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KDK

Kodiak AI
KDK

56 hedge funds and large institutions have $444M invested in Kodiak AI in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $399M → $444M (+$44.9M)

7.34% more ownership

Funds ownership: 77.71% → 85.05% (+7.3%)

3% less funds holding

Funds holding: 58 → 56 (-2)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
0.82%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
5
Increased
11
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIM
HGC Investment Management
Ontario, Canada
+$40.9M
2
SIA
Schechter Investment Advisors
Michigan
+$13.1M
3
KIM
Karpus Investment Management
New York
+$10.4M
4
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$3.1M
5
CAC
Cowen and Company
New York
+$2.05M

Top Sellers

1
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
-$8.64M
2
TCA
Taconic Capital Advisors
New York
-$6.16M
3
HighTower Advisors
HighTower Advisors
Illinois
-$4.71M
4
RCM
Rivernorth Capital Management
Florida
-$3.46M
5
PCM
Prelude Capital Management
New York
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
BI
26
Bulldog Investors
New Jersey
$4.45M +$1.58M +152,411 +56%
RCM
27
Rivernorth Capital Management
Florida
$4.21M -$3.46M -333,958 -45%
Millennium Management
28
Millennium Management
New York
$4.18M – – –
FTCM
29
Fir Tree Capital Management
New York
$3.98M -$196K -18,920 -5%
KC
30
Kepos Capital
New York
$3.92M – – –
ETH
31
Exos TFP Holdings
New York
$3.23M – – –
CM
32
Cohanzick Management
New York
$3.2M +$1.81M +175,000 +133%
Capstone Investment Advisors
33
Capstone Investment Advisors
New York
$3.13M +$3.1M +300,000 New
BGIM
34
Boussard & Gavaudan Investment Management
United Kingdom
$3.13M – – –
COPPSERS
35
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.62M – – –
FSI
36
Flow State Investments
Illinois
$2.14M +$43.5K +4,202 +2%
Toronto Dominion Bank
37
Toronto Dominion Bank
Ontario, Canada
$2.09M – – –
UOC
38
UBS O'Connor
Illinois
$1.78M -$794K -76,755 -31%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.44M -$4.71M -455,015 -77%
JP Morgan Chase
40
JP Morgan Chase
New York
$1.3M – – –
KPF
41
K2 Principal Fund
Ontario, Canada
$1.18M +$1.17M +112,725 New
DAM
42
Deltec Asset Management
New York
$1.04M – – –
TCM
43
Tenor Capital Management
New York
$1.04M – – –
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$1.04M +$1.03M +100,000 New
WRBC
45
W.R. Berkley Corp
Connecticut
$816K – – –
BCM
46
BCK Capital Management
Connecticut
$775K – – –
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$428K -$363K -35,072 -46%
CCM
48
Condor Capital Management
New Jersey
$425K +$422K +40,750 New
SC
49
Sculptor Capital
New York
$368K – – –
LCS
50
Levin Capital Strategies
New York
$349K -$131K -12,700 -28%
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