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594 hedge funds and large institutions have $15B invested in KLA in 2017 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 235 increasing their positions, 171 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 39

38% more call options, than puts

Call options by funds: $64.8M | Put options by funds: $47.1M

37% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 171

12% more funds holding

Funds holding: 530594 (+64)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less capital invested

Capital invested by funds: $15.2B → $15B (-$196M)

2.65% less ownership

Funds ownership: 914.7%912.05% (-2.6%)

Holders
594
Holders Change
+64
Holders Change %
+12.08%
% of All Funds
13.47%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
108
Increased
235
Reduced
171
Closed
39
Calls
$64.8M
Puts
$47.1M
Net Calls
+$17.7M
Net Calls Change
+$313K
Name Holding Trade Value Shares
Change
Change in
Stake
RFM
526
Royal Fund Management
Florida
$24K +$13.5K +1,280 +121%
ARMC
527
American Research & Management Company
Massachusetts
$21K
DBT
528
Dubuque Bank & Trust
Iowa
$21K
JFGIW
529
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K
CFA
530
Carroll Financial Associates
North Carolina
$21K +$105 +10 +0.5%
TC
531
Trust Company
Kansas
$18K
MOS
532
MGO One Seven
Ohio
$17K +$17.4K +1,650 New
KA
533
Kaizen Advisory
Illinois
$16K +$16K +1,520 New
MWM
534
MinichMacGregor Wealth Management
New York
$15K +$4.64K +440 +44%
DCM
535
Delpha Capital Management
New York
$15K +$15.1K +1,430 New
FHA
536
First Horizon Advisors
Tennessee
$14K +$949 +90 +7%
GRP
537
Global Retirement Partners
California
$13K
PHK
538
Point72 Hong Kong
Hong Kong
$13K +$12.5K +1,190 New
MBT
539
Monroe Bank & Trust
Michigan
$13K +$13.3K +1,260 New
WIM
540
Westside Investment Management
California
$12.4K
SIM
541
Sonora Investment Management
Arizona
$11.1K
EFSCE
542
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$1.16K -110 -10%
CBT
543
Capital Bank & Trust
California
$11K
GAM
544
Gemmer Asset Management
California
$10K
LFA
545
Legacy Financial Advisors
Kentucky
$10K +$10.2K +970 New
CAC
546
Certified Advisory Corp
Florida
$10K +$10.5K +1,000 New
WPA
547
West Paces Advisors
Georgia
$9.67K -$1.69K -160 -15%
QCG
548
Quadrant Capital Group
Ohio
$8K
TWA
549
TCI Wealth Advisors
Arizona
$8K
PA
550
Parallel Advisors
California
$8K +$316 +30 +4%

KLAC Hedge Fund Activity: Q4 2017 in Review

594 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2017, worth a combined $15B — down 1.3% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new KLAC positions and 39 closed out — a net gain of 69 holders — while 235 added to existing stakes and 171 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $728M. The largest seller was American International Group, cutting an estimated $554M.

  • 594 institutional investors held KLA (KLAC) as of Q4 2017, up from 530 in Q3 2017.
  • Funds reported $15B of KLA stock for Q4 2017, down 1.3% quarter-over-quarter.
  • 108 funds opened new KLA positions in Q4 2017 and 39 closed out, a net change of +69 holders.
  • The largest KLA buyer in Q4 2017 was Wellington Management Group, an estimated $728M added.
  • The largest KLA seller in Q4 2017 was American International Group, an estimated $554M sold.

Based on aggregated 13F filings for Q4 2017.