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624 hedge funds and large institutions have $14.5B invested in KLA in 2018 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 227 increasing their positions, 228 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 58

2% more funds holding

Funds holding: 612624 (+12)

0% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 228

2% less capital invested

Capital invested by funds: $14.8B → $14.5B (-$312M)

14.4% less ownership

Funds ownership: 930.48%916.09% (-14%)

15% less call options, than puts

Call options by funds: $57.5M | Put options by funds: $67.8M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
624
Holders Change
+12
Holders Change %
+1.96%
% of All Funds
14.27%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
74
Increased
227
Reduced
228
Closed
58
Calls
$57.5M
Puts
$67.8M
Net Calls
-$10.3M
Net Calls Change
+$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$112M -$11.8M -1,082,740 -9%
Ameriprise
27
Ameriprise
Minnesota
$107M -$20.3M -1,855,210 -15%
TCIM
28
TIAA CREF Investment Management
New York
$106M -$15.5M -1,417,930 -12%
Charles Schwab
29
Charles Schwab
California
$106M +$3.73M +341,130 +3%
AQR Capital Management
30
AQR Capital Management
Connecticut
$96.9M -$45.4M -4,154,360 -30%
UBS AM
31
UBS AM
Illinois
$94.5M -$68.8M -6,292,950 -40%
Franklin Resources
32
Franklin Resources
California
$87.7M +$9.89M +904,580 +12%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$87.3M +$25.7M +2,352,960 +38%
Wells Fargo
34
Wells Fargo
California
$86.5M +$18M +1,642,150 +24%
First Trust Advisors
35
First Trust Advisors
Illinois
$86.2M -$11.1M -1,017,550 -11%
Skandinaviska Enskilda Banken (SEB)
36
Skandinaviska Enskilda Banken (SEB)
Sweden
$86.1M +$308K +28,190 +0.3%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$84.1M -$2.83M -258,580 -3%
Legal & General Group
38
Legal & General Group
United Kingdom
$81.4M +$4.44M +406,480 +5%
MHI
39
Miller Howard Investments
New York
$80.7M -$3.87M -354,410 -4%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$69.9M +$1.76M +161,380 +2%
BGC
41
Beutel, Goodman & Co
Ontario, Canada
$67.6M +$93.9M +8,585,660 New
APG Asset Management
42
APG Asset Management
Netherlands
$64.3M +$339K +31,000 +0.4%
Renaissance Technologies
43
Renaissance Technologies
New York
$62.1M +$54.2M +4,960,000 +432%
OA
44
Oak Associates
Ohio
$59.7M +$2.79M +255,650 +5%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$58.9M -$46.6M -4,260,220 -42%
USAA
46
United Services Automobile Association
Texas
$58.8M +$43.4M +3,967,910 +219%
Morgan Stanley
47
Morgan Stanley
New York
$54.7M +$4.96M +453,900 +9%
AllianceBernstein
48
AllianceBernstein
Tennessee
$51.1M +$320K +29,310 +0.6%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$50.8M +$1.88M +172,130 +4%
Swiss National Bank
50
Swiss National Bank
Switzerland
$50.6M -$2.27M -208,000 -4%

KLAC Hedge Fund Activity: Q3 2018 in Review

624 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2018, worth a combined $14.5B — down 2.1% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new KLAC positions and 58 closed out — a net gain of 16 holders — while 227 added to existing stakes and 228 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $125M. The largest seller was JP Morgan Chase, cutting an estimated $249M.

  • 624 institutional investors held KLA (KLAC) as of Q3 2018, up from 612 in Q2 2018.
  • Funds reported $14.5B of KLA stock for Q3 2018, down 2.1% quarter-over-quarter.
  • 74 funds opened new KLA positions in Q3 2018 and 58 closed out, a net change of +16 holders.
  • The largest KLA buyer in Q3 2018 was Deutsche Bank, an estimated $125M added.
  • The largest KLA seller in Q3 2018 was JP Morgan Chase, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2018.