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910 hedge funds and large institutions have $44.4B invested in KLA in 2021 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 315 increasing their positions, 332 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more funds holding in top 10

Funds holding in top 10: 1127 (+16)

92% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 73

25% more capital invested

Capital invested by funds: $35.6B → $44.4B (+$8.8B)

7% more funds holding

Funds holding: 848910 (+62)

5% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 332

1.26% less ownership

Funds ownership: 882.78%881.52% (-1.3%)

37% less call options, than puts

Call options by funds: $258M | Put options by funds: $407M

Holders
910
Holders Change
+62
Holders Change %
+7.31%
% of All Funds
15.98%
Holding in Top 10
27
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+145.45%
% of All Funds
0.47%
New
140
Increased
315
Reduced
332
Closed
73
Calls
$258M
Puts
$407M
Net Calls
-$149M
Net Calls Change
-$82M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
476
Laird Norton Wetherby Wealth Management
California
$1.26M -$209K -6,940 -15%
Group One Trading
477
Group One Trading
Illinois
$1.24M +$1.13M +37,510 New
WIS
478
Wright Investors Service
Connecticut
$1.23M +$1.12M +37,220 New
IIC
479
Ironwood Investment Counsel
Arizona
$1.22M +$422K +13,990 +61%
OAM
480
Optimal Asset Management
California
$1.21M -$572K -19,000 -34%
FHB
481
First Hawaiian Bank
Hawaii
$1.2M -$30.4K -1,010 -3%
WAM
482
World Asset Management
Michigan
$1.2M -$113K -3,750 -9%
KWM
483
Keebeck Wealth Management
Illinois
$1.19M +$15.1K +500 +1%
EFM
484
E Fund Management
China
$1.19M +$1.08M +35,960 New
BRWA
485
B. Riley Wealth Advisors
Florida
$1.19M +$323K +10,710 +42%
HIC
486
Holderness Investments Company
North Carolina
$1.19M -$9.04K -300 -0.8%
CI
487
Cavalier Investments
Georgia
$1.17M
PPG
488
Peak Planning Group
Colorado
$1.16M -$28.6K -950 -3%
ACA
489
Atlas Capital Advisors
Wyoming
$1.16M +$7.83K +260 +0.7%
MWM
490
MinichMacGregor Wealth Management
New York
$1.16M -$99.7K -3,310 -9%
Luther King Capital Management (LKCM)
491
Luther King Capital Management (LKCM)
Texas
$1.16M
CNBT
492
Cornerstone National Bank & Trust
Illinois
$1.14M -$524K -17,380 -33%
FFWA
493
FRG Family Wealth Advisors
Washington
$1.12M
FAIM
494
Financial Advocates Investment Management
Washington
$1.11M +$1.02M +33,750 New
HVM
495
Harvest Volatility Management
Connecticut
$1.1M +$384K +12,760 +62%
CAM
496
Cresset Asset Management
Illinois
$1.1M +$202K +6,720 +25%
TFS
497
Thoroughbred Financial Services
Tennessee
$1.1M +$1M +33,190 New
CRC
498
Curi RMB Capital
Illinois
$1.09M -$166K -5,520 -14%
VI
499
Vestcor Inc
New Brunswick, Canada
$1.08M -$20.5K -680 -2%
Cetera Investment Advisers
500
Cetera Investment Advisers
Illinois
$1.07M -$45.2K -1,500 -4%

KLAC Hedge Fund Activity: Q1 2021 in Review

910 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2021, worth a combined $44.4B — up 25% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new KLAC positions and 73 closed out — a net gain of 67 holders — while 315 added to existing stakes and 332 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $262M. The largest seller was Vanguard Group, cutting an estimated $902M.

  • 910 institutional investors held KLA (KLAC) as of Q1 2021, up from 848 in Q4 2020.
  • Funds reported $44.4B of KLA stock for Q1 2021, up 25% quarter-over-quarter.
  • 140 funds opened new KLA positions in Q1 2021 and 73 closed out, a net change of +67 holders.
  • The largest KLA buyer in Q1 2021 was Capital Research Global Investors, an estimated $262M added.
  • The largest KLA seller in Q1 2021 was Vanguard Group, an estimated $902M sold.

Based on aggregated 13F filings for Q1 2021.