Capstone Investment Advisors
KDK

Capstone Investment Advisors’s Kodiak AI KDK Stock Holding History

Capstone Investment Advisors’s Portfolio KDK Stock Details KDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-300,000
Closed -$3.17M – 2602
2024
Q1 		$3.17M Hold
300,000
– – 0.06% 605
2023
Q4 		$3.13M Buy
+300,000
New +$3.1M 0.05% 670

Other funds holding KDK

SIA
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CAC
Cowen and Company New York $2.9B AUM 105.26% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $678M AUM 0.91% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $9.6B AUM 50.48% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.07B AUM 26.02% 1-Year Est. Return