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749 hedge funds and large institutions have $27.5B invested in KLA in 2020 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 230 increasing their positions, 300 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 63

35% more capital invested

Capital invested by funds: $20.3B → $27.5B (+$7.14B)

14.08% more ownership

Funds ownership: 903.43%917.51% (+14%)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

7% more funds holding

Funds holding: 702749 (+47)

6% less call options, than puts

Call options by funds: $175M | Put options by funds: $187M

23% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 300

Holders
749
Holders Change
+47
Holders Change %
+6.7%
% of All Funds
15.36%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.23%
New
115
Increased
230
Reduced
300
Closed
63
Calls
$175M
Puts
$187M
Net Calls
-$12M
Net Calls Change
+$3.43M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
326
Shoker Investment Counsel
Ohio
$1.93M -$33.2K -1,940 -2%
IP
327
Intellectus Partners
California
$1.92M -$29.7K -1,740 -2%
JWCA
328
J.W. Coons Advisors
Ohio
$1.91M -$17.1K -1,000 -1%
HB
329
Homrich & Berg
Georgia
$1.91M -$109K -6,360 -6%
FB
330
Fulton Bank
Pennsylvania
$1.89M +$884K +51,710 +113%
SMDAM
331
Sumitomo Mitsui DS Asset Management
Japan
$1.89M +$78.8K +4,610 +5%
EB
332
Eastern Bank
Massachusetts
$1.89M +$1.66M +97,190 New
PA
333
PFG Advisors
Arizona
$1.89M +$87.2K +5,100 +6%
CFB
334
Cullen/Frost Bankers
Texas
$1.85M +$203K +11,880 +14%
ECM
335
ExodusPoint Capital Management
New York
$1.82M +$1.17M +68,520 +274%
LSA
336
L & S Advisors
California
$1.81M -$337K -19,720 -17%
B
337
Barings
North Carolina
$1.76M
SAM
338
Shell Asset Management
Netherlands
$1.75M +$433K +25,330 +39%
COPPSERS
339
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.72M -$208K -12,150 -12%
TNB
340
TCF National Bank
South Dakota
$1.72M -$26K -1,520 -1%
BF
341
BOK Financial
Oklahoma
$1.71M +$83.8K +4,900 +6%
Canada Pension Plan Investment Board
342
Canada Pension Plan Investment Board
Ontario, Canada
$1.69M -$5.19M -303,350 -78%
KRS
343
Kentucky Retirement Systems
Kentucky
$1.68M -$367K -21,450 -20%
SIM
344
Sentry Investment Management
Wisconsin
$1.67M +$1.3M +76,080 +770%
THWM
345
Taylor Hoffman Wealth Management
Virginia
$1.66M +$35K +2,050 +2%
NMIMC
346
Northwestern Mutual Investment Management Company
Wisconsin
$1.66M +$50.8K +2,970 +4%
Wealthfront Advisers
347
Wealthfront Advisers
California
$1.64M -$153K -8,960 -10%
NA
348
NewEdge Advisors
Louisiana
$1.59M +$398K +23,280 +40%
CCM
349
Cadence Capital Management
Massachusetts
$1.56M -$699K -40,890 -34%
ERSOT
350
Employees Retirement System of Texas
Texas
$1.56M +$1.37M +80,000 New

KLAC Hedge Fund Activity: Q2 2020 in Review

749 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q2 2020, worth a combined $27.5B — up 35% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new KLAC positions and 63 closed out — a net gain of 52 holders — while 230 added to existing stakes and 300 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $192M. The largest seller was Victory Capital Management, cutting an estimated $144M.

  • 749 institutional investors held KLA (KLAC) as of Q2 2020, up from 702 in Q1 2020.
  • Funds reported $27.5B of KLA stock for Q2 2020, up 35% quarter-over-quarter.
  • 115 funds opened new KLA positions in Q2 2020 and 63 closed out, a net change of +52 holders.
  • The largest KLA buyer in Q2 2020 was Wellington Management Group, an estimated $192M added.
  • The largest KLA seller in Q2 2020 was Victory Capital Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2020.