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Klaviyo

156 hedge funds and large institutions have $3.99B invested in Klaviyo in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more call options, than puts

Call options by funds: $70.2M | Put options by funds: $15.8M

132% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 19

45% more capital invested

Capital invested by funds: $2.76B → $3.99B (+$1.23B)

19% more funds holding

Funds holding: 131156 (+25)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

8% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 49

2.11% less ownership

Funds ownership: 157.37%155.26% (-2.1%)

Holders
156
Holders Change
+25
Holders Change %
+19.08%
% of All Funds
2.24%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
44
Increased
45
Reduced
49
Closed
19
Calls
$70.2M
Puts
$15.8M
Net Calls
+$54.4M
Net Calls Change
+$55.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
126
Victory Capital Management
Texas
$208K +$170K +5,865 New
HSBC Holdings
127
HSBC Holdings
United Kingdom
$203K +$165K +5,679 New
Bank Julius Baer & Co
128
Bank Julius Baer & Co
Switzerland
$188K -$8.64K -298 -6%
WTG
129
West Tower Group
Virginia
$177K +$145K +5,000 New
Ensign Peak Advisors
130
Ensign Peak Advisors
Utah
$173K
Wells Fargo
131
Wells Fargo
California
$150K +$38.4K +1,326 +45%
Group One Trading
132
Group One Trading
Illinois
$138K +$56.2K +1,940 +100%
SIC
133
Salem Investment Counselors
North Carolina
$83.1K
RhumbLine Advisers
134
RhumbLine Advisers
Massachusetts
$72.6K +$59.4K +2,051 New
GWP
135
Gen-Wealth Partners
Michigan
$71.6K +$53.8K +1,855 New
JIP
136
Jaffetilchin Investment Partners
Florida
$69K +$56.5K +1,950 New
NC
137
nVerses Capital
Florida
$53.1K +$43.5K +1,500 New
AAM
138
Advisors Asset Management
Colorado
$48.2K +$23.4K +808 +146%
Deutsche Bank
139
Deutsche Bank
Germany
$46.4K
TRCT
140
Tower Research Capital (TRC)
New York
$37.4K -$65.3K -2,252 -68%
SFCL
141
Strengthening Families & Communities LLC
Massachusetts
$24.1K +$19.7K +680 New
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$23K -$1.97K -68 -9%
FFA
143
Farther Finance Advisors
California
$22.4K +$18.4K +634 New
PS
144
Principal Securities
Iowa
$22.1K +$18.1K +625 New
T2I
145
Turim 21 Investimentos
Brazil
$19.2K
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.2K
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$13K -$6.81K -235 -39%
Royal Bank of Canada
148
Royal Bank of Canada
Ontario, Canada
$11K -$25K -862 -74%
CI Investments Inc
149
CI Investments Inc
Ontario, Canada
$5K +$319 +11 +9%
LFG
150
Larson Financial Group
Missouri
$3.54K +$2.9K +100 New