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434 hedge funds and large institutions have $12.3B invested in KLA in 2014 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 124 increasing their positions, 194 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more capital invested

Capital invested by funds: $11.2B → $12.3B (+$1.11B)

7% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 44

2% less funds holding

Funds holding: 442434 (-8)

23% less call options, than puts

Call options by funds: $101M | Put options by funds: $132M

36% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 194

Holders
434
Holders Change
-8
Holders Change %
-1.81%
% of All Funds
12.59%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
41
Increased
124
Reduced
194
Closed
44
Calls
$101M
Puts
$132M
Net Calls
-$30.9M
Net Calls Change
-$62.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$77.9M -$2.27M -300,970 -3%
Victory Capital Management
27
Victory Capital Management
Texas
$72.8M -$2.08M -276,000 -3%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$72.4M -$10.9M -1,444,340 -14%
Bank of America
29
Bank of America
North Carolina
$64.4M -$10.4M -1,376,650 -14%
WG
30
Winton Group
United Kingdom
$63.9M -$7.39M -978,920 -11%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$59.2M +$56.7M +7,517,180 New
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$57.6M -$4.67M -618,630 -8%
Legal & General Group
33
Legal & General Group
United Kingdom
$57M -$185K -24,490 -0.3%
MAA
34
Managed Account Advisors
New Jersey
$54M +$686K +90,880 +1%
PAM
35
Panagora Asset Management
Massachusetts
$47.6M +$22.6M +2,990,520 +98%
TCIM
36
TIAA CREF Investment Management
New York
$47.1M +$6.91M +915,260 +18%
UBS AM
37
UBS AM
Illinois
$46.6M +$651K +86,220 +1%
GC
38
Guggenheim Capital
Illinois
$44.6M -$517K -68,470 -1%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$44.5M +$25.7M +3,404,030 +152%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$42.5M +$1.33M +176,780 +3%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$41M +$639K +84,630 +2%
CS
42
Credit Suisse
Switzerland
$40.4M +$5.68M +752,550 +17%
GC
43
GW Capital
Washington
$40.3M +$1.42M +187,720 +4%
Adage Capital Partners
44
Adage Capital Partners
Massachusetts
$39.7M -$10.1M -1,342,000 -21%
Fidelity International
45
Fidelity International
Bermuda
$39.4M -$23.5M -3,114,760 -38%
Public Employees Retirement Association of Colorado
46
Public Employees Retirement Association of Colorado
Colorado
$38.3M -$132K -17,490 -0.4%
AQR Capital Management
47
AQR Capital Management
Connecticut
$38.2M -$18M -2,387,350 -33%
SAM
48
Sentinel Asset Management
Vermont
$38.1M -$619K -82,000 -2%
Goldman Sachs
49
Goldman Sachs
New York
$37.7M -$6.44M -853,500 -15%
PI
50
PGGM Investments
Netherlands
$35.7M +$24.7M +3,272,690 +259%

KLAC Hedge Fund Activity: Q3 2014 in Review

434 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2014, worth a combined $12.3B — up 9.9% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of KLAC and 41 opened new positions — a net loss of 3 holders — while 194 trimmed existing stakes and 124 added.

The largest buyer was Capital World Investors, adding an estimated $1.12B. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 434 institutional investors held KLA (KLAC) as of Q3 2014, down from 442 in Q2 2014.
  • Funds reported $12.3B of KLA stock for Q3 2014, up 9.9% quarter-over-quarter.
  • 41 funds opened new KLA positions in Q3 2014 and 44 closed out, a net change of -3 holders.
  • The largest KLA buyer in Q3 2014 was Capital World Investors, an estimated $1.12B added.
  • The largest KLA seller in Q3 2014 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2014.