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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
Russell Investments Group
26
Russell Investments Group
United Kingdom
$19.9M -$2.47M -50,894 -12%
HRCM
27
Hood River Capital Management
Florida
$19.6M -$1.86M -38,284 -10%
JP Morgan Chase
28
JP Morgan Chase
New York
$19.6M -$3.63M -74,817 -17%
Goldman Sachs
29
Goldman Sachs
New York
$19.4M -$6.54M -134,700 -28%
Norges Bank
30
Norges Bank
Norway
$18.5M +$16.4M +338,649 New
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.2M +$5.12M +105,430 +46%
Principal Financial Group
32
Principal Financial Group
Iowa
$17.2M -$180K -3,706 -1%
PCM
33
Penn Capital Management
Pennsylvania
$16.9M -$2.23K -46 -0%
Invesco
34
Invesco
Georgia
$16.3M -$18.2M -375,222 -56%
SEI Investments
35
SEI Investments
Pennsylvania
$15.7M -$1.14M -23,508 -8%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$14.2M +$459K +9,460 +4%
Deutsche Bank
37
Deutsche Bank
Germany
$12.4M +$2.3M +47,437 +26%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$12.2M +$45.7K +942 +0.4%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$12.1M -$27.5K -567 -0.3%
HIM
40
Herald Investment Management
United Kingdom
$11.8M +$2.44M +50,205 +30%
First Eagle Investment Management
41
First Eagle Investment Management
New York
$10.4M +$1.79M +36,885 +24%
OCM
42
Olstein Capital Management
New York
$9.49M -$1M -20,597 -11%
PCMI
43
Paradigm Capital Management Inc
New York
$9.37M
CVA
44
Ceredex Value Advisors
Florida
$9.22M +$8.15M +167,800 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$9.08M +$93.3K +1,921 +1%
AllianceBernstein
46
AllianceBernstein
Tennessee
$8.78M -$46.3M -952,448 -86%
Legal & General Group
47
Legal & General Group
United Kingdom
$8.57M -$34.3K -707 -0.4%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$8.23M +$694K +14,291 +11%
EA
49
Emerald Advisers
Pennsylvania
$8.13M +$7.22M +148,591 New
RG
50
Renaissance Group
Kentucky
$8.11M -$119K -2,455 -2%

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.