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612 hedge funds and large institutions have $14.8B invested in KLA in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 218 increasing their positions, 235 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.95% more ownership

Funds ownership: 920.53%930.48% (+10%)

3% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 63

1% less funds holding

Funds holding: 617612 (-5)

7% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 235

5% less capital invested

Capital invested by funds: $15.6B → $14.8B (-$794M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

34% less call options, than puts

Call options by funds: $49.9M | Put options by funds: $75.6M

Holders
612
Holders Change
-5
Holders Change %
-0.81%
% of All Funds
14.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
65
Increased
218
Reduced
235
Closed
63
Calls
$49.9M
Puts
$75.6M
Net Calls
-$25.6M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
UBV
326
United Bank (Virginia)
Virginia
$1.03M +$811K +74,620 +290%
Alkeon Capital Management
327
Alkeon Capital Management
New York
$1.02M
AWCI
328
Alpine Woods Capital Investors
New York
$1.02M
CL
329
CPWM LLC
Washington
$1.01M +$291K +26,720 +37%
JMPWA
330
JP Morgan Private Wealth Advisors
California
$1.01M -$72.6K -6,680 -6%
BCM
331
Boltwood Capital Management
California
$1M +$1.06M +97,900 New
CA
332
Cullinan Associates
Kentucky
$984K +$70.7K +6,500 +7%
HW
333
Hancock Whitney
Mississippi
$975K -$1.3K -120 -0.1%
Creative Planning
334
Creative Planning
Kansas
$962K +$430K +39,510 +73%
Wealth Enhancement Advisory Services
335
Wealth Enhancement Advisory Services
Minnesota
$953K -$377K -34,670 -28%
LSERS
336
Louisiana State Employees Retirement System
Louisiana
$943K -$43.5K -4,000 -4%
NCMW
337
Northern Capital Management (Wisconsin)
Wisconsin
$929K -$165K -15,200 -14%
PA
338
Pinnacle Associates
New York
$926K +$119K +10,960 +14%
CTC
339
Central Trust Company
Missouri
$921K +$20.7K +1,900 +2%
YMRC
340
Yorktown Management & Research Company
Virginia
$902K +$957K +88,000 New
HI
341
HBK Investments
Texas
$872K +$522K +48,000 +130%
SC
342
Scotia Capital
Ontario, Canada
$862K -$7.18K -660 -0.8%
Macquarie Group
343
Macquarie Group
Australia
$851K -$141K -13,000 -14%
PC
344
Palo Capital
California
$843K +$10.4K +960 +1%
CAM
345
Cypress Asset Management
Texas
$831K +$395K +36,300 +81%
CG
346
Caprock Group
Idaho
$830K +$188K +17,290 +27%
LTFS
347
Ladenburg Thalmann Financial Services
Florida
$822K
V
348
Veritable
Delaware
$817K +$13.9K +1,280 +2%
Envestnet Asset Management
349
Envestnet Asset Management
Illinois
$792K -$80K -7,360 -9%
PP
350
Paloma Partners
Connecticut
$790K -$545K -50,100 -39%

KLAC Hedge Fund Activity: Q2 2018 in Review

612 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q2 2018, worth a combined $14.8B — down 5.1% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new KLAC positions and 63 closed out — a net gain of 2 holders — while 218 added to existing stakes and 235 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $324M. The largest seller was Wellington Management Group, cutting an estimated $191M.

  • 612 institutional investors held KLA (KLAC) as of Q2 2018, down from 617 in Q1 2018.
  • Funds reported $14.8B of KLA stock for Q2 2018, down 5.1% quarter-over-quarter.
  • 65 funds opened new KLA positions in Q2 2018 and 63 closed out, a net change of +2 holders.
  • The largest KLA buyer in Q2 2018 was T. Rowe Price Associates, an estimated $324M added.
  • The largest KLA seller in Q2 2018 was Wellington Management Group, an estimated $191M sold.

Based on aggregated 13F filings for Q2 2018.