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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
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$546K -$23.7K -489 -5%
MOACM
177
Mutual of America Capital Management
New York
$541K -$680 -14 -0.1%
ECM
178
Everence Capital Management
Indiana
$539K
GT
179
Glenmede Trust
Pennsylvania
$501K +$445K +9,158 New
EI
180
Ethic Inc
New York
$488K +$72K +1,483 +20%
Pathstone Holdings
181
Pathstone Holdings
New Jersey
$462K +$409K +8,427 New
EI
182
Ellevest Inc
New York
$442K +$93.5K +1,926 +31%
Neuberger Berman Group
183
Neuberger Berman Group
New York
$423K +$14K +288 +4%
Wealth Enhancement Advisory Services
184
Wealth Enhancement Advisory Services
Minnesota
$418K -$18.8K -387 -5%
GCM
185
Graham Capital Management
Connecticut
$400K +$17.4K +358 +5%
Amundi
186
Amundi
France
$393K +$16.8K +346 +5%
WG
187
Winton Group
United Kingdom
$393K +$24.8K +510 +8%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$388K +$21.6K +445 +7%
MGP
189
Metis Global Partners
California
$379K
CGH
190
Crossmark Global Holdings
Texas
$379K +$2.62K +54 +0.8%
Bessemer Group
191
Bessemer Group
New Jersey
$368K +$2.14K +44 +0.7%
SCA
192
Snowden Capital Advisors
New York
$367K -$5.1K -105 -2%
Public Employees Retirement Association of Colorado
193
Public Employees Retirement Association of Colorado
Colorado
$357K
Verition Fund Management
194
Verition Fund Management
Connecticut
$348K +$309K +6,363 New
CC
195
Centiva Capital
New York
$339K +$301K +6,204 New
ERIM
196
Eagle Ridge Investment Management
Connecticut
$334K
IWM
197
IHT Wealth Management
Illinois
$334K -$340 -7 -0.1%
MWM
198
Mission Wealth Management
California
$334K
VCA
199
Verdence Capital Advisors
Maryland
$330K +$4.71K +97 +2%
Pictet Asset Management
200
Pictet Asset Management
Switzerland
$324K

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.