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Kulicke & Soffa

289 hedge funds and large institutions have $2.65B invested in Kulicke & Soffa in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 103 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $11M

0% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 103

1.99% less ownership

Funds ownership: 98.32%96.34% (-2%)

6% less funds holding

Funds holding: 309289 (-20)

20% less capital invested

Capital invested by funds: $3.31B → $2.65B (-$657M)

35% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 51

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
289
Holders Change
-20
Holders Change %
-6.47%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
33
Increased
103
Reduced
103
Closed
51
Calls
$11.8M
Puts
$11M
Net Calls
+$793K
Net Calls Change
-$8.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$17K -$1.75K -33 -9%
BFEC
252
Benjamin F. Edwards & Company
Missouri
$17K
Pacer Advisors
253
Pacer Advisors
Pennsylvania
$16.3K -$24M -452,647 -100%
CA
254
Centerpoint Advisors
Massachusetts
$16K -$212 -4 -1%
RTC
255
Riverview Trust Company
Washington
$16K
BTI
256
Blue Trust Inc
Georgia
$12K +$4.67K +88 +74%
PPC
257
Park Place Capital
Alabama
$11.2K
WT
258
Washington Trust
Rhode Island
$10.3K -$477 -9 -4%
HPC
259
HM Payson & Co
Maine
$9.73K
HL
260
HeadInvest LLC
Maine
$9.66K +$10.6K +200 New
PFBT
261
Parkside Financial Bank & Trust
Missouri
$8.85K -$159 -3 -2%
HI
262
Harbour Investments
Wisconsin
$7.44K -$848 -16 -9%
AAP
263
Arax Advisory Partners
Colorado
$6.33K
GWM
264
Geneos Wealth Management
Colorado
$4.86K
ME
265
McIlrath & Eck
Washington
$4.86K
KFI
266
Key Financial Inc
Pennsylvania
$4.52K
CAS
267
Coppell Advisory Solutions
Texas
$4.43K
HCP
268
Hexagon Capital Partners
Arkansas
$4.13K -$742 -14 -14%
MPWT
269
MassMutual Private Wealth & Trust
Connecticut
$3.94K +$2.54K +48 +145%
AF
270
Allworth Financial
California
$2.53K +$689 +13 +33%
SIC
271
Salem Investment Counselors
North Carolina
$2.44K
MCM
272
Manchester Capital Management
Vermont
$2.38K
JWA
273
JFS Wealth Advisors
Pennsylvania
$2.19K +$106 +2 +5%
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$2.04K
CTC
275
Central Trust Company
Missouri
$1.9K

KLIC Hedge Fund Activity: Q3 2023 in Review

289 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Kulicke & Soffa (KLIC) for Q3 2023, worth a combined $2.65B — down 20% from $3.31B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of KLIC and 33 opened new positions — a net loss of 18 holders — while 103 trimmed existing stakes and 103 added.

The largest buyer was Victory Capital Management, adding an estimated $37M. The largest seller was LSV Asset Management, exiting entirely with an estimated $67.9M sold.

  • 289 institutional investors held Kulicke & Soffa (KLIC) as of Q3 2023, down from 309 in Q2 2023.
  • Funds reported $2.65B of Kulicke & Soffa stock for Q3 2023, down 20% quarter-over-quarter.
  • 33 funds opened new Kulicke & Soffa positions in Q3 2023 and 51 closed out, a net change of -18 holders.
  • The largest Kulicke & Soffa buyer in Q3 2023 was Victory Capital Management, an estimated $37M added.
  • The largest Kulicke & Soffa seller in Q3 2023 was LSV Asset Management, an estimated $67.9M sold.

Based on aggregated 13F filings for Q3 2023.