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Knowles
KN

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
215
Holders Change
+8
Holders Change %
+3.86%
% of All Funds
3.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
66
Reduced
78
Closed
20
Calls
$1.24M
Puts
$268K
Net Calls
+$976K
Net Calls Change
+$946K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$16.5M
2
Franklin Resources
Franklin Resources
California
+$14.1M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$7.31M
4
AI
Ariel Investments
Illinois
+$7.12M
5
BlackRock
BlackRock
New York
+$5.18M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$12.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$8.95M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.5M
4
GLA
Great Lakes Advisors
Illinois
-$4.61M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
176
Blue Trust Inc
Georgia
$12K +$4.51K +290 +52%
EBA
177
Eagle Bay Advisors
New York
$11.6K -$72.2K -4,647 -88%
BC
178
Bartlett & Co
Ohio
$11K – – –
C
179
Covestor
United Kingdom
$11K +$2.78K +179 +42%
BCWM
180
Bartlett & Co Wealth Management
Ohio
$11K – – –
A
181
AlphaQuest
New York
$10.6K +$9.2K +592 New
QL
182
Quarry LP
New York
$7.72K -$22.1K -1,422 -77%
IFAM
183
Institutional & Family Asset Management
Colorado
$7.16K – – –
ASN
184
Advisory Services Network
Georgia
$6.27K +$5.44K +350 New
TC
185
Truvestments Capital
Florida
$5.37K – – –
PA
186
Pineridge Advisors
Missouri
$5.27K +$4.57K +294 New
AF
187
Allworth Financial
California
$4.71K -$544 -35 -12%
Mitsubishi UFJ Asset Management
188
Mitsubishi UFJ Asset Management
Japan
$4.39K – – –
DFA
189
DHJJ Financial Advisors
Illinois
$3.58K – – –
ECM
190
Estabrook Capital Management
New York
$3.58K – – –
BIA
191
Bell Investment Advisors
California
$3.06K – – –
PWMG
192
Private Wealth Management Group
New Jersey
$2.45K +$2.13K +137 New
PS
193
Principal Securities
Iowa
$1.83K +$1.58K +102 New
AWM
194
Avior Wealth Management
Nebraska
$1.79K – – –
PB
195
Pinnacle Bancorp
Nebraska
$1.79K – – –
RFG
196
RFP Financial Group
Georgia
$1.65K – – –
GRP
197
Global Retirement Partners
California
$1.64K – – –
GWM
198
Geneos Wealth Management
Colorado
$1.61K – – –
FFA
199
Farther Finance Advisors
California
$1.47K -$155 -10 -11%
CAM
200
ClariVest Asset Management
California
$1.27K +$1.1K +71 New
6 7
8
9 10

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.