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393 hedge funds and large institutions have $8.15B invested in KLA in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 133 increasing their positions, 167 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $73.4M | Put options by funds: $52.8M

6% less capital invested

Capital invested by funds: $8.71B → $8.15B (-$562M)

7% less funds holding

Funds holding: 423393 (-30)

20% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 167

46% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 57

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
393
Holders Change
-30
Holders Change %
-7.09%
% of All Funds
10.59%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
31
Increased
133
Reduced
167
Closed
57
Calls
$73.4M
Puts
$52.8M
Net Calls
+$20.6M
Net Calls Change
+$42.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
376
FineMark National Bank & Trust
Florida
$6K
ANBT
377
American National Bank & Trust
Texas
$6K +$6.14K +1,050 New
GAM
378
Gemmer Asset Management
California
$5K
LWM
379
LBA Wealth Management
Florida
$4K
TWA
380
TCI Wealth Advisors
Arizona
$4K
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$3.85K +$3.1K +530 New
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$3K -$1.93K -330 -37%
FPFS
383
First Personal Financial Services
North Carolina
$3K
PIM
384
Parasol Investment Management
Illinois
$3K
GXMC
385
Global X Management Company
New York
$3K +$2.81K +480 New
WA
386
WFG Advisors
Texas
$2K
UB
387
UMB Bank
Missouri
$1.92K -$166K -28,440 -8%
CS
388
Credential Securities
$1.69K -$329K -56,350 -99%
EFSCE
389
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$4.03K -690 -73%
ACS
390
Archford Capital Strategies
Illinois
$1K
PMFA
391
Plante Moran Financial Advisors
Michigan
$1K
TFO
392
Tarbox Family Office
California
$1K
N
393
Nuveen
North Carolina
$625
CI Investments Inc
394
CI Investments Inc
Ontario, Canada
-$30.7M -5,270,000 Closed
Fidelity International
395
Fidelity International
Bermuda
-$20.1M -3,450,000 Closed
Federated Hermes
396
Federated Hermes
Pennsylvania
-$18.3M -3,137,630 Closed
PI
397
PGGM Investments
Netherlands
-$16.6M -2,848,690 Closed
SAM
398
Sentinel Asset Management
Vermont
-$14.6M -2,500,000 Closed
HJGA
399
Hardman Johnston Global Advisors
Connecticut
-$8.06M -1,382,400 Closed
GCC
400
Guardian Capital (Canada)
Ontario, Canada
-$6.47M -1,109,960 Closed

KLAC Hedge Fund Activity: Q2 2015 in Review

393 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q2 2015, worth a combined $8.15B — down 6.4% from $8.71B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of KLAC and 31 opened new positions — a net loss of 26 holders — while 167 trimmed existing stakes and 133 added.

The largest buyer was Capital Research Global Investors, adding an estimated $140M. The largest seller was JP Morgan Chase, cutting an estimated $220M.

  • 393 institutional investors held KLA (KLAC) as of Q2 2015, down from 423 in Q1 2015.
  • Funds reported $8.15B of KLA stock for Q2 2015, down 6.4% quarter-over-quarter.
  • 31 funds opened new KLA positions in Q2 2015 and 57 closed out, a net change of -26 holders.
  • The largest KLA buyer in Q2 2015 was Capital Research Global Investors, an estimated $140M added.
  • The largest KLA seller in Q2 2015 was JP Morgan Chase, an estimated $220M sold.

Based on aggregated 13F filings for Q2 2015.