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Kulicke & Soffa

211 hedge funds and large institutions have $1.42B invested in Kulicke & Soffa in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

22% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $2.32M

13% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 69

3.52% more ownership

Funds ownership: 84.9%88.42% (+3.5%)

3% more funds holding

Funds holding: 204211 (+7)

2% more capital invested

Capital invested by funds: $1.4B → $1.42B (+$24.1M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
211
Holders Change
+7
Holders Change %
+3.43%
% of All Funds
4.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
78
Reduced
69
Closed
25
Calls
$2.83M
Puts
$2.32M
Net Calls
+$510K
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$51K +$55.4K +2,135 New
JA
177
JOYN Advisors
Georgia
$48K -$2.62K -101 -5%
Russell Investments Group
178
Russell Investments Group
United Kingdom
$45K -$1.88M -72,621 -97%
SWA
179
Sutton Wealth Advisors
Florida
$43.7K
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$41K
FHA
181
Flagship Harbor Advisors
Massachusetts
$37K -$1.14K -44 -3%
MOACM
182
Mutual of America Capital Management
New York
$31K +$26.8K +1,035 +407%
Schroder Investment Management Group
183
Schroder Investment Management Group
United Kingdom
$24K +$25.9K +1,000 New
PCP
184
Proficio Capital Partners
Massachusetts
$22K +$24.4K +941 New
PCG
185
Private Capital Group
Connecticut
$20K
Simplex Trading
186
Simplex Trading
Illinois
$20K +$22K +847 New
ASN
187
Advisory Services Network
Georgia
$15K +$2.75K +106 +21%
Fidelity Investments
188
Fidelity Investments
Massachusetts
$14K -$5.48M -211,223 -100%
AG
189
Advisor Group
Arizona
$12K +$9.49K +366 +261%
TRCT
190
Tower Research Capital (TRC)
New York
$10K +$11.4K +439 New
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$9K
CG
192
Cutler Group
California
$8K +$8.79K +339 New
NFG
193
Next Financial Group
Texas
$7K +$7.34K +283 New
FPFS
194
First Personal Financial Services
North Carolina
$7K +$7.47K +288 New
APA
195
American Portfolios Advisors
New York
$6.2K
HIM
196
Hillsdale Investment Management
Ontario, Canada
$6K
Financial Engines Advisors
197
Financial Engines Advisors
California
$4K -$26 -1 -0.7%
VCM
198
Versant Capital Management
Arizona
$3K -$726 -28 -15%
TWA
199
TCI Wealth Advisors
Arizona
$3K
WAM
200
Wealthspire Advisors (Maryland)
Maryland
$3K

KLIC Hedge Fund Activity: Q3 2018 in Review

211 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kulicke & Soffa (KLIC) for Q3 2018, worth a combined $1.42B — up 1.7% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new KLIC positions and 25 closed out — a net gain of 9 holders — while 78 added to existing stakes and 69 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $62.6M. The largest seller was Whale Rock Capital Management, cutting an estimated $43.6M.

  • 211 institutional investors held Kulicke & Soffa (KLIC) as of Q3 2018, up from 204 in Q2 2018.
  • Funds reported $1.42B of Kulicke & Soffa stock for Q3 2018, up 1.7% quarter-over-quarter.
  • 34 funds opened new Kulicke & Soffa positions in Q3 2018 and 25 closed out, a net change of +9 holders.
  • The largest Kulicke & Soffa buyer in Q3 2018 was Principal Financial Group, an estimated $62.6M added.
  • The largest Kulicke & Soffa seller in Q3 2018 was Whale Rock Capital Management, an estimated $43.6M sold.

Based on aggregated 13F filings for Q3 2018.