,243,821 +10%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$881M -$180M -2,656,872 -20%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$845M +$24.7M +365,449 +4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$794M +$43.8M +647,124 +7%
Millennium Management
15
Millennium Management
New York
$777M +$315M +4,646,570 +98%
First Manhattan
16
First Manhattan
New York
$767M +$13.6M +200,882 +2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$667M +$76.4M +1,128,993 +16%
Bank of America
18
Bank of America
North Carolina
$665M +$12.4M +183,555 +2%
Morgan Stanley
19
Morgan Stanley
New York
$657M +$263M +3,891,145 +96%
Norges Bank
20
Norges Bank
Norway
$650M +$45.1M +666,525 +9%
LPC
21
Lone Pine Capital
Connecticut
$516M -$22.9M -338,318 -5%
Diamond Hill Capital Management
22
Diamond Hill Capital Management
Ohio
$510M -$142M -2,094,349 -25%
VVP
23
Vulcan Value Partners
Alabama
$505M -$55.1M -814,020 -12%
VH
24
ValueAct Holdings
California
$493M -$370M -5,466,800 -48%
Legal & General Group
25
Legal & General Group
United Kingdom
$420M -$20.3M -300,249 -6%

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.