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423 hedge funds and large institutions have $8.71B invested in KLA in 2015 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 150 increasing their positions, 156 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 156

3% less funds holding

Funds holding: 436423 (-13)

11% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 53

25% less call options, than puts

Call options by funds: $67.1M | Put options by funds: $89.2M

35% less capital invested

Capital invested by funds: $13.5B → $8.71B (-$4.77B)

Holders
423
Holders Change
-13
Holders Change %
-2.98%
% of All Funds
11.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
47
Increased
150
Reduced
156
Closed
53
Calls
$67.1M
Puts
$89.2M
Net Calls
-$22.1M
Net Calls Change
+$36M
Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
401
Integrated Wealth Management (Palm Desert)
California
$11K +$12.5K +1,950 New
MUS
402
Mitsubishi UFJ Securities
Japan
$10K +$11.5K +1,800 New
Manulife (Manufacturers Life Insurance)
403
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.69K -$460K -71,930 -4%
AA
404
Apriem Advisors
California
$9K +$3.2K +500 +50%
DADC
405
D.A. Davidson & Co
Montana
$7K
FNBT
406
FineMark National Bank & Trust
Florida
$6K
GAM
407
Gemmer Asset Management
California
$6K
ZB
408
Zions Bancorporation
Utah
$6K +$6.21K +970 New
EFSCE
409
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.1K +640 +256%
LWM
411
LBA Wealth Management
Florida
$4K
PIM
412
Parasol Investment Management
Illinois
$4K
TWA
413
TCI Wealth Advisors
Arizona
$4K
MWAN
414
Mariner Wealth Advisors (NYC)
Kansas
$4K +$3.97K +620 New
FPFS
415
First Personal Financial Services
North Carolina
$3K
SSB
416
Sandy Spring Bank
Maryland
$3K +$3.84K +600 New
UB
417
UMB Bank
Missouri
$2.15K -$2.95M -461,070 -56%
WA
418
WFG Advisors
Texas
$2K
ST
419
Spot Trading
Illinois
$1K -$67.6K -10,570 -99%
PMFA
420
Plante Moran Financial Advisors
Michigan
$1K
TFO
421
Tarbox Family Office
California
$1K
IPC
422
Independent Portfolio Consultants
Florida
$1K +$1.28K +200 New
ACS
423
Archford Capital Strategies
Illinois
$991
Wellington Management Group
424
Wellington Management Group
Massachusetts
-$52.8M -7,502,590 Closed
KLC
425
Knowledge Leaders Capital
Colorado
-$9.56M -1,359,430 Closed

KLAC Hedge Fund Activity: Q1 2015 in Review

423 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2015, worth a combined $8.71B — down 35% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of KLAC and 47 opened new positions — a net loss of 6 holders — while 156 trimmed existing stakes and 150 added.

The largest buyer was Janus Henderson Investors US, adding an estimated $67.2M. The largest seller was Ameriprise, cutting an estimated $137M.

  • 423 institutional investors held KLA (KLAC) as of Q1 2015, down from 436 in Q4 2014.
  • Funds reported $8.71B of KLA stock for Q1 2015, down 35% quarter-over-quarter.
  • 47 funds opened new KLA positions in Q1 2015 and 53 closed out, a net change of -6 holders.
  • The largest KLA buyer in Q1 2015 was Janus Henderson Investors US, an estimated $67.2M added.
  • The largest KLA seller in Q1 2015 was Ameriprise, an estimated $137M sold.

Based on aggregated 13F filings for Q1 2015.