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This page summarizes the KSA holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether KSA is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing KSA Share Count |
|---|
| CWM LLC |
23 |
140 |
+117 |
+508.70% |
| Simplex Trading LLC |
278 |
681 |
+403 |
+144.96% |
| Allspring Global Investments Holdings LLC |
210,221 |
468,396 |
+258,175 |
+122.81% |
| 4Thought Financial Group Inc. |
116 |
143 |
+27 |
+23.28% |
| Solstein Capital LLC |
42,095 |
46,795 |
+4,700 |
+11.17% |
| Raymond James & Associates |
5,298 |
5,774 |
+476 |
+8.98% |
| Raymond James Financial Services Advisors Inc. |
5,700 |
6,017 |
+317 |
+5.56% |
| 13F Filers Reporting New Positions In KSA |
|---|
| Sunbelt Securities Inc. |
0 |
11,821 |
+11,821 |
+100% |
| CX Institutional |
0 |
928 |
+928 |
+100% |
| All Season Financial Advisors Inc. |
0 |
10,968 |
+10,968 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
200 |
+200 |
+100% |
| Hexagon Capital Partners LLC |
0 |
12 |
+12 |
+100% |
| Strategic Financial Concepts LLC |
0 |
14,152 |
+14,152 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Deltec Asset Management LLC |
46,000 |
46,000 |
UNCH |
0.00% |
| Vanderbilt University |
120,147 |
120,147 |
UNCH |
0.00% |
| Spire Wealth Management |
201 |
201 |
UNCH |
0.00% |
| 13F Filers Decreasing KSA Share Count |
|---|
| Ninety One North America Inc. |
86,244 |
52,984 |
-33,260 |
-38.57% |
| Ninety One UK Ltd |
411,746 |
288,113 |
-123,633 |
-30.03% |
| Sumitomo Mitsui Trust Holdings Inc. |
18,442 |
16,342 |
-2,100 |
-11.39% |
| Banque Cantonale Vaudoise |
13,112 |
12,344 |
-768 |
-5.86% |
| Checchi Capital Advisers LLC |
133,353 |
129,434 |
-3,919 |
-2.94% |
| WCM Investment Management LLC |
1,429 |
1,406 |
-23 |
-1.61% |
See Summary: Institutional Holders of KSA
See Details: Top 10 Hedge Funds Holding KSA
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