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617 hedge funds and large institutions have $15.6B invested in KLA in 2018 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 222 increasing their positions, 213 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 63

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

8.48% more ownership

Funds ownership: 912.05%920.53% (+8.5%)

4% more funds holding

Funds holding: 594617 (+23)

4% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 213

4% more capital invested

Capital invested by funds: $15B → $15.6B (+$614M)

2% less call options, than puts

Call options by funds: $49.8M | Put options by funds: $50.7M

Holders
617
Holders Change
+23
Holders Change %
+3.87%
% of All Funds
14.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
92
Increased
222
Reduced
213
Closed
63
Calls
$49.8M
Puts
$50.7M
Net Calls
-$904K
Net Calls Change
-$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
426
KCS Wealth Advisory
California
$428K -$30.5K -2,740 -7%
ZCA
427
Zeke Capital Advisors
Pennsylvania
$413K +$21.4K +1,920 +5%
N
428
Nuveen
North Carolina
$406K
HI
429
HBK Investments
Texas
$403K -$345K -31,000 -46%
SIC
430
Shoker Investment Counsel
Ohio
$398K -$129K -11,600 -24%
HFS
431
HL Financial Services
Kentucky
$396K +$2.23K +200 +0.6%
SCM
432
Stevens Capital Management
Pennsylvania
$392K -$352K -31,610 -47%
KRSITF
433
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$391K -$64.1K -5,760 -14%
BIAS
434
Beacon Investment Advisory Services
New Jersey
$382K +$389K +35,000 New
IRF
435
IBM Retirement Fund
New York
$377K +$126K +11,330 +49%
CRC
436
Curi RMB Capital
Illinois
$375K +$382K +34,360 New
GCC
437
Guardian Capital (Canada)
Ontario, Canada
$374K -$8.68K -780 -2%
FFWA
438
FRG Family Wealth Advisors
Washington
$371K
CIM
439
Contravisory Investment Management
Massachusetts
$371K +$22.4K +2,010 +6%
PVH
440
Psagot Value Holdings
Israel
$368K +$201K +18,100 +115%
O
441
OppenheimerFunds
New York
$363K -$246K -22,090 -40%
FRM
442
Fox Run Management
Connecticut
$359K -$567K -50,970 -61%
CCG
443
Cypress Capital Group
Florida
$357K +$9.57K +860 +3%
LNWWM
444
Laird Norton Wetherby Wealth Management
California
$352K +$4.67K +420 +1%
CB
445
CNB Bank
Pennsylvania
$334K +$342K +30,710 New
JIC
446
Johnson Investment Counsel
Ohio
$328K -$2.23K -200 -0.7%
DVM
447
Dreman Value Management
Florida
$327K
FMLI
448
Fukoku Mutual Life Insurance
Japan
$327K
TFCP
449
Twin Focus Capital Partners
Massachusetts
$327K +$334K +30,000 New
GH
450
GAM Holding
Switzerland
$326K -$1.67M -149,700 -83%

KLAC Hedge Fund Activity: Q1 2018 in Review

617 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2018, worth a combined $15.6B — up 4.1% from $15B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new KLAC positions and 63 closed out — a net gain of 29 holders — while 222 added to existing stakes and 213 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $301M. The largest seller was Parnassus Investments, cutting an estimated $138M.

  • 617 institutional investors held KLA (KLAC) as of Q1 2018, up from 594 in Q4 2017.
  • Funds reported $15.6B of KLA stock for Q1 2018, up 4.1% quarter-over-quarter.
  • 92 funds opened new KLA positions in Q1 2018 and 63 closed out, a net change of +29 holders.
  • The largest KLA buyer in Q1 2018 was T. Rowe Price Associates, an estimated $301M added.
  • The largest KLA seller in Q1 2018 was Parnassus Investments, an estimated $138M sold.

Based on aggregated 13F filings for Q1 2018.