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394 hedge funds and large institutions have $10B invested in KLA in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 134 increasing their positions, 143 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

4% more capital invested

Capital invested by funds: $9.65B → $10B (+$373M)

6% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 143

5% less funds holding

Funds holding: 413394 (-19)

24% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 70

66% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $56.9M

Holders
394
Holders Change
-19
Holders Change %
-4.6%
% of All Funds
10.5%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
53
Increased
134
Reduced
143
Closed
70
Calls
$19.3M
Puts
$56.9M
Net Calls
-$37.6M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Change in
Stake
UBWV
301
United Bank (West Virginia)
West Virginia
$231K
Creative Planning
302
Creative Planning
Kansas
$225K -$31.9K -4,740 -13%
AT
303
Arden Trust
Delaware
$225K -$740 -110 -0.4%
AIP
304
Ameritas Investment Partners
Nebraska
$223K -$180K -26,730 -47%
DILH
305
Dai-ichi Life Holdings
Japan
$219K
BPGAM
306
BTG Pactual Global Asset Management
Bermuda
$218K +$202K +30,000 New
Commonwealth Equity Services
307
Commonwealth Equity Services
Massachusetts
$215K -$79.8K -11,860 -29%
Bank of Nova Scotia
308
Bank of Nova Scotia
Ontario, Canada
$213K
W
309
Wealthfront
California
$212K +$196K +29,180 New
EOJOAM
310
E. Ohman J:or Asset Management
Sweden
$211K
GCA
311
Gideon Capital Advisors
New York
$207K +$191K +28,380 New
LNWWM
312
Laird Norton Wetherby Wealth Management
California
$205K +$189K +28,070 New
JWA
313
JFS Wealth Advisors
Pennsylvania
$204K
EA
314
Euclid Advisors
Connecticut
$180K -$76.7K -11,400 -32%
CCA
315
Checchi Capital Advisers
California
$173K +$160K +23,740 New
FMLI
316
Fukoku Mutual Life Insurance
Japan
$167K
Pacer Advisors
317
Pacer Advisors
Pennsylvania
$163K -$96.1K -14,290 -39%
TCOV
318
Trust Company of Vermont
Vermont
$129K
MFS
319
MSI Financial Services
Massachusetts
$127K -$19.2K -2,850 -14%
CG
320
Cutler Group
California
$118K +$109K +16,240 New
Fuller & Thaler Asset Management
321
Fuller & Thaler Asset Management
California
$116K +$108K +16,000 New
CTC
322
Central Trust Company
Missouri
$109K
PSUF
323
People's United Financial
Connecticut
$95K
Geode Capital Management
324
Geode Capital Management
Massachusetts
$94.6K +$1.76M +261,260 +2%
Toronto Dominion Bank
325
Toronto Dominion Bank
Ontario, Canada
$91K -$241K -35,770 -74%

KLAC Hedge Fund Activity: Q1 2016 in Review

394 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2016, worth a combined $10B — up 3.9% from $9.65B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of KLAC and 53 opened new positions — a net loss of 17 holders — while 143 trimmed existing stakes and 134 added.

The largest buyer was Citigroup, adding an estimated $424M. The largest seller was Magnetar Financial, cutting an estimated $354M.

  • 394 institutional investors held KLA (KLAC) as of Q1 2016, down from 413 in Q4 2015.
  • Funds reported $10B of KLA stock for Q1 2016, up 3.9% quarter-over-quarter.
  • 53 funds opened new KLA positions in Q1 2016 and 70 closed out, a net change of -17 holders.
  • The largest KLA buyer in Q1 2016 was Citigroup, an estimated $424M added.
  • The largest KLA seller in Q1 2016 was Magnetar Financial, an estimated $354M sold.

Based on aggregated 13F filings for Q1 2016.