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BK Technologies

21 hedge funds and large institutions have $13.4M invested in BK Technologies in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

11% more funds holding

Funds holding: 1921 (+2)

2% more capital invested

Capital invested by funds: $13.1M → $13.4M (+$288K)

0.4% more ownership

Funds ownership: 31.14%31.54% (+0.4%)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
AIGH Capital Management
Maryland
$4.05M
AWS
2
Atria Wealth Solutions
New York
$2.12M -$147K -11,378 -6%
UIC
3
Uniplan Investment Counsel
Wisconsin
$1.86M +$219K +16,935 +13%
BA
4
Bard Associates
Illinois
$1.7M +$148K +11,485 +9%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.14M -$77.7K -6,012 -6%
WVP
6
Worth Venture Partners
New Jersey
$1M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$556K +$32.4K +2,509 +6%
Vanguard Group
8
Vanguard Group
Pennsylvania
$220K +$14.2K +1,097 +6%
PCM
9
Perritt Capital Management
Illinois
$183K
Geode Capital Management
10
Geode Capital Management
Massachusetts
$182K
Northern Trust
11
Northern Trust
Illinois
$162K +$171K +13,230 New
MDCM
12
Morgan Dempsey Capital Management
Wisconsin
$84.6K +$89.4K +6,918 New
BlackRock
13
BlackRock
New York
$84K -$1.06K -82 -1%
UBS Group
14
UBS Group
Switzerland
$61.1K
TRCT
15
Tower Research Capital (TRC)
New York
$4.29K -$4.16K -322 -48%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2K +$996 +77 +148%
Osaic Holdings
17
Osaic Holdings
Arizona
$281
Wells Fargo
18
Wells Fargo
California
$196 +$13 +1 +7%
JP Morgan Chase
19
JP Morgan Chase
New York
$61 +$26 +2 +67%
Bank of America
20
Bank of America
North Carolina
$12 +$13 +1 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$12 +$13 +1 New
ECM
22
Estabrook Capital Management
New York
-$22.7K -1,829 Closed
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
-$149 -12 Closed

BKTI Hedge Fund Activity: Q4 2023 in Review

21 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BK Technologies (BKTI) for Q4 2023, worth a combined $13.4M — up 2.2% from $13.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BKTI positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Uniplan Investment Counsel, adding an estimated $219K. The largest seller was Atria Wealth Solutions, cutting an estimated $147K.

  • 21 institutional investors held BK Technologies (BKTI) as of Q4 2023, up from 19 in Q3 2023.
  • Funds reported $13.4M of BK Technologies stock for Q4 2023, up 2.2% quarter-over-quarter.
  • 4 funds opened new BK Technologies positions in Q4 2023 and 2 closed out, a net change of +2 holders.
  • The largest BK Technologies buyer in Q4 2023 was Uniplan Investment Counsel, an estimated $219K added.
  • The largest BK Technologies seller in Q4 2023 was Atria Wealth Solutions, an estimated $147K sold.

Based on aggregated 13F filings for Q4 2023.