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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
HGC Investment Management
Toronto,
Ontario, Canada
|
+$40.9M |
| 2 |
SIA
Schechter Investment Advisors
Birmingham,
Michigan
|
+$13.1M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$10.4M |
| 4 |
Capstone Investment Advisors
New York
|
+$3.1M |
| 5 |
CAC
Cowen and Company
New York
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
|
-$8.64M |
| 2 |
TCA
Taconic Capital Advisors
New York
|
-$6.16M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$4.71M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$3.46M |
| 5 |
PCM
Prelude Capital Management
New York
|
-$2.07M |
KDK Hedge Fund Activity: Q4 2023 in Review
56 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Kodiak AI (KDK) for Q4 2023, worth a combined $444M — up 11% from $399M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of KDK and 5 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 11 added.
The largest buyer was HGC Investment Management, adding an estimated $40.9M. The largest seller was P. Schoenfeld Asset Management (PSAM), cutting an estimated $8.64M.
- 56 institutional investors held Kodiak AI (KDK) as of Q4 2023, down from 58 in Q3 2023.
- Funds reported $444M of Kodiak AI stock for Q4 2023, up 11% quarter-over-quarter.
- 5 funds opened new Kodiak AI positions in Q4 2023 and 6 closed out, a net change of -1 holder.
- The largest Kodiak AI buyer in Q4 2023 was HGC Investment Management, an estimated $40.9M added.
- The largest Kodiak AI seller in Q4 2023 was P. Schoenfeld Asset Management (PSAM), an estimated $8.64M sold.
Based on aggregated 13F filings for Q4 2023.