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Kulicke & Soffa

298 hedge funds and large institutions have $2.9B invested in Kulicke & Soffa in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 98 increasing their positions, 108 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 39

24% more call options, than puts

Call options by funds: $16M | Put options by funds: $12.9M

9% more capital invested

Capital invested by funds: $2.65B → $2.9B (+$249M)

3% more funds holding

Funds holding: 289298 (+9)

9% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 108

2.97% less ownership

Funds ownership: 96.34%93.36% (-3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
298
Holders Change
+9
Holders Change %
+3.11%
% of All Funds
4.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
52
Increased
98
Reduced
108
Closed
39
Calls
$16M
Puts
$12.9M
Net Calls
+$3.1M
Net Calls Change
+$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
276
Private Wealth Management Group
New Jersey
$2.3K +$2.04K +42 New
FMII
277
Farmers & Merchants Investments Inc
Nebraska
$2.3K
CTC
278
Central Trust Company
Missouri
$2.13K
LC
279
Lindbrook Capital
California
$2.08K +$777 +16 +73%
FGAM
280
Financial Gravity Asset Management
Texas
$1.94K +$583 +12 +44%
BFPW
281
BOK Financial Private Wealth
Colorado
$1.75K +$1.55K +32 New
FFA
282
Frazier Financial Advisors
Ohio
$1.75K +$1.55K +32 New
AT
283
Arlington Trust
Alabama
$1.7K +$1.5K +31 New
GWS
284
Glassman Wealth Services
Virginia
$1.59K +$1.07K +22 +314%
CJ
285
Caitlin John
Michigan
$1.32K +$1.17K +24 New
JWA
286
JFS Wealth Advisors
Pennsylvania
$1.31K -$1.02K -21 -47%
BIA
287
Bell Investment Advisors
California
$1.31K
SIC
288
SJS Investment Consulting
Ohio
$931 -$194 -4 -19%
AF
289
Advisornet Financial
Minnesota
$876 -$21K -432 -96%
VCM
290
Versant Capital Management
Arizona
$876 +$97 +2 +14%
PA
291
Parallel Advisors
California
$821 -$534 -11 -42%
DPW
292
DiNuzzo Private Wealth
Pennsylvania
$548 +$486 +10 New
FBC
293
Fairfield, Bush & Co
Connecticut
$446 +$389 +8 New
PFBT
294
Parkside Financial Bank & Trust
Missouri
$438 -$8.45K -174 -96%
AWM
295
Abound Wealth Management
Tennessee
$438
MPWT
296
MassMutual Private Wealth & Trust
Connecticut
$164 -$3.79K -78 -96%
TWP
297
TFO Wealth Partners
Ohio
$164
HNB
298
Huntington National Bank
Ohio
$55 -$1.5K -31 -97%
CIM
299
Cambria Investment Management
California
-$7.03M -144,510 Closed
HF
300
HRT Financial
New York
-$6.29M -129,387 Closed

KLIC Hedge Fund Activity: Q4 2023 in Review

298 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Kulicke & Soffa (KLIC) for Q4 2023, worth a combined $2.9B — up 9.4% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new KLIC positions and 39 closed out — a net gain of 13 holders — while 98 added to existing stakes and 108 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.1M. The largest seller was Capital International Investors, cutting an estimated $82.2M.

  • 298 institutional investors held Kulicke & Soffa (KLIC) as of Q4 2023, up from 289 in Q3 2023.
  • Funds reported $2.9B of Kulicke & Soffa stock for Q4 2023, up 9.4% quarter-over-quarter.
  • 52 funds opened new Kulicke & Soffa positions in Q4 2023 and 39 closed out, a net change of +13 holders.
  • The largest Kulicke & Soffa buyer in Q4 2023 was Morgan Stanley, an estimated $31.1M added.
  • The largest Kulicke & Soffa seller in Q4 2023 was Capital International Investors, an estimated $82.2M sold.

Based on aggregated 13F filings for Q4 2023.