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612 hedge funds and large institutions have $14.8B invested in KLA in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 218 increasing their positions, 235 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.95% more ownership

Funds ownership: 920.53%930.48% (+10%)

3% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 63

1% less funds holding

Funds holding: 617612 (-5)

7% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 235

5% less capital invested

Capital invested by funds: $15.6B → $14.8B (-$794M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

34% less call options, than puts

Call options by funds: $49.9M | Put options by funds: $75.6M

Holders
612
Holders Change
-5
Holders Change %
-0.81%
% of All Funds
14.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
65
Increased
218
Reduced
235
Closed
63
Calls
$49.9M
Puts
$75.6M
Net Calls
-$25.6M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
501
Northwestern Mutual Wealth Management
Wisconsin
$107K +$73.8K +6,790 +187%
ARMT
502
Amica Retiree Medical Trust
Rhode Island
$94K
WAM
503
Wealthspire Advisors (Maryland)
Maryland
$91K +$9.35K +860 +11%
MIFH
504
Migdal Insurance & Financial Holdings
Israel
$89K +$14.4K +1,320 +18%
CG
505
Cutler Group
California
$87K +$92.3K +8,490 New
S
506
SignatureFD
Georgia
$84K +$38.9K +3,580 +77%
PCTC
507
Perkins Coie Trust Company
Washington
$82K
BWM
508
BerganKDV Wealth Management
Minnesota
$82K +$87K +8,000 New
IA
509
IFP Advisors
Florida
$81K +$25.8K +2,370 +43%
WAS
510
Winch Advisory Services
Wisconsin
$75K
APA
511
American Portfolios Advisors
New York
$74.7K -$22.5K -2,070 -22%
RE
512
RBC Europe
United Kingdom
$73.3K -$9.24K -850 -11%
RCAG
513
Rehmann Capital Advisory Group
Michigan
$71.9K -$326 -30 -0.4%
EDRH
514
Edmond de Rothschild Holding
Switzerland
$67K
TCOV
515
Trust Company of Vermont
Vermont
$67K +$16.5K +1,520 +31%
RFC
516
Regions Financial Corp
Alabama
$63K +$66.3K +6,100 New
Bessemer Group
517
Bessemer Group
New Jersey
$55K
Parallax Volatility Advisers
518
Parallax Volatility Advisers
California
$54K +$3.81K +350 +7%
Acadian Asset Management
519
Acadian Asset Management
Massachusetts
$53K -$467K -42,980 -89%
NO
520
Ninety One
South Africa
$48K +$6.63K +610 +15%
WT
521
Whittier Trust
California
$46K -$7.72K -710 -14%
HCM
522
Hilton Capital Management
New York
$46K +$48.4K +4,450 New
GLI
523
Guardian Life Insurance
New York
$44K +$7.83K +720 +20%
SLF
524
Sun Life Financial
Ontario, Canada
$43K +$37.5K +3,450 +442%
WOC
525
West Oak Capital
California
$41K

KLAC Hedge Fund Activity: Q2 2018 in Review

612 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q2 2018, worth a combined $14.8B — down 5.1% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new KLAC positions and 63 closed out — a net gain of 2 holders — while 218 added to existing stakes and 235 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $324M. The largest seller was Wellington Management Group, cutting an estimated $191M.

  • 612 institutional investors held KLA (KLAC) as of Q2 2018, down from 617 in Q1 2018.
  • Funds reported $14.8B of KLA stock for Q2 2018, down 5.1% quarter-over-quarter.
  • 65 funds opened new KLA positions in Q2 2018 and 63 closed out, a net change of +2 holders.
  • The largest KLA buyer in Q2 2018 was T. Rowe Price Associates, an estimated $324M added.
  • The largest KLA seller in Q2 2018 was Wellington Management Group, an estimated $191M sold.

Based on aggregated 13F filings for Q2 2018.