KNSL ranks #963 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
KNSL is a top-conviction position for Turtle Creek Asset Management Inc. — at 5.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in KNSL belongs to Bamco Inc /ny/, but the position matters far more to Turtle Creek Asset Management Inc., who has 5.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Arrowstreet Capital, Limited Partnership has added to its KNSL position for two straight quarters, increasing it by $73.4M to reach $101.8M today.
First Manhattan Co. LLC. has trimmed its KNSL position for two straight quarters, cutting it by $178.3M while still holding $62.1M.
KNSL is down 0.4% today, but institutions show net buying of $2.2B this quarter — a divergence between today's price move and the underlying institutional flow.