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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
JIC
451
Johnson Investment Counsel
Ohio
$292K -$17.7K -1,630 -5%
GCC
452
Guardian Capital (Canada)
Ontario, Canada
$287K -$69.4K -6,380 -19%
JWA
453
JFS Wealth Advisors
Pennsylvania
$287K
HBT
454
Hills Bank & Trust
Iowa
$287K +$304K +27,980 New
BTS
455
BB&T Securities
Virginia
$285K +$78.4K +7,210 +35%
WIS
456
Wright Investors Service
Connecticut
$281K +$298K +27,370 New
GAM
457
Griffin Asset Management
New York
$274K
Cerity Partners
458
Cerity Partners
New York
$270K -$16.9K -1,550 -6%
HIIFS
459
Harel Insurance Investments & Financial Services
Israel
$267K -$207K -19,000 -42%
IDBONY
460
Israel Discount Bank of New York
New York
$267K +$29.4K +2,700 +12%
AOWM
461
Alpha Omega Wealth Management
Virginia
$261K
AT
462
Arden Trust
Delaware
$260K -$1.74K -160 -0.6%
II
463
Inspire Investing
Idaho
$258K +$36.5K +3,360 +15%
GH
464
GAM Holding
Switzerland
$253K -$57.2K -5,260 -18%
PWP
465
Private Wealth Partners
California
$252K
CCA
466
Checchi Capital Advisers
California
$251K -$2.61K -240 -1%
LS
467
Livforsakringsbolaget Skandia
Sweden
$249K
CB
468
CNB Bank
Pennsylvania
$246K -$73.1K -6,720 -22%
MMPW
469
Mitchell McLeod Pugh & Williams
Alabama
$244K
Victory Capital Management
470
Victory Capital Management
Texas
$243K -$14.3M -1,319,000 -98%
HP
471
Hikari Power
Japan
$243K +$258K +23,700 New
CM
472
Castleark Management
Illinois
$230K
VIA
473
Vident Investment Advisory
Georgia
$225K +$239K +21,990 New
NB
474
Nicolet Bankshares
Wisconsin
$223K -$17.2K -1,580 -7%
CPH
475
C Partners Holding
Switzerland
$221K +$14.1K +1,300 +6%

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.