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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
FMII
201
Farmers & Merchants Investments Inc
Nebraska
$1.09K – – –
Lazard Asset Management
202
Lazard Asset Management
New York
$1K +$870 +56 New
BWP
203
Baldwin Wealth Partners
Massachusetts
$806 – – –
VCM
204
Versant Capital Management
Arizona
$501 -$218 -14 -33%
AWM
205
Abound Wealth Management
Tennessee
$377 – – –
JWA
206
JFS Wealth Advisors
Pennsylvania
$269 -$93 -6 -29%
GWS
207
Glassman Wealth Services
Virginia
$269 – – –
AF
208
Advisornet Financial
Minnesota
$233 +$31 +2 +18%
PFBT
209
Parkside Financial Bank & Trust
Missouri
$198 +$171 +11 New
SIC
210
SJS Investment Consulting
Ohio
$162 -$78 -5 -36%
ZB
211
Zions Bancorporation
Utah
$161 – – –
DPW
212
DiNuzzo Private Wealth
Pennsylvania
$126 +$109 +7 New
TWP
213
TFO Wealth Partners
Ohio
$18 – – –
GLA
214
Great Lakes Advisors
Illinois
– -$4.61M -311,398 Closed
EP
215
Edgestream Partners
New Jersey
– -$3.38M -228,467 Closed
FDS
216
First Dallas Securities
Texas
– -$1.93M -130,000 Closed
First Trust Advisors
217
First Trust Advisors
Illinois
– -$1.02M -68,978 Closed
State of Wisconsin Investment Board
218
State of Wisconsin Investment Board
Wisconsin
– -$993K -67,058 Closed
WB
219
WesBanco Bank
West Virginia
– -$861K -58,161 Closed
OQS
220
Occudo Quantitative Strategies
Florida
– -$830K -56,048 Closed
GCP
221
GSA Capital Partners
United Kingdom
– -$722K -48,771 Closed
SG Americas Securities
222
SG Americas Securities
New York
– -$681K -45,988 Closed
QT
223
Quantbot Technologies
New York
– -$657K -44,350 Closed
SFI
224
Susquehanna Fundamental Investments
Pennsylvania
– -$532K -35,949 Closed
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
– -$302K -20,422 Closed
6 7 8
9
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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.