Knowles
215 hedge funds and large institutions have $1.57B invested in Knowles in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 78 reducing their positions, and 20 closing their positions.
364% more call options, than puts
Call options by funds: $1.24M | Put options by funds: $268K
50% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 20
23% more capital invested
Capital invested by funds: $1.28B → $1.57B (+$294M)
4% more funds holding
Funds holding: 207 → 215 (+8)
2.75% more ownership
Funds ownership: 94.48% → 97.23% (+2.7%)
15% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 78
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$16.5M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$14.1M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$7.31M |
| 4 |
AI
Ariel Investments
Chicago,
Illinois
|
+$7.12M |
| 5 |
BlackRock
New York
|
+$5.18M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.9M |
| 2 |
Bank of New York Mellon
New York
|
-$8.95M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.5M |
| 4 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$4.61M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$3.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
226
Petrus Trust Company
Dallas,
Texas
| – | -$241K | -16,248 | Closed |
|
227
LSV Asset Management
Chicago,
Illinois
| – | -$224K | -15,100 | Closed |
|
|
PWPS
228
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$186K | -12,539 | Closed |
|
|
GCM
229
Graham Capital Management
Rowayton,
Connecticut
| – | -$178K | -12,018 | Closed |
|
230
Fisher Asset Management
Camas,
Washington
| – | -$74.3K | -5,020 | Closed |
|
|
ACM
231
Aquatic Capital Management
Chicago,
Illinois
| – | -$18K | -1,200 | Closed |
|
|
CSPIA
232
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$17.7K | -1,193 | Closed |
|
|
BAAM
233
Baker Avenue Asset Management
San Francisco,
California
| – | -$459 | -31 | Closed |
|
|
SSG
234
Summit Securities Group
New York
| – | +$16 | +1 | New |
|
|
SAM
235
Smartleaf Asset Management
Boston,
Massachusetts
| – | +$202 | +13 | New |
|
KN Hedge Fund Activity: Q4 2023 in Review
215 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Knowles (KN) for Q4 2023, worth a combined $1.57B — up 23% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new KN positions and 20 closed out — a net gain of 10 holders — while 66 added to existing stakes and 78 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $16.5M. The largest seller was Ameriprise, cutting an estimated $12.9M.
- 215 institutional investors held Knowles (KN) as of Q4 2023, up from 207 in Q3 2023.
- Funds reported $1.57B of Knowles stock for Q4 2023, up 23% quarter-over-quarter.
- 30 funds opened new Knowles positions in Q4 2023 and 20 closed out, a net change of +10 holders.
- The largest Knowles buyer in Q4 2023 was Morgan Stanley, an estimated $16.5M added.
- The largest Knowles seller in Q4 2023 was Ameriprise, an estimated $12.9M sold.
Based on aggregated 13F filings for Q4 2023.