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Kulicke & Soffa

346 hedge funds and large institutions have $3.66B invested in Kulicke & Soffa in 2021 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 124 increasing their positions, 104 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

57% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 47

47% more call options, than puts

Call options by funds: $47.2M | Put options by funds: $32.1M

19% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 104

10% more capital invested

Capital invested by funds: $3.33B → $3.66B (+$330M)

7% more funds holding

Funds holding: 322346 (+24)

4.74% more ownership

Funds ownership: 92.45%97.19% (+4.7%)

Holders
346
Holders Change
+24
Holders Change %
+7.45%
% of All Funds
5.32%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
74
Increased
124
Reduced
104
Closed
47
Calls
$47.2M
Puts
$32.1M
Net Calls
+$15M
Net Calls Change
-$8.96M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
301
National Bank of Canada
Quebec, Canada
$18K +$17.2K +300 New
TWA
302
TCI Wealth Advisors
Arizona
$16K +$973 +17 +7%
ST
303
Smithfield Trust
Pennsylvania
$16K +$6.64K +116 +77%
EWA
304
EverSource Wealth Advisors
Alabama
$16K +$15.6K +272 New
PFBT
305
Parkside Financial Bank & Trust
Missouri
$13K -$286 -5 -2%
TC
306
Truvestments Capital
Florida
$12K -$2K -35 -15%
HPC
307
HM Payson & Co
Maine
$12K
QCG
308
Quadrant Capital Group
Ohio
$11K
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$11K +$57 +1 +0.6%
CG
310
Cutler Group
California
$9K +$8.92K +156 New
Jones Financial Companies
311
Jones Financial Companies
Missouri
$7K
EI
312
Ellevest Inc
New York
$7K +$400 +7 +7%
HFS
313
Hantz Financial Services
Michigan
$7K +$6.58K +115 New
KFS
314
Kelly Financial Services
Massachusetts
$6.05K +$5.72K +100 New
ST
315
Sageworth Trust
Pennsylvania
$6K -$18.5K -323 -77%
GWM
316
Geneos Wealth Management
Colorado
$6K
ME
317
McIlrath & Eck
Washington
$6K
SMG
318
Spectrum Management Group
Indiana
$6K
ACM
319
Aquatic Capital Management
Illinois
$6K +$5.72K +100 New
TFA
320
Toth Financial Advisory
Virginia
$6K +$5.72K +100 New
MAM
321
McCarthy Asset Management
California
$5K +$1.43K +25 +50%
CFA
322
Carroll Financial Associates
North Carolina
$4K
AssetMark Inc
323
AssetMark Inc
California
$4K +$229 +4 +6%
AAP
324
Arax Advisory Partners
Colorado
$4K +$801 +14 +24%
HR
325
Howe & Rusling
New York
$4K +$3.43K +60 New

KLIC Hedge Fund Activity: Q4 2021 in Review

346 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Kulicke & Soffa (KLIC) for Q4 2021, worth a combined $3.66B — up 9.9% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new KLIC positions and 47 closed out — a net gain of 27 holders — while 124 added to existing stakes and 104 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $58.3M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $62.1M sold.

  • 346 institutional investors held Kulicke & Soffa (KLIC) as of Q4 2021, up from 322 in Q3 2021.
  • Funds reported $3.66B of Kulicke & Soffa stock for Q4 2021, up 9.9% quarter-over-quarter.
  • 74 funds opened new Kulicke & Soffa positions in Q4 2021 and 47 closed out, a net change of +27 holders.
  • The largest Kulicke & Soffa buyer in Q4 2021 was Victory Capital Management, an estimated $58.3M added.
  • The largest Kulicke & Soffa seller in Q4 2021 was Hood River Capital Management, an estimated $62.1M sold.

Based on aggregated 13F filings for Q4 2021.