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1,162 hedge funds and large institutions have $48.1B invested in KLA in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 423 increasing their positions, 442 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 83

26.92% more ownership

Funds ownership: 869.85%896.76% (+27%)

10% more call options, than puts

Call options by funds: $548M | Put options by funds: $497M

3% more funds holding

Funds holding: 1,1291,162 (+33)

4% more capital invested

Capital invested by funds: $46.3B → $48.1B (+$1.81B)

4% less repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 442

29% less funds holding in top 10

Funds holding in top 10: 3525 (-10)

Holders
1,162
Holders Change
+33
Holders Change %
+2.92%
% of All Funds
18.52%
Holding in Top 10
25
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-28.57%
% of All Funds
0.4%
New
137
Increased
423
Reduced
442
Closed
83
Calls
$548M
Puts
$497M
Net Calls
+$51.6M
Net Calls Change
+$72.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
301
GFG Capital
Florida
$7.81M -$1.18K -30 -0%
LG
302
Leuthold Group
Minnesota
$7.66M -$154K -3,920 -2%
CFB
303
Cullen/Frost Bankers
Texas
$7.64M +$323K +8,200 +4%
LI
304
Lafayette Investments
Maryland
$7.62M +$42.2K +1,070 +0.6%
M&T Bank
305
M&T Bank
New York
$7.61M +$1.18M +29,830 +19%
II
306
Inspire Investing
Idaho
$7.58M +$660K +16,750 +10%
AAM
307
Azzad Asset Management
Virginia
$7.57M -$203K -5,150 -3%
RJFSA
308
Raymond James Financial Services Advisors
Florida
$7.54M -$71.7K -1,820 -1%
GIBU
309
Gulf International Bank (UK)
United Kingdom
$7.45M -$2.57M -65,190 -26%
FB
310
Fulton Bank
Pennsylvania
$7.39M -$348K -8,830 -5%
KIA
311
KCM Investment Advisors
California
$7.39M +$79.6K +2,020 +1%
Daiwa Securities Group
312
Daiwa Securities Group
Japan
$7.39M +$182K +4,610 +3%
CCM
313
Carmel Capital Management
California
$7.15M +$118K +3,000 +2%
IAIM
314
Industrial Alliance Investment Management
Quebec, Canada
$7.14M +$3.52M +89,210 +100%
HF
315
HRT Financial
New York
$7.1M +$7.01M +177,780 New
SWM
316
Spire Wealth Management
Virginia
$7.04M +$1.01M +25,610 +17%
FCH
317
Freestone Capital Holdings
Washington
$7.02M -$74.5K -1,890 -1%
OCBCO
318
Oversea-Chinese Banking Corp (OCBC)
Singapore
$6.96M +$249K +6,330 +4%
UBV
319
United Bank (Virginia)
Virginia
$6.88M
Tudor Investment Corp
320
Tudor Investment Corp
Connecticut
$6.87M +$5.65M +143,370 +499%
ORI
321
Oak Ridge Investments
Illinois
$6.84M -$5.91K -150 -0.1%
BCI
322
Brinker Capital Investments
Pennsylvania
$6.79M +$114K +2,880 +2%
OPS
323
Orion Portfolio Solutions
Nebraska
$6.79M +$5.94M +150,610 +772%
GI
324
GS Investments
Minnesota
$6.79M
GIA
325
GHP Investment Advisors
Colorado
$6.79M +$285K +7,220 +4%

KLAC Hedge Fund Activity: Q1 2023 in Review

1,162 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2023, worth a combined $48.1B — up 3.9% from $46.3B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new KLAC positions and 83 closed out — a net gain of 54 holders — while 423 added to existing stakes and 442 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.42B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.08B.

  • 1,162 institutional investors held KLA (KLAC) as of Q1 2023, up from 1,129 in Q4 2022.
  • Funds reported $48.1B of KLA stock for Q1 2023, up 3.9% quarter-over-quarter.
  • 137 funds opened new KLA positions in Q1 2023 and 83 closed out, a net change of +54 holders.
  • The largest KLA buyer in Q1 2023 was Envestnet Asset Management, an estimated $1.42B added.
  • The largest KLA seller in Q1 2023 was T. Rowe Price Associates, an estimated $1.08B sold.

Based on aggregated 13F filings for Q1 2023.