We are live on ! Find out more

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
VEA
551
Virtus ETF Advisers
New York
$15K
FHA
552
Flagship Harbor Advisors
Massachusetts
$15K +$16.2K +1,490 New
JFGIW
553
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K -$7.07K -650 -33%
GRP
554
Global Retirement Partners
California
$13K
MBT
555
Monroe Bank & Trust
Michigan
$13K
EFSCE
556
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$1.2K +110 +11%
WIM
557
Westside Investment Management
California
$11.7K
PCG
558
Private Capital Group
Connecticut
$11K -$1.52K -140 -11%
AF
559
Advisornet Financial
Minnesota
$11K
TWA
560
TCI Wealth Advisors
Arizona
$11K +$3.15K +290 +38%
LWA
561
Lenox Wealth Advisors
New York
$11K +$9.13K +840 +420%
CAC
562
Certified Advisory Corp
Florida
$10K
GAM
563
Gemmer Asset Management
California
$10K
LFA
564
Legacy Financial Advisors
Kentucky
$10K
QCG
565
Quadrant Capital Group
Ohio
$10K +$2.5K +230 +19%
AA
566
Apriem Advisors
California
$10K +$10.9K +1,000 New
WPA
567
West Paces Advisors
Georgia
$9.43K
CIA
568
CSat Investment Advisory
Michigan
$9K +$9.24K +850 New
MAM
569
Meeder Asset Management
Ohio
$8.51K -$217K -19,940 -96%
VFA
570
Valeo Financial Advisors
Indiana
$8K -$3.48K -320 -31%
TC
571
Trust Company
Kansas
$8K
EARNEST Partners
572
EARNEST Partners
Georgia
$7K
PFBT
573
Parkside Financial Bank & Trust
Missouri
$7K +$1.09K +100 +17%
JA
574
JOYN Advisors
Georgia
$7K +$5.98K +550 +393%
FMP
575
Financial Management Professionals
Texas
$6K

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.