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210 hedge funds and large institutions have $1.6B invested in Knowles in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 81 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more call options, than puts

Call options by funds: $189K | Put options by funds: $51K

5% more capital invested

Capital invested by funds: $1.53B → $1.6B (+$73M)

0% less funds holding

Funds holding: 211210 (-1)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

1.56% less ownership

Funds ownership: 98.59%97.04% (-1.6%)

30% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 81

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
210
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
57
Reduced
81
Closed
27
Calls
$189K
Puts
$51K
Net Calls
+$138K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
201
JFS Wealth Advisors
Pennsylvania
$488 +$101 +6 +29%
CWC
202
Carolinas Wealth Consulting
North Carolina
$455 -$34 -2 -7%
AWM
203
Abound Wealth Management
Tennessee
$380 +$353 +21 New
PFBT
204
Parkside Financial Bank & Trust
Missouri
$380 +$353 +21 New
SIC
205
SJS Investment Consulting
Ohio
$308 +$34 +2 +13%
GWS
206
Glassman Wealth Services
Virginia
$271
DI
207
Disciplined Investments
Oklahoma
$199
ZB
208
Zions Bancorporation
Utah
$163
AF
209
Advisornet Financial
Minnesota
$144 -$67 -4 -33%
TWP
210
TFO Wealth Partners
Ohio
$18
SCM
211
Simcoe Capital Management
New York
-$67.8M -3,990,597 Closed
Marshall Wace
212
Marshall Wace
United Kingdom
-$2.06M -121,456 Closed
Assenagon Asset Management
213
Assenagon Asset Management
Luxembourg
-$1.76M -103,608 Closed
Balyasny Asset Management
214
Balyasny Asset Management
Illinois
-$1.14M -67,202 Closed
Tudor Investment Corp
215
Tudor Investment Corp
Connecticut
-$832K -48,946 Closed
ZCM
216
Ziegler Capital Management
Illinois
-$497K -29,237 Closed
Verition Fund Management
217
Verition Fund Management
Connecticut
-$354K -20,819 Closed
EGM
218
Engineers Gate Manager
New York
-$237K -13,966 Closed
DTL
219
Dynamic Technology Lab
Singapore
-$220K -12,914 Closed
CCIA
220
Campbell & Co Investment Adviser
Maryland
-$219K -12,855 Closed
HAM
221
Hedges Asset Management
Nevada
-$207K -12,200 Closed
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
-$206K -11,944 Closed
CT
223
Chicago Trust
Illinois
-$179K -10,540 Closed
ECM
224
Evergreen Capital Management
Washington
-$179K -10,536 Closed
SOW
225
State of Wyoming
Wyoming
-$173K -10,190 Closed

KN Hedge Fund Activity: Q2 2023 in Review

210 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Knowles (KN) for Q2 2023, worth a combined $1.6B — up 4.8% from $1.53B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of KN and 26 opened new positions — a net loss of 1 holder — while 81 trimmed existing stakes and 57 added.

The largest buyer was Franklin Resources, adding an estimated $29.1M. The largest seller was Simcoe Capital Management, exiting entirely with an estimated $67.8M sold.

  • 210 institutional investors held Knowles (KN) as of Q2 2023, down from 211 in Q1 2023.
  • Funds reported $1.6B of Knowles stock for Q2 2023, up 4.8% quarter-over-quarter.
  • 26 funds opened new Knowles positions in Q2 2023 and 27 closed out, a net change of -1 holder.
  • The largest Knowles buyer in Q2 2023 was Franklin Resources, an estimated $29.1M added.
  • The largest Knowles seller in Q2 2023 was Simcoe Capital Management, an estimated $67.8M sold.

Based on aggregated 13F filings for Q2 2023.