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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
BCP
526
Blackhawk Capital Partners
Wisconsin
$41K
VCM
527
Versant Capital Management
Arizona
$41K
MWM
528
MinichMacGregor Wealth Management
New York
$39K
KA
529
Kaizen Advisory
Illinois
$39K +$25.2K +2,320 +153%
First Manhattan
530
First Manhattan
New York
$38K -$10.9K -1,000 -21%
SF
531
Synovus Financial
Georgia
$36K +$29.8K +2,740 +361%
HMS
532
Hanseatic Management Services
New Mexico
$35K -$69.7K -6,410 -65%
CAW
533
Cornerstone Advisors (Washington)
Washington
$35K +$1.3K +120 +4%
PA
534
Parallel Advisors
California
$33K +$15.4K +1,420 +79%
Simplex Trading
535
Simplex Trading
Illinois
$33K +$36K +3,310 New
ED
536
Exane Derivatives
France
$31.1K -$75.3K -6,930 -70%
PMFA
537
Plante Moran Financial Advisors
Michigan
$31K +$32.6K +3,000 New
ST
538
Smithfield Trust
Pennsylvania
$27K -$122K -11,200 -81%
CCM
539
Cribstone Capital Management
Maine
$26K
VNA
540
Valley National Advisers
Pennsylvania
$25K -$761 -70 -3%
SPIA
541
Steward Partners Investment Advisory
New York
$24K +$3.04K +280 +14%
CLOS
542
Compagnie Lombard Odier SCmA
Switzerland
$23K -$13.6K -1,250 -36%
WB
543
Webster Bank
Connecticut
$23K -$2.72K -250 -10%
DBT
544
Dubuque Bank & Trust
Iowa
$21K
CFA
545
Carroll Financial Associates
North Carolina
$21K +$109 +10 +0.5%
SWM
546
SeaCrest Wealth Management
New York
$21K +$5.65K +520 +35%
B
547
Bridgeworth
Alabama
$20K +$21.3K +1,960 New
MSE
548
MUFG Securities EMEA
United Kingdom
$18K +$19K +1,750 New
ARMC
549
American Research & Management Company
Massachusetts
$15K
FC
550
Ferris Capital
Massachusetts
$15K

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.