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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
MWC
601
MBM Wealth Consultants
Missouri
-$1K -122 Closed
POIA
602
Pin Oak Investment Advisors
Texas
-$1.42K -105 -80%
MC
603
Machina Capital
France
-$1.48K -100 Closed
SL
604
Savior LLC
Massachusetts
-$1.48K -100 Closed
CCP
605
Carmel Capital Partners
California
-$1.25K -85 Closed
WTA
606
Washington Trust Advisors
Massachusetts
-$1.18K -80 Closed
GFWA
607
Grey Fox Wealth Advisors
Delaware
-$768 -52 Closed
AWM
608
Accel Wealth Management
Iowa
-$679 -46 Closed
CP
609
Castleview Partners
Texas
-$664 -45 Closed
RBC
610
Roble Belko & Company
Pennsylvania
-$1K -39 Closed
CM
611
Cornerstone Management
Georgia
-$296 -20 Closed
IWP
612
IAG Wealth Partners
Wisconsin
-$295 -20 Closed
FCAS
613
First Command Advisory Services
Texas
-$236 -16 Closed
FGAM
614
Financial Gravity Asset Management
Texas
-$4 -15 Closed
BCA
615
Bray Capital Advisors
Florida
-$148 -10 Closed
TCWA
616
Ten Capital Wealth Advisors
Washington
-$103 -7 Closed
CAC
617
Core Alternative Capital
Georgia
-$59 -4 Closed
PCTC
618
Perkins Coie Trust Company
Washington
-$59 -4 Closed
TFA
619
Transamerica Financial Advisors
Florida
-$1K -1 Closed
FMP
620
Financial Management Professionals
Texas
+$149 +11 +85%
Comerica Bank
621
Comerica Bank
Texas
+$272K +20,102 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.