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910 hedge funds and large institutions have $44.4B invested in KLA in 2021 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 315 increasing their positions, 332 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more funds holding in top 10

Funds holding in top 10: 1127 (+16)

92% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 73

25% more capital invested

Capital invested by funds: $35.6B → $44.4B (+$8.8B)

7% more funds holding

Funds holding: 848910 (+62)

5% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 332

1.26% less ownership

Funds ownership: 882.78%881.52% (-1.3%)

37% less call options, than puts

Call options by funds: $258M | Put options by funds: $407M

Holders
910
Holders Change
+62
Holders Change %
+7.31%
% of All Funds
15.98%
Holding in Top 10
27
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+145.45%
% of All Funds
0.47%
New
140
Increased
315
Reduced
332
Closed
73
Calls
$258M
Puts
$407M
Net Calls
-$149M
Net Calls Change
-$82M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
451
Wedbush Securities
California
$1.47M +$304K +10,090 +29%
CI Investments Inc
452
CI Investments Inc
Ontario, Canada
$1.45M +$621K +20,610 +89%
AFA
453
Abacus FCF Advisors
Florida
$1.43M +$1.35M +44,810 New
KRSITF
454
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.43M -$16K -530 -1%
NFG
455
Next Financial Group
Texas
$1.43M +$74.7K +2,480 +6%
Walleye Trading
456
Walleye Trading
New York
$1.43M +$1.3M +43,210 New
NSB
457
Norway Savings Bank
Maine
$1.42M +$105K +3,500 +9%
KeyBank National Association
458
KeyBank National Association
Ohio
$1.42M -$535K -17,750 -29%
VWM
459
Venturi Wealth Management
Texas
$1.41M -$107K -3,550 -8%
AP
460
Advisor Partners
California
$1.41M -$81.4K -2,700 -6%
FLPIM
461
F.L. Putnam Investment Management
Massachusetts
$1.39M -$217K -7,200 -15%
WA
462
WESPAC Advisors
California
$1.39M +$291K +9,670 +30%
Fifth Third Bancorp
463
Fifth Third Bancorp
Ohio
$1.38M -$82.3K -2,730 -6%
ECM
464
Everence Capital Management
Indiana
$1.37M
HJMC
465
Hellman Jordan Management Company
Massachusetts
$1.36M +$1.24M +41,310 New
DM
466
Delphi Management
Massachusetts
$1.36M +$1.24M +41,180 New
TWI
467
Thomas White International
Illinois
$1.34M -$1.51K -50 -0.1%
FBFS
468
First Business Financial Services
Wisconsin
$1.34M -$426K -14,150 -26%
DCM
469
Davidson Capital Management
Texas
$1.32M +$1.2M +39,850 New
AFS
470
Aft Forsyth & Sober
Florida
$1.3M +$588K +19,500 +98%
SWP
471
Stratos Wealth Partners
Ohio
$1.3M +$221K +7,340 +23%
Kovitz Investment Group Partners
472
Kovitz Investment Group Partners
Illinois
$1.3M -$82.9K -2,750 -7%
IFS
473
Ifrah Financial Services
Arkansas
$1.28M -$61.2K -2,030 -5%
BCV
474
Banque Cantonale Vaudoise
Switzerland
$1.27M -$291K -9,650 -20%
HWMA
475
Heritage Wealth Management (Arizona)
Arizona
$1.27M +$1.16M +38,490 New

KLAC Hedge Fund Activity: Q1 2021 in Review

910 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2021, worth a combined $44.4B — up 25% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new KLAC positions and 73 closed out — a net gain of 67 holders — while 315 added to existing stakes and 332 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $262M. The largest seller was Vanguard Group, cutting an estimated $902M.

  • 910 institutional investors held KLA (KLAC) as of Q1 2021, up from 848 in Q4 2020.
  • Funds reported $44.4B of KLA stock for Q1 2021, up 25% quarter-over-quarter.
  • 140 funds opened new KLA positions in Q1 2021 and 73 closed out, a net change of +67 holders.
  • The largest KLA buyer in Q1 2021 was Capital Research Global Investors, an estimated $262M added.
  • The largest KLA seller in Q1 2021 was Vanguard Group, an estimated $902M sold.

Based on aggregated 13F filings for Q1 2021.