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638 hedge funds and large institutions have $12.1B invested in KLA in 2018 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 191 increasing their positions, 257 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

92% more call options, than puts

Call options by funds: $67M | Put options by funds: $34.9M

21% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 86

2% more funds holding

Funds holding: 624638 (+14)

0.46% more ownership

Funds ownership: 916.09%916.55% (+0.46%)

17% less capital invested

Capital invested by funds: $14.5B → $12.1B (-$2.43B)

26% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 257

Holders
638
Holders Change
+14
Holders Change %
+2.24%
% of All Funds
14.22%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.2%
New
104
Increased
191
Reduced
257
Closed
86
Calls
$67M
Puts
$34.9M
Net Calls
+$32.1M
Net Calls Change
+$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
551
Versant Capital Management
Arizona
$34K
CAW
552
Cornerstone Advisors (Washington)
Washington
$33K +$1.58K +170 +5%
BWM
553
BerganKDV Wealth Management
Minnesota
$32K
JA
554
JOYN Advisors
Georgia
$31K +$22.9K +2,460 +251%
OIA
555
OneDigital Investment Advisors
Kansas
$29K +$30.5K +3,280 New
WCM
556
WealthBridge Capital Management
Ohio
$26K +$27.4K +2,940 New
ST
557
Smithfield Trust
Pennsylvania
$23K
CCM
558
Cribstone Capital Management
Maine
$22K
CAM
559
Cresset Asset Management
Illinois
$22K +$22.8K +2,450 New
VNA
560
Valley National Advisers
Pennsylvania
$21K
Carson Wealth (CWM LLC)
561
Carson Wealth (CWM LLC)
Nebraska
$21K +$18K +1,930 +411%
RWA
562
Ropes Wealth Advisors
Massachusetts
$20K +$21K +2,250 New
CFA
563
Carroll Financial Associates
North Carolina
$19K +$93 +10 +0.5%
CIA
564
CSat Investment Advisory
Michigan
$19K +$7.92K +850 +70%
LFA
565
Legacy Financial Advisors
Kentucky
$19K +$10.6K +1,140 +118%
DBT
566
Dubuque Bank & Trust
Iowa
$18K
WPW
567
Winthrop Partners - WNY
New York
$17.9K +$18.6K +2,000 New
SWM
568
SeaCrest Wealth Management
New York
$16K -$186 -20 -1%
FTI
569
Fiduciary Trust International
Massachusetts
$16K +$16.4K +1,760 New
PFO
570
Pathstone Family Office
New Jersey
$16K +$16.8K +1,800 New
GRP
571
Global Retirement Partners
California
$13K -$279 -30 -2%
CFGS
572
Concourse Financial Group Securities
Alabama
$13K +$2.51K +270 +23%
MOS
573
MGO One Seven
Ohio
$13K +$14.5K +1,560 New
JFGIW
574
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K -$6.05K -650 -33%
SFSIG
575
San Francisco Sentry Investment Group
California
$12K +$5.03K +540 +67%

KLAC Hedge Fund Activity: Q4 2018 in Review

638 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2018, worth a combined $12.1B — down 17% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new KLAC positions and 86 closed out — a net gain of 18 holders — while 191 added to existing stakes and 257 trimmed.

The largest buyer was American International Group, adding an estimated $393M. The largest seller was T. Rowe Price Associates, cutting an estimated $719M.

  • 638 institutional investors held KLA (KLAC) as of Q4 2018, up from 624 in Q3 2018.
  • Funds reported $12.1B of KLA stock for Q4 2018, down 17% quarter-over-quarter.
  • 104 funds opened new KLA positions in Q4 2018 and 86 closed out, a net change of +18 holders.
  • The largest KLA buyer in Q4 2018 was American International Group, an estimated $393M added.
  • The largest KLA seller in Q4 2018 was T. Rowe Price Associates, an estimated $719M sold.

Based on aggregated 13F filings for Q4 2018.