HighTower Advisors
KDK

HighTower Advisors’s Kodiak AI KDK Stock Holding History

HighTower 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
Q3 		– Sell
-107,420
Closed -$1.15M – 4048
2024
Q2 		$1.15M Sell
107,420
-14,400
-12% -$153K ﹤0.01% 1766
2024
Q1 		$1.29M Sell
121,820
-15,840
-12% -$167K ﹤0.01% 1664
2023
Q4 		$1.44M Sell
137,660
-455,015
-77% -$4.71M ﹤0.01% 1635
2023
Q3 		$6.08M Sell
592,675
-3,292,947
-85% -$33.6M 0.01% 845
2023
Q2 		$39.5M Buy
+3,885,622
New +$39.4M 0.08% 253

Other funds holding KDK

FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

HighTower Advisors's KDK Position: Q3 2024 in Review

HighTower Advisors sold out of Kodiak AI (KDK) in Q3 2024, closing a stake of 107,420 shares — an estimated $1.15M sold.

HighTower Advisors first reported a position in KDK in Q2 2023 and held it in 5 quarters. The position peaked at $39.5M in Q2 2023. 48 funds tracked by Wall St. Rank hold KDK as of Q3 2024.

  • HighTower Advisors reported no remaining Kodiak AI position as of Q3 2024 after selling out during the quarter.
  • HighTower Advisors sold 107,420 Kodiak AI shares in Q3 2024, an estimated $1.15M.
  • HighTower Advisors first reported a position in Kodiak AI in Q2 2023 and held it in 5 quarters.
  • HighTower Advisors's Kodiak AI position peaked at $39.5M in Q2 2023.
  • 48 funds tracked by Wall St. Rank held Kodiak AI as of Q3 2024.

Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.