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KLA
KLAC

500 hedge funds and large institutions have $11B invested in KLA in 2016 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 170 increasing their positions, 137 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

893.69% more ownership

Funds ownership: 0% → 893.69% (+894%)

96% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 71

24% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 137

14% more capital invested

Capital invested by funds: $9.65B → $11B (+$1.34B)

14% more funds holding

Funds holding: 439 → 500 (+61)

38% less call options, than puts

Call options by funds: $26.1M | Put options by funds: $42M

84% less funds holding in top 10

Funds holding in top 10: 19 → 3 (-16)

Holders
500
Holders Change
+61
Holders Change %
+13.9%
% of All Funds
12.5%
Holding in Top 10
3
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-84.21%
% of All Funds
0.07%
New
139
Increased
170
Reduced
137
Closed
71
Calls
$26.1M
Puts
$42M
Net Calls
-$15.9M
Net Calls Change
-$39.4M

Top Buyers

Rank Fund Capital Flow
1
AIG
American International Group
New York
+$397M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$277M
3
Boston Partners
Boston Partners
Massachusetts
+$198M
4
Parnassus Investments
Parnassus Investments
California
+$135M
5
Invesco
Invesco
Georgia
+$107M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$298M
2
Citigroup
Citigroup
New York
-$274M
3
UBS Group
UBS Group
Switzerland
-$271M
4
JP Morgan Chase
JP Morgan Chase
New York
-$197M
5
AA
AQR Arbitrage
Connecticut
-$194M
Name Holding Trade Value Shares
Change 		Change in
Stake
ERSOT
251
Employees Retirement System of Texas
Texas
$1.26M +$153K +20,000 +14%
NAMA
252
Nikko Asset Management Americas
New York
$1.25M -$53.5K -7,000 -4%
SAM
253
Securian Asset Management
Minnesota
$1.24M +$32.8K +4,300 +3%
DnB Asset Management
254
DnB Asset Management
Norway
$1.22M +$1.18M +155,000 New
CBOA
255
Commonwealth Bank of Australia
Australia
$1.21M +$187K +24,500 +19%
IRF
256
IBM Retirement Fund
New York
$1.21M -$1.49M -195,230 -57%
HK
257
Horizon Kinetics
New York
$1.2M – – –
M&T Bank
258
M&T Bank
New York
$1.19M -$49.1K -6,430 -4%
NSEDCP
259
NJ State Employees Deferred Compensation Plan
New Jersey
$1.18M – – –
Natixis Advisors
260
Natixis Advisors
Massachusetts
$1.16M +$1.12M +147,210 New
WAM
261
World Asset Management
Michigan
$1.16M -$93.2K -12,200 -8%
CAM
262
Capstone Asset Management
Texas
$1.16M -$34.4K -4,500 -3%
FL
263
Fort LP
Maryland
$1.08M +$391K +51,210 +59%
OI
264
Oakbrook Investments
Illinois
$1.06M +$370K +48,500 +56%
ZCM
265
Zebra Capital Management
Connecticut
$1.05M +$1.02M +133,030 New
CAM
266
CG Asset Management
New York
$1.03M -$30.6K -4,000 -3%
PWPCM
267
Perella Weinberg Partners Capital Management
New York
$1.02M +$986K +129,080 New
Rafferty Asset Management
268
Rafferty Asset Management
New York
$1.01M +$984K +128,770 New
CG
269
Cutler Group
California
$973K +$823K +107,700 +674%
GIA
270
Gateway Investment Advisers
Ohio
$972K -$16.7K -2,190 -2%
SIM
271
Sentry Investment Management
Wisconsin
$966K – – –
NBC
272
Neuberger Berman Canada
Ontario, Canada
$945K +$917K +120,050 New
GT
273
Glenmede Trust
Pennsylvania
$932K +$54.6K +7,150 +6%
CWM
274
CIBC World Markets
New York
$911K +$885K +115,830 New
TG
275
TCW Group
California
$909K – – –
9 10
11
12 13

KLAC Hedge Fund Activity: Q4 2016 in Review

500 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2016, worth a combined $11B — up 14% from $9.65B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new KLAC positions and 71 closed out — a net gain of 68 holders — while 170 added to existing stakes and 137 trimmed.

The largest buyer was American International Group, adding an estimated $397M. The largest seller was Morgan Stanley, cutting an estimated $298M.

  • 500 institutional investors held KLA (KLAC) as of Q4 2016, up from 439 in Q3 2016.
  • Funds reported $11B of KLA stock for Q4 2016, up 14% quarter-over-quarter.
  • 139 funds opened new KLA positions in Q4 2016 and 71 closed out, a net change of +68 holders.
  • The largest KLA buyer in Q4 2016 was American International Group, an estimated $397M added.
  • The largest KLA seller in Q4 2016 was Morgan Stanley, an estimated $298M sold.

Based on aggregated 13F filings for Q4 2016.