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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
GAM
501
Gemmer Asset Management
California
$10K
PA
502
Parallel Advisors
California
$8K -$5.35K -560 -42%
TWA
503
TCI Wealth Advisors
Arizona
$8K -$1.15K -120 -13%
QCG
504
Quadrant Capital Group
Ohio
$8K -$286 -30 -3%
IWM
505
IHT Wealth Management
Illinois
$8K
BTIS
506
BB&T Investment Services
North Carolina
$8K +$1.34K +140 +34%
PCM
507
Prelude Capital Management
New York
$7K -$24.2K -2,530 -80%
MFBTD
508
MB Financial Bank - Trust Department
Illinois
$7K
FMP
509
Financial Management Professionals
Texas
$6K
HCA
510
Horan Capital Advisors
Ohio
$6K +$4.96K +520 New
JCM
511
Jacobi Capital Management
Pennsylvania
$5K
FMII
512
Farmers & Merchants Investments Inc
Nebraska
$5K +$1.34K +140 +47%
CP
513
Corbenic Partners
Pennsylvania
$5K +$4.87K +510 New
ECM
514
Estabrook Capital Management
New York
$4.66K
AIM
515
Advantage Investment Management
Iowa
$4K
BAM
516
Barrett Asset Management
New York
$4K
CS
517
Credential Securities
$3.18K
PFGIA
518
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$7.92K -830 -75%
PFBT
519
Parkside Financial Bank & Trust
Missouri
$3K
SWA
520
Sutton Wealth Advisors
Florida
$2.01K
SPIA
521
Steward Partners Investment Advisory
New York
$2K -$668 -70 -27%
GWM
522
Geneos Wealth Management
Colorado
$2K
SFSIG
523
San Francisco Sentry Investment Group
California
$2K
PWPCM
524
Perella Weinberg Partners Capital Management
New York
$1.69K -$1.32M -138,340 -46%
PWM
525
Perigon Wealth Management
California
$1K

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.