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612 hedge funds and large institutions have $14.8B invested in KLA in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 218 increasing their positions, 235 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.95% more ownership

Funds ownership: 920.53%930.48% (+10%)

3% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 63

1% less funds holding

Funds holding: 617612 (-5)

7% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 235

5% less capital invested

Capital invested by funds: $15.6B → $14.8B (-$794M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

34% less call options, than puts

Call options by funds: $49.9M | Put options by funds: $75.6M

Holders
612
Holders Change
-5
Holders Change %
-0.81%
% of All Funds
14.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
65
Increased
218
Reduced
235
Closed
63
Calls
$49.9M
Puts
$75.6M
Net Calls
-$25.6M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
426
Jane Street
New York
$358K -$622K -57,190 -62%
CRC
427
Curi RMB Capital
Illinois
$353K +$652 +60 +0.2%
CB
428
Commerce Bank
Missouri
$352K +$52.2K +4,800 +16%
FFWA
429
FRG Family Wealth Advisors
Washington
$349K
SIC
430
Shoker Investment Counsel
Ohio
$348K -$27.8K -2,560 -7%
CIM
431
Contravisory Investment Management
Massachusetts
$345K -$3.59K -330 -1%
CCG
432
Cypress Capital Group
Florida
$337K
BS
433
Banco Santander
Spain
$330K +$99.4K +9,140 +40%
LNWWM
434
Laird Norton Wetherby Wealth Management
California
$328K -$3.81K -350 -1%
WCA
435
Westover Capital Advisors
Delaware
$324K +$344K +31,610 New
QAM
436
Quantres Asset Management
Cayman Islands
$318K -$391K -36,000 -54%
O
437
OppenheimerFunds
New York
$315K -$28.5K -2,620 -8%
DM
438
Delphi Management
Massachusetts
$313K -$2.83K -260 -1%
BCM
439
BlueCrest Capital Management
Jersey
$313K +$332K +30,570 New
PTC
440
Petrus Trust Company
Texas
$312K +$330K +30,390 New
IUHSA
441
Itau Unibanco Holding S.A.
Brazil
$311K -$459K -42,240 -58%
NVCHI
442
New Vernon Capital Holdings II
New Jersey
$309K +$89.9K +8,270 +38%
FMLI
443
Fukoku Mutual Life Insurance
Japan
$308K
TFCP
444
Twin Focus Capital Partners
Massachusetts
$308K
IRF
445
IBM Retirement Fund
New York
$306K -$51.5K -4,740 -14%
ASN
446
Advisory Services Network
Georgia
$303K -$430K -39,550 -58%
BAM
447
Berkshire Asset Management
Pennsylvania
$302K
PP
448
PagnatoKarp Partners
Virginia
$302K +$544 +50 +0.2%
KRSITF
449
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$301K -$70.7K -6,500 -18%
COPPSERS
450
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$293K -$1.21M -111,550 -80%

KLAC Hedge Fund Activity: Q2 2018 in Review

612 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q2 2018, worth a combined $14.8B — down 5.1% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new KLAC positions and 63 closed out — a net gain of 2 holders — while 218 added to existing stakes and 235 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $324M. The largest seller was Wellington Management Group, cutting an estimated $191M.

  • 612 institutional investors held KLA (KLAC) as of Q2 2018, down from 617 in Q1 2018.
  • Funds reported $14.8B of KLA stock for Q2 2018, down 5.1% quarter-over-quarter.
  • 65 funds opened new KLA positions in Q2 2018 and 63 closed out, a net change of +2 holders.
  • The largest KLA buyer in Q2 2018 was T. Rowe Price Associates, an estimated $324M added.
  • The largest KLA seller in Q2 2018 was Wellington Management Group, an estimated $191M sold.

Based on aggregated 13F filings for Q2 2018.