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KKR & Co

922 hedge funds and large institutions have $41.9B invested in KKR & Co in 2023 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 277 increasing their positions, 317 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 54

34% more capital invested

Capital invested by funds: $31.2B → $41.9B (+$10.7B)

23% more call options, than puts

Call options by funds: $388M | Put options by funds: $316M

16% more funds holding

Funds holding: 796922 (+126)

11% more funds holding in top 10

Funds holding in top 10: 4550 (+5)

0.15% less ownership

Funds ownership: 57.28%57.13% (-0.15%)

13% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 317

Holders
922
Holders Change
+126
Holders Change %
+15.83%
% of All Funds
13.42%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.73%
New
192
Increased
277
Reduced
317
Closed
54
Calls
$388M
Puts
$316M
Net Calls
+$71.5M
Net Calls Change
-$77.4M

KKR Hedge Fund Activity: Q4 2023 in Review

922 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in KKR & Co (KKR) for Q4 2023, worth a combined $41.9B — up 34% from $31.2B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new KKR positions and 54 closed out — a net gain of 138 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.

  • 922 institutional investors held KKR & Co (KKR) as of Q4 2023, up from 796 in Q3 2023.
  • Funds reported $41.9B of KKR & Co stock for Q4 2023, up 34% quarter-over-quarter.
  • 192 funds opened new KKR & Co positions in Q4 2023 and 54 closed out, a net change of +138 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.