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624 hedge funds and large institutions have $3.47B invested in Kyndryl in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 135 increasing their positions, 212 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 47

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

97% more call options, than puts

Call options by funds: $31.1M | Put options by funds: $15.8M

36% more capital invested

Capital invested by funds: $2.54B → $3.47B (+$927M)

9% more funds holding

Funds holding: 570624 (+54)

0.79% less ownership

Funds ownership: 73.52%72.73% (-0.79%)

36% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 212

Holders
624
Holders Change
+54
Holders Change %
+9.47%
% of All Funds
9.1%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
109
Increased
135
Reduced
212
Closed
47
Calls
$31.1M
Puts
$15.8M
Net Calls
+$15.3M
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Spire Wealth Management
Virginia
$21.2K -$3.86K -226 -18%
CSC
302
Caldwell Sutter Capital
California
$20.8K -$581 -34 -3%
LWCFA
303
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.8K -$8.66K -507 -33%
GWM
304
Geneos Wealth Management
Colorado
$20.6K -$34 -2 -0.2%
CA
305
Clearstead Advisors
Ohio
$18.5K -$18.2K -1,063 -54%
PS
306
Planned Solutions
California
$17.6K +$14.5K +849 New
SSB
307
Sandy Spring Bank
Maryland
$17.5K
JWA
308
JFS Wealth Advisors
Pennsylvania
$17.3K -$171 -10 -1%
GWS
309
Glassman Wealth Services
Virginia
$16.8K
GBT
310
Grove Bank & Trust
Florida
$16.7K -$342 -20 -2%
LC
311
Lindbrook Capital
California
$16.7K +$598 +35 +5%
CLOS
312
Compagnie Lombard Odier SCmA
Switzerland
$16.6K -$1.09K -64 -7%
GRP
313
Global Retirement Partners
California
$16.4K +$1.02K +60 +8%
PFSC
314
Peoples Financial Services Corp
Pennsylvania
$15.7K -$2.12K -124 -14%
AA
315
Addison Advisors
Vermont
$15.7K +$2.22K +130 +21%
MCM
316
Manchester Capital Management
Vermont
$15.5K
QCG
317
Quadrant Capital Group
Ohio
$14.9K +$3.04K +178 +33%
TF
318
Tompkins Financial
New York
$14.4K +$4.79K +280 +68%
PFBT
319
Parkside Financial Bank & Trust
Missouri
$14.2K +$2.9K +170 +33%
NBT
320
Northwest Bank & Trust
Iowa
$14.1K +$11.6K +680 New
Bank Julius Baer & Co
321
Bank Julius Baer & Co
Switzerland
$13.7K -$137 -8 -1%
SWM
322
Sugarloaf Wealth Management
Georgia
$13.4K
PTC
323
Private Trust Company
Ohio
$13.1K -$3.01K -176 -22%
NA
324
NewEdge Advisors
Louisiana
$13K -$3.25K -190 -23%
DekaBank Deutsche Girozentrale
325
DekaBank Deutsche Girozentrale
Germany
$13K

KD Hedge Fund Activity: Q4 2023 in Review

624 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Kyndryl (KD) for Q4 2023, worth a combined $3.47B — up 36% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new KD positions and 47 closed out — a net gain of 62 holders — while 135 added to existing stakes and 212 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $48.3M. The largest seller was Deutsche Bank, cutting an estimated $71.3M.

  • 624 institutional investors held Kyndryl (KD) as of Q4 2023, up from 570 in Q3 2023.
  • Funds reported $3.47B of Kyndryl stock for Q4 2023, up 36% quarter-over-quarter.
  • 109 funds opened new Kyndryl positions in Q4 2023 and 47 closed out, a net change of +62 holders.
  • The largest Kyndryl buyer in Q4 2023 was Morgan Stanley, an estimated $48.3M added.
  • The largest Kyndryl seller in Q4 2023 was Deutsche Bank, an estimated $71.3M sold.

Based on aggregated 13F filings for Q4 2023.