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530 hedge funds and large institutions have $15.2B invested in KLA in 2017 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 194 increasing their positions, 195 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $41.2M | Put options by funds: $23.7M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

17% more capital invested

Capital invested by funds: $13B → $15.2B (+$2.25B)

13.5% more ownership

Funds ownership: 901.2%914.7% (+13%)

1% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 195

2% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 53

1% less funds holding

Funds holding: 538530 (-8)

Holders
530
Holders Change
-8
Holders Change %
-1.49%
% of All Funds
13.21%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
52
Increased
194
Reduced
195
Closed
53
Calls
$41.2M
Puts
$23.7M
Net Calls
+$17.4M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
476
Fifth Third Bancorp
Ohio
$36K +$382 +40 +1%
CAW
477
Cornerstone Advisors (Washington)
Washington
$35K
OFW
478
Omnia Family Wealth
Florida
$34K
PG
479
PEAK6 Group
Illinois
$27K -$7.61M -796,630 -100%
CCM
480
Cribstone Capital Management
Maine
$27K
VCM
481
Versant Capital Management
Arizona
$26K -$14.6K -1,530 -38%
VNA
482
Valley National Advisers
Pennsylvania
$26K +$668 +70 +3%
WB
483
Webster Bank
Connecticut
$24K
ARMC
484
American Research & Management Company
Massachusetts
$21K
JFGIW
485
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K +$6.21K +650 +49%
DBT
486
Dubuque Bank & Trust
Iowa
$21K +$16.5K +1,730 +752%
CFA
487
Carroll Financial Associates
North Carolina
$20K +$95 +10 +0.5%
TC
488
Trust Company
Kansas
$19K
FMA
489
FNY Managed Accounts
New York
$19K +$17.9K +1,880 New
GRP
490
Global Retirement Partners
California
$13K
FHA
491
First Horizon Advisors
Tennessee
$13K +$3.92K +410 +47%
BFEC
492
Benjamin F. Edwards & Company
Missouri
$12K
EFSCE
493
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$764 +80 +8%
WIM
494
Westside Investment Management
California
$11.7K
WPA
495
West Paces Advisors
Georgia
$11.4K
SIM
496
Sonora Investment Management
Arizona
$11.2K -$859 -90 -8%
RFM
497
Royal Fund Management
Florida
$11K
CBT
498
Capital Bank & Trust
California
$11K +$9.55K +1,000 New
ZB
499
Zions Bancorporation
Utah
$11K +$9.83K +1,030 New
MWM
500
MinichMacGregor Wealth Management
New York
$10K -$95 -10 -1%

KLAC Hedge Fund Activity: Q3 2017 in Review

530 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2017, worth a combined $15.2B — up 17% from $13B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of KLAC and 52 opened new positions — a net loss of 1 holder — while 195 trimmed existing stakes and 194 added.

The largest buyer was Wellington Management Group, adding an estimated $197M. The largest seller was Fidelity Investments, cutting an estimated $236M.

  • 530 institutional investors held KLA (KLAC) as of Q3 2017, down from 538 in Q2 2017.
  • Funds reported $15.2B of KLA stock for Q3 2017, up 17% quarter-over-quarter.
  • 52 funds opened new KLA positions in Q3 2017 and 53 closed out, a net change of -1 holder.
  • The largest KLA buyer in Q3 2017 was Wellington Management Group, an estimated $197M added.
  • The largest KLA seller in Q3 2017 was Fidelity Investments, an estimated $236M sold.

Based on aggregated 13F filings for Q3 2017.