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617 hedge funds and large institutions have $15.6B invested in KLA in 2018 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 222 increasing their positions, 213 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 63

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

8.48% more ownership

Funds ownership: 912.05%920.53% (+8.5%)

4% more funds holding

Funds holding: 594617 (+23)

4% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 213

4% more capital invested

Capital invested by funds: $15B → $15.6B (+$614M)

2% less call options, than puts

Call options by funds: $49.8M | Put options by funds: $50.7M

Holders
617
Holders Change
+23
Holders Change %
+3.87%
% of All Funds
14.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
92
Increased
222
Reduced
213
Closed
63
Calls
$49.8M
Puts
$50.7M
Net Calls
-$904K
Net Calls Change
-$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
501
Howe & Rusling
New York
$127K +$1.11K +100 +0.9%
ABA
502
American Beacon Advisors
Texas
$125K
SCM
503
Silvant Capital Management
Georgia
$123K +$125K +11,270 New
BBHC
504
Brown Brothers Harriman & Co
New York
$120K -$2K -180 -2%
HMS
505
Hanseatic Management Services
New Mexico
$107K +$9.57K +860 +10%
IFAM
506
Institutional & Family Asset Management
Colorado
$107K +$109K +9,840 New
ED
507
Exane Derivatives
France
$107K +$107K +9,580 +2,521%
FGC
508
Financial Gravity Companies
Texas
$106K +$24.9K +2,240 +28%
FGAM
509
Financial Gravity Asset Management
Texas
$106K +$115K +10,350 New
APA
510
American Portfolios Advisors
New York
$102K +$5.67K +510 +6%
ARMT
511
Amica Retiree Medical Trust
Rhode Island
$100K
FPFS
512
First Personal Financial Services
North Carolina
$90K -$39.1K -3,510 -30%
TRCT
513
Tower Research Capital (TRC)
New York
$90K +$1.67K +150 +2%
RE
514
RBC Europe
United Kingdom
$87.2K +$9.46K +850 +12%
PCTC
515
Perkins Coie Trust Company
Washington
$87K -$22.3K -2,000 -20%
WAM
516
Wealthspire Advisors (Maryland)
Maryland
$87K -$5.23K -470 -6%
SSB
517
Sandy Spring Bank
Maryland
$82K +$77.9K +7,000 +1,400%
MIFH
518
Migdal Insurance & Financial Holdings
Israel
$80K -$68.8K -6,180 -46%
WAS
519
Winch Advisory Services
Wisconsin
$79K
EMG
520
ETF Managers Group
New Jersey
$78K +$10.2K +920 +14%
RCAG
521
Rehmann Capital Advisory Group
Michigan
$77K +$78.3K +7,040 New
FIB
522
First Interstate Bank
Montana
$76K +$77.9K +7,000 New
EDRH
523
Edmond de Rothschild Holding
Switzerland
$72K -$217K -19,490 -75%
WCM
524
Whitener Capital Management
North Carolina
$68K -$5.56K -500 -7%
SWP
525
Stratos Wealth Partners
Ohio
$63K +$6.34K +570 +11%

KLAC Hedge Fund Activity: Q1 2018 in Review

617 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2018, worth a combined $15.6B — up 4.1% from $15B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new KLAC positions and 63 closed out — a net gain of 29 holders — while 222 added to existing stakes and 213 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $301M. The largest seller was Parnassus Investments, cutting an estimated $138M.

  • 617 institutional investors held KLA (KLAC) as of Q1 2018, up from 594 in Q4 2017.
  • Funds reported $15.6B of KLA stock for Q1 2018, up 4.1% quarter-over-quarter.
  • 92 funds opened new KLA positions in Q1 2018 and 63 closed out, a net change of +29 holders.
  • The largest KLA buyer in Q1 2018 was T. Rowe Price Associates, an estimated $301M added.
  • The largest KLA seller in Q1 2018 was Parnassus Investments, an estimated $138M sold.

Based on aggregated 13F filings for Q1 2018.