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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
CFA
551
Carroll Financial Associates
North Carolina
$22K +$111 +10 +0.5%
DBT
552
Dubuque Bank & Trust
Iowa
$22K +$668 +60 +3%
SPIA
553
Steward Partners Investment Advisory
New York
$22K +$20.4K +1,830 +963%
JFGIW
554
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K
PA
555
Parallel Advisors
California
$20K +$11.1K +1,000 +125%
MOS
556
MGO One Seven
Ohio
$18K
KA
557
Kaizen Advisory
Illinois
$17K
ARMC
558
American Research & Management Company
Massachusetts
$16K -$5.56K -500 -25%
FHA
559
First Horizon Advisors
Tennessee
$16K +$1.56K +140 +10%
SWM
560
SeaCrest Wealth Management
New York
$16K +$9.79K +880 +147%
WF
561
WealthTrust Fairport
Ohio
$16K +$16.1K +1,450 New
VEA
562
Virtus ETF Advisers
New York
$16K +$16.6K +1,490 New
FC
563
Ferris Capital
Massachusetts
$16K +$16.8K +1,510 New
MBT
564
Monroe Bank & Trust
Michigan
$14K
PCG
565
Private Capital Group
Connecticut
$14K
RFM
566
Royal Fund Management
Florida
$13K -$12.5K -1,120 -48%
GRP
567
Global Retirement Partners
California
$13K -$334 -30 -2%
WIM
568
Westside Investment Management
California
$11.9K
SIM
569
Sonora Investment Management
Arizona
$11.5K
AF
570
Advisornet Financial
Minnesota
$11K -$148K -13,340 -93%
VFA
571
Valeo Financial Advisors
Indiana
$11K -$63K -5,660 -85%
CBT
572
Capital Bank & Trust
California
$11K
EFSCE
573
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
GAM
574
Gemmer Asset Management
California
$11K
WPA
575
West Paces Advisors
Georgia
$10K

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.