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439 hedge funds and large institutions have $9.65B invested in KLA in 2016 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 166 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 31

61% more call options, than puts

Call options by funds: $61.8M | Put options by funds: $38.3M

31% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 127

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

11% more funds holding

Funds holding: 397439 (+42)

6% less capital invested

Capital invested by funds: $10.3B → $9.65B (-$606M)

Holders
439
Holders Change
+42
Holders Change %
+10.58%
% of All Funds
11.71%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.51%
New
76
Increased
166
Reduced
127
Closed
31
Calls
$61.8M
Puts
$38.3M
Net Calls
+$23.5M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
426
Parkside Financial Bank & Trust
Missouri
$2K +$1.58K +220 New
PMFA
427
Plante Moran Financial Advisors
Michigan
$1K -$3.67K -510 -71%
ACS
428
Archford Capital Strategies
Illinois
$1K
Carson Wealth (CWM LLC)
429
Carson Wealth (CWM LLC)
Nebraska
$1K
GWM
430
Geneos Wealth Management
Colorado
$1K
GBBWRPM
431
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K
HCM
432
Herndon Capital Management
Georgia
$1K
Loomis, Sayles & Company
433
Loomis, Sayles & Company
Massachusetts
$1K
TFA
434
Transamerica Financial Advisors
Florida
$1K
WA
435
WFG Advisors
Texas
$1K
LCS
436
Levin Capital Strategies
New York
$709 +$732K +101,700 New
PIA
437
Piedmont Investment Advisors
North Carolina
$487
WIC
438
Water Island Capital
New York
-$48.1M -6,565,090 Closed
AGC
439
Angelo Gordon & Co
New York
-$27.5M -3,750,000 Closed
CCM
440
Chicago Capital Management
Illinois
-$17M -2,327,060 Closed
EA
441
Euclid Advisors
Connecticut
-$4.33M -591,400 Closed
DCM
442
Driehaus Capital Management
Illinois
-$2.93M -400,000 Closed
SFFS
443
Stonehage Fleming Financial Services
Jersey
-$1.49M -204,000 Closed
SMC
444
S. Muoio & Co
New York
-$1.47M -200,000 Closed
BCM
445
Bluefin Capital Management
New York
-$1.22M -166,060 Closed
CIA
446
CCM Investment Advisers
South Carolina
-$1.17M -159,500 Closed
HW
447
Hancock Whitney
Mississippi
-$864K -118,000 Closed
UFF
448
USA Financial Formulas
Michigan
-$857K -117,050 Closed
Robeco Institutional Asset Management
449
Robeco Institutional Asset Management
Netherlands
-$517K -71,800 -100%
QAM
450
Quantres Asset Management
Cayman Islands
-$513K -70,000 Closed

KLAC Hedge Fund Activity: Q3 2016 in Review

439 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2016, worth a combined $9.65B — down 5.9% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new KLAC positions and 31 closed out — a net gain of 45 holders — while 166 added to existing stakes and 127 trimmed.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $121M. The largest seller was Barclays, cutting an estimated $274M.

  • 439 institutional investors held KLA (KLAC) as of Q3 2016, up from 397 in Q2 2016.
  • Funds reported $9.65B of KLA stock for Q3 2016, down 5.9% quarter-over-quarter.
  • 76 funds opened new KLA positions in Q3 2016 and 31 closed out, a net change of +45 holders.
  • The largest KLA buyer in Q3 2016 was Parnassus Investments, an estimated $121M added.
  • The largest KLA seller in Q3 2016 was Barclays, an estimated $274M sold.

Based on aggregated 13F filings for Q3 2016.