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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
HF
576
Halpern Financial
Virginia
$330 -$68 -4 -19%
QPBE
577
Quintet Private Bank (Europe)
Luxembourg
$312
BGAI
578
Bruce G. Allen Investments
Colorado
$312 +$256 +15 New
TCG
579
Transcendent Capital Group
Oklahoma
$312 +$256 +15 New
BCFD
580
Boit C.F. David
$310 +$273 +16 New
FC
581
Family CFO
California
$291
AWM
582
Atticus Wealth Management
Florida
$250
GWMI
583
Guardian Wealth Management (Illinois)
Illinois
$249 +$205 +12 New
TCWA
584
Turtle Creek Wealth Advisors
Texas
$249 +$205 +12 New
GWSA
585
Global Wealth Strategies & Associates
Colorado
$208
RAM
586
Ramirez Asset Management
New York
$208
RAM
587
Riggs Asset Management
Pennsylvania
$208
BCM
588
Bourgeon Capital Management
Connecticut
$208 +$171 +10 New
CB
589
Community Bank
New York
$207 -$1.11K -65 -87%
CB
590
Centennial Bank
Arkansas
$187
RFG
591
REAP Financial Group
Texas
$187 +$154 +9 New
B
592
Birchbrook
Maine
$167 +$137 +8 New
FP
593
Financial Perspectives
Minnesota
$166
SFCL
594
Strengthening Families & Communities LLC
Massachusetts
$166
WIM
595
Westside Investment Management
California
$146
EC
596
EdgeRock Capital
Colorado
$146 +$120 +7 New
AF
597
Arrow Financial
New York
$125 -$478 -28 -82%
GTAM
598
Global Trust Asset Management
Florida
$125
SC
599
SouthState Corp
Florida
$125
IGWM
600
ICA Group Wealth Management
Colorado
$125 +$103 +6 New

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.