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749 hedge funds and large institutions have $27.5B invested in KLA in 2020 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 230 increasing their positions, 300 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 63

35% more capital invested

Capital invested by funds: $20.3B → $27.5B (+$7.14B)

14.08% more ownership

Funds ownership: 903.43%917.51% (+14%)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

7% more funds holding

Funds holding: 702749 (+47)

6% less call options, than puts

Call options by funds: $175M | Put options by funds: $187M

23% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 300

Holders
749
Holders Change
+47
Holders Change %
+6.7%
% of All Funds
15.36%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.23%
New
115
Increased
230
Reduced
300
Closed
63
Calls
$175M
Puts
$187M
Net Calls
-$12M
Net Calls Change
+$3.43M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
526
Advisornet Financial
Minnesota
$377K -$11.1K -650 -3%
CCA
527
Checchi Capital Advisers
California
$376K -$2.73K -160 -0.8%
CAN
528
Cetera Advisor Networks
California
$369K +$342 +20 +0.1%
BIM
529
Bridges Investment Management
Nebraska
$367K +$17.6K +1,030 +6%
LA
530
LVW Advisors
New York
$357K -$4.62K -270 -1%
AP
531
Advisors Preferred
Maryland
$355K +$314K +18,380 New
Cetera Investment Advisers
532
Cetera Investment Advisers
Illinois
$350K -$4.45K -260 -1%
Koshinski Asset Management
533
Koshinski Asset Management
Illinois
$343K +$302K +17,660 New
NIM
534
NuWave Investment Management
New Jersey
$342K +$329K +19,240 New
CIM
535
Contravisory Investment Management
Massachusetts
$339K +$296K +17,330 +7,877%
CA
536
Cetera Advisors
Colorado
$337K +$297K +17,350 New
NB
537
Northwest Bancshares
Pennsylvania
$334K
NFG
538
Nations Financial Group
Iowa
$334K +$293K +17,150 New
APA
539
American Portfolios Advisors
New York
$334K -$8.55K -500 -3%
PSUF
540
People's United Financial
Connecticut
$328K -$3.25K -190 -1%
GL
541
Graypoint LLC
New York
$327K +$4.96K +290 +2%
CT
542
Caldwell Trust
Florida
$327K +$9.4K +550 +3%
GEM
543
Global Endowment Management
North Carolina
$326K
PP
544
Prudential plc
United Kingdom
$326K +$20.9K +1,220 +8%
GW
545
GW & Wade
Massachusetts
$324K
EMG
546
ETF Managers Group
New Jersey
$321K -$339K -19,850 -54%
EGM
547
Engineers Gate Manager
New York
$317K +$279K +16,300 New
IFWM
548
Institute for Wealth Management
Colorado
$316K
SIA
549
Sit Investment Associates
Minnesota
$311K -$29.9K -1,750 -10%
FMLI
550
Fukoku Mutual Life Insurance
Japan
$311K

KLAC Hedge Fund Activity: Q2 2020 in Review

749 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q2 2020, worth a combined $27.5B — up 35% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new KLAC positions and 63 closed out — a net gain of 52 holders — while 230 added to existing stakes and 300 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $192M. The largest seller was Victory Capital Management, cutting an estimated $144M.

  • 749 institutional investors held KLA (KLAC) as of Q2 2020, up from 702 in Q1 2020.
  • Funds reported $27.5B of KLA stock for Q2 2020, up 35% quarter-over-quarter.
  • 115 funds opened new KLA positions in Q2 2020 and 63 closed out, a net change of +52 holders.
  • The largest KLA buyer in Q2 2020 was Wellington Management Group, an estimated $192M added.
  • The largest KLA seller in Q2 2020 was Victory Capital Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2020.