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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
CHC
476
City Holding Co
West Virginia
$673
RAM
477
Riggs Asset Management
Pennsylvania
$664
NCM
478
Northwest Capital Management
Oregon
$664 +$677 +50 New
CFD
479
Creative Financial Designs
Indiana
$651 -$717 -53 -52%
FA
480
Financial Avengers
California
$651
BCM
481
Blume Capital Management
California
$638
SWM
482
Sanctuary Wealth Management
Idaho
$611 +$623 +46 New
RI
483
Ridgewood Investments
New Jersey
$598 -$14 -1 -2%
MCM
484
McMillion Capital Management
North Carolina
$598 +$609 +45 New
SIC
485
SJS Investment Consulting
Ohio
$585 +$325 +24 +120%
CWA
486
Clearview Wealth Advisors
Oregon
$558
IA
487
IFS Advisors
Kansas
$557
FWA
488
FSC Wealth Advisors
New York
$531
LG
489
LAM Group
Oregon
$531
OSNBOA
490
Old Second National Bank of Aurora
Illinois
$531
RG
491
Retirement Group
California
$518
NECFA
492
New England Capital Financial Advisors
Connecticut
$505
EWP
493
Elevation Wealth Partners
California
$491
EDRH
494
Edmond de Rothschild Holding
Switzerland
$465
GJIA
495
Glass Jacobson Investment Advisors
Maryland
$452 +$460 +34 New
CWC
496
Carolinas Wealth Consulting
North Carolina
$435 -$41 -3 -2%
CAS
497
Coppell Advisory Solutions
Texas
$416 +$433 +32 New
BWL
498
Bogart Wealth LLC
Virginia
$412 -$596 -44 -59%
HWA
499
HHM Wealth Advisors
Tennessee
$399
WOSD
500
WFA of San Diego
California
$399 +$406 +30 New

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.