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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
MSWM
601
Mowery & Schoenfeld Wealth Management
Illinois
$125 +$103 +6 New
USB
602
Union Savings Bank
Connecticut
$124 +$103 +6 New
MSFP
603
Mark Sheptoff Financial Planning
Connecticut
$104
MFC
604
Mechanics Financial Corp
Ohio
$104
PBK
605
Peoples Bank (Kansas)
Kansas
$103
WBC
606
West Branch Capital
Massachusetts
$84
YAL
607
Your Advocates Ltd
Texas
$62
PPC
608
Park Place Capital
Alabama
$42 -$47.4K -2,772 -100%
CPG
609
Cornerstone Planning Group
New Jersey
$42
EAM
610
Eukles Asset Management
Ohio
$42
HWA
611
HHM Wealth Advisors
Tennessee
$42
HWM
612
HighMark Wealth Management
Minnesota
$42
AIMA
613
Ables Iannone Moore & Associates
Georgia
$42 +$34 +2 New
CJ
614
Caitlin John
Michigan
$42 +$34 +2 New
T
615
Tidemark
California
$42 +$34 +2 New
TCM
616
Tradewinds Capital Management
Washington
$21
WWM
617
Wolff Wiese Magana
California
$21
BFS
618
Burkett Financial Services
South Carolina
$21 +$17 +1 New
FGAM
619
Financial Gravity Asset Management
Texas
$10
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
620
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.46M -97,000 Closed
DFCM
621
Dark Forest Capital Management
Puerto Rico
-$1.04M -68,589 Closed
BCM
622
Bayesian Capital Management
New York
-$979K -64,828 Closed
OTL
623
Oak Thistle LLC
New York
-$909K -60,187 Closed
VI
624
Versor Investments
New York
-$851K -56,349 Closed
CF
625
Cantor Fitzgerald
New York
-$655K -43,359 Closed

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.