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KDK

Kodiak AI
KDK

53 hedge funds and large institutions have $449M invested in Kodiak AI in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $444M → $449M (+$5.19M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.06% less ownership

Funds ownership: 85.05% → 84.99% (-0.06%)

5% less funds holding

Funds holding: 56 → 53 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
0.76%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
6
Increased
10
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$13.8M
2
SIA
Schechter Investment Advisors
Michigan
+$12M
3
KL
KIM LLC
Kansas
+$10.6M
4
PMAM
Picton Mahoney Asset Management
Ontario, Canada
+$8.24M
5
MSU
Mizuho Securities USA
New York
+$3.68M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$11.8M
2
AMH
Apollo Management Holdings
New York
-$7.83M
3
RCM
Radcliffe Capital Management
Pennsylvania
-$5.78M
4
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
-$4.61M
5
CAC
Cowen and Company
New York
-$4.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
51
Firethorn Wealth Partners
Georgia
$184K -$24.2K -2,304 -12%
CSD
52
Clear Street Derivatives
New York
$20.7K +$20.6K +1,960 New
WAM
53
Wolverine Asset Management
Illinois
$877 – – –
AMH
54
Apollo Management Holdings
New York
– -$7.83M -750,000 Closed
PSAMP
55
P. Schoenfeld Asset Management (PSAM)
New York
– -$4.61M -441,198 Closed
CM
56
Cohanzick Management
New York
– -$3.2M -306,200 Closed
JP Morgan Chase
57
JP Morgan Chase
New York
– -$1.3M -125,000 Closed
KPF
58
K2 Principal Fund
Ontario, Canada
– -$1.18M -112,725 Closed
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
– -$428K -41,016 Closed
EWM
60
Evercore Wealth Management
New York
– -$280K -26,850 Closed
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
– -$222K -21,250 Closed
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