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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
TCIM
26
TIAA CREF Investment Management
New York
$120M -$2.93M -263,310 -2%
Ameriprise
27
Ameriprise
Minnesota
$116M +$1.4M +125,420 +1%
American Century Companies
28
American Century Companies
Missouri
$115M -$8.32M -748,160 -7%
Deutsche Bank
29
Deutsche Bank
Germany
$111M -$33.9M -3,049,220 -23%
Charles Schwab
30
Charles Schwab
California
$107M +$47M +4,223,580 +76%
Bank of America
31
Bank of America
North Carolina
$107M +$9.54M +857,550 +10%
First Trust Advisors
32
First Trust Advisors
Illinois
$103M -$8.87M -797,240 -8%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$95.8M -$3.96M -356,110 -4%
Legal & General Group
34
Legal & General Group
United Kingdom
$93.2M -$142K -12,780 -0.1%
Skandinaviska Enskilda Banken (SEB)
35
Skandinaviska Enskilda Banken (SEB)
Sweden
$91.8M +$475K +42,670 +0.5%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$90.5M -$13.4M -1,207,880 -13%
Franklin Resources
37
Franklin Resources
California
$83.5M +$1.94M +174,180 +2%
GC
38
Guggenheim Capital
Illinois
$81.7M -$4.73M -424,930 -5%
Wells Fargo
39
Wells Fargo
California
$72.6M +$15.7M +1,413,390 +27%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$72.1M +$902K +81,100 +1%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$71.2M +$6.43M +577,500 +10%
APG Asset Management
42
APG Asset Management
Netherlands
$68.5M +$3.98M +357,900 +5%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$67.2M -$12M -1,080,250 -15%
Two Sigma Investments
44
Two Sigma Investments
New York
$62.2M -$5.59M -502,410 -8%
MHI
45
Miller Howard Investments
New York
$59.6M +$60.9M +5,468,760 New
AllianceBernstein
46
AllianceBernstein
Tennessee
$59.2M -$779K -70,050 -1%
ClearBridge Investments
47
ClearBridge Investments
New York
$58.4M -$830K -74,630 -1%
OA
48
Oak Associates
Ohio
$58.1M +$428K +38,450 +0.7%
Millennium Management
49
Millennium Management
New York
$57.9M +$1.41M +126,600 +2%
JIM
50
Jupiter Investment Management
United Kingdom
$57.4M +$28.5M +2,563,890 +95%

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.