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572 hedge funds and large institutions have $2B invested in Kyndryl in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 200 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $13.6M

1.68% more ownership

Funds ownership: 64.49%66.17% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 59

2% less funds holding

Funds holding: 583572 (-11)

8% less capital invested

Capital invested by funds: $2.18B → $2B (-$181M)

36% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 200

Holders
572
Holders Change
-11
Holders Change %
-1.89%
% of All Funds
8.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
54
Increased
128
Reduced
200
Closed
59
Calls
$18.4M
Puts
$13.6M
Net Calls
+$4.82M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$57K -$4.76K -352 -8%
AF
227
Allworth Financial
California
$55.1K +$947 +70 +2%
SOW
228
State of Wyoming
Wyoming
$54.5K +$55.5K +4,104 New
UB
229
UMB Bank
Missouri
$50.1K -$422K -31,211 -89%
BWP
230
Baldwin Wealth Partners
Massachusetts
$49.6K -$23.8K -1,755 -32%
CYG
231
Clean Yield Group
Vermont
$47.8K -$17.4K -1,288 -26%
BBHC
232
Brown Brothers Harriman & Co
New York
$46.3K -$4.17K -308 -8%
National Bank of Canada
233
National Bank of Canada
Quebec, Canada
$46K -$5.83K -431 -11%
HPC
234
HM Payson & Co
Maine
$44.8K -$4.1K -303 -8%
AAM
235
Advisors Asset Management
Colorado
$42.4K -$23.4K -1,731 -35%
HNB
236
Huntington National Bank
Ohio
$37.1K -$19.9K -1,473 -35%
PPC
237
Park Place Capital
Alabama
$36.8K +$6.62K +489 +21%
Bessemer Group
238
Bessemer Group
New Jersey
$35K +$690 +51 +2%
PA
239
Parallel Advisors
California
$32.9K -$487 -36 -1%
GFA
240
Gifford Fong Associates
California
$32K
BTI
241
Blue Trust Inc
Georgia
$29K -$20.2K -1,496 -44%
DMBA
242
Deseret Mutual Benefit Administrators
Utah
$28.4K +$1.49K +110 +5%
AAP
243
Arax Advisory Partners
Colorado
$28.2K +$271 +20 +0.9%
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$28.2K +$1.81K +134 +7%
FBC
245
Fairfield, Bush & Co
Connecticut
$27.7K +$28.2K +2,085 New
MA
246
Montag & Associates
Georgia
$27.3K
WTC
247
WhitTier Trust Company
Nevada
$27.1K -$3.25K -240 -11%
FWM
248
Focused Wealth Management
New York
$26.8K -$217 -16 -0.8%
TFM
249
TFC Financial Management
Massachusetts
$21.6K -$1.72K -127 -7%
PTC
250
Private Trust Company
Ohio
$21.4K +$8.4K +621 +63%

KD Hedge Fund Activity: Q2 2023 in Review

572 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Kyndryl (KD) for Q2 2023, worth a combined $2B — down 8.3% from $2.18B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of KD and 54 opened new positions — a net loss of 5 holders — while 200 trimmed existing stakes and 128 added.

The largest buyer was Neuberger Berman Group, adding an estimated $31.4M. The largest seller was Greenlight Capital, cutting an estimated $54.8M.

  • 572 institutional investors held Kyndryl (KD) as of Q2 2023, down from 583 in Q1 2023.
  • Funds reported $2B of Kyndryl stock for Q2 2023, down 8.3% quarter-over-quarter.
  • 54 funds opened new Kyndryl positions in Q2 2023 and 59 closed out, a net change of -5 holders.
  • The largest Kyndryl buyer in Q2 2023 was Neuberger Berman Group, an estimated $31.4M added.
  • The largest Kyndryl seller in Q2 2023 was Greenlight Capital, an estimated $54.8M sold.

Based on aggregated 13F filings for Q2 2023.