We are live on ! Find out more

638 hedge funds and large institutions have $12.1B invested in KLA in 2018 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 191 increasing their positions, 257 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

92% more call options, than puts

Call options by funds: $67M | Put options by funds: $34.9M

21% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 86

2% more funds holding

Funds holding: 624638 (+14)

0.46% more ownership

Funds ownership: 916.09%916.55% (+0.46%)

17% less capital invested

Capital invested by funds: $14.5B → $12.1B (-$2.43B)

26% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 257

Holders
638
Holders Change
+14
Holders Change %
+2.24%
% of All Funds
14.22%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.2%
New
104
Increased
191
Reduced
257
Closed
86
Calls
$67M
Puts
$34.9M
Net Calls
+$32.1M
Net Calls Change
+$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$97.7M +$4.73M +508,390 +5%
BGC
27
Beutel, Goodman & Co
Ontario, Canada
$95.2M +$55.3M +5,940,560 +69%
PAM
28
Panagora Asset Management
Massachusetts
$83.7M -$24.9M -2,672,400 -22%
UBS AM
29
UBS AM
Illinois
$83.2M +$84.6K +9,090 +0.1%
Franklin Resources
30
Franklin Resources
California
$78.8M +$1.68M +180,360 +2%
Legal & General Group
31
Legal & General Group
United Kingdom
$75.1M +$3.66M +392,880 +5%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$74.9M +$928K +99,640 +1%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$71.6M -$44M -4,725,340 -37%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$69.5M +$8.36M +898,070 +13%
TCIM
35
TIAA CREF Investment Management
New York
$63.6M -$31.2M -3,352,460 -32%
Millennium Management
36
Millennium Management
New York
$63.4M -$57.2M -6,140,210 -46%
First Trust Advisors
37
First Trust Advisors
Illinois
$62.5M -$13.9M -1,497,940 -18%
Deutsche Bank
38
Deutsche Bank
Germany
$58.6M -$124M -13,279,410 -67%
APG Asset Management
39
APG Asset Management
Netherlands
$57.3M -$214K -23,000 -0.3%
Man Group
40
Man Group
United Kingdom
$56.4M +$27.4M +2,942,120 +88%
OA
41
Oak Associates
Ohio
$56.4M +$4.02M +431,210 +7%
VanEck Associates
42
VanEck Associates
New York
$56.2M +$15.3M +1,639,140 +35%
MHI
43
Miller Howard Investments
New York
$55.8M -$15.8M -1,696,400 -21%
Skandinaviska Enskilda Banken (SEB)
44
Skandinaviska Enskilda Banken (SEB)
Sweden
$54.1M -$22.5M -2,420,850 -29%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$53.1M +$9.26M +994,120 +20%
Wells Fargo
46
Wells Fargo
California
$48.9M -$28.3M -3,044,320 -36%
USAA
47
United Services Automobile Association
Texas
$46.7M -$5.25M -563,350 -10%
Swiss National Bank
48
Swiss National Bank
Switzerland
$45.5M +$959K +103,000 +2%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$41.6M -$36.6M -3,930,640 -46%
Two Sigma Investments
50
Two Sigma Investments
New York
$40.2M +$7.5M +805,440 +22%

KLAC Hedge Fund Activity: Q4 2018 in Review

638 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2018, worth a combined $12.1B — down 17% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new KLAC positions and 86 closed out — a net gain of 18 holders — while 191 added to existing stakes and 257 trimmed.

The largest buyer was American International Group, adding an estimated $393M. The largest seller was T. Rowe Price Associates, cutting an estimated $719M.

  • 638 institutional investors held KLA (KLAC) as of Q4 2018, up from 624 in Q3 2018.
  • Funds reported $12.1B of KLA stock for Q4 2018, down 17% quarter-over-quarter.
  • 104 funds opened new KLA positions in Q4 2018 and 86 closed out, a net change of +18 holders.
  • The largest KLA buyer in Q4 2018 was American International Group, an estimated $393M added.
  • The largest KLA seller in Q4 2018 was T. Rowe Price Associates, an estimated $719M sold.

Based on aggregated 13F filings for Q4 2018.