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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
BCM
526
Blume Capital Management
California
$998
OIA
527
Optimum Investment Advisors
Illinois
$956 -$1.2K -70 -60%
SWM
528
Sanctuary Wealth Management
Idaho
$956
VCM
529
Versant Capital Management
Arizona
$935 -$1.02K -60 -57%
JWM
530
Janiczek Wealth Management
Colorado
$915
RFG
531
RFP Financial Group
Georgia
$893
IA
532
IFS Advisors
Kansas
$872
MSG
533
Main Street Group
Virginia
$851 +$701 +41 New
FWA
534
FSC Wealth Advisors
New York
$831
LG
535
LAM Group
Oregon
$831
OSNBOA
536
Old Second National Bank of Aurora
Illinois
$831
RG
537
Retirement Group
California
$810
SIC
538
SJS Investment Consulting
Ohio
$790 -$513 -30 -44%
PA
539
PSI Advisors
Florida
$769 -$1.2K -70 -65%
EWP
540
Elevation Wealth Partners
California
$769
EBA
541
Eagle Bay Advisors
New York
$748 -$1.23K -72 -67%
EDRH
542
Edmond de Rothschild Holding
Switzerland
$727
GJIA
543
Glass Jacobson Investment Advisors
Maryland
$707
PWMG
544
Provence Wealth Management Group
California
$707
PCMC
545
Planning Capital Management Corporation
Pennsylvania
$686 +$564 +33 New
BWL
546
Bogart Wealth LLC
Virginia
$644
IPW
547
Impact Partnership Wealth
Georgia
$623 +$513 +30 New
CHC
548
City Holding Co
West Virginia
$622 -$359 -21 -41%
CWC
549
Carolinas Wealth Consulting
North Carolina
$608
RTL
550
Red Tortoise LLC
Georgia
$603

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.