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690 hedge funds and large institutions have $17.3B invested in KLA in 2019 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 295 increasing their positions, 189 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 65

89% more funds holding in top 10

Funds holding in top 10: 917 (+8)

56% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 189

43% more capital invested

Capital invested by funds: $12.1B → $17.3B (+$5.22B)

12% more call options, than puts

Call options by funds: $68M | Put options by funds: $60.6M

8% more funds holding

Funds holding: 638690 (+52)

24.94% less ownership

Funds ownership: 916.55%891.61% (-25%)

Holders
690
Holders Change
+52
Holders Change %
+8.15%
% of All Funds
14.94%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.37%
New
126
Increased
295
Reduced
189
Closed
65
Calls
$68M
Puts
$60.6M
Net Calls
+$7.36M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
551
United Capital Financial Advisors
Texas
$208K +$187K +17,420 New
AWM
552
Alterna Wealth Management
Texas
$202K +$182K +16,890 New
KWM
553
Kingsview Wealth Management
Oregon
$202K +$182K +16,950 New
FPCP
554
Fort Point Capital Partners
California
$200K -$108K -10,080 -38%
AI
555
Atria Investments
North Carolina
$200K +$180K +16,780 New
S
556
Seeyond
France
$191K -$298K -27,750 -63%
SF
557
Synovus Financial
Georgia
$188K +$35.9K +3,340 +27%
IUHSA
558
Itau Unibanco Holding S.A.
Brazil
$184K
FQ
559
First Quadrant
California
$184K +$166K +15,390 New
SAM
560
Strategy Asset Managers
California
$181K +$163K +15,150 New
HI
561
Human Investing
Oregon
$176K +$8.5K +790 +6%
Rockefeller Capital Management
562
Rockefeller Capital Management
New York
$176K +$159K +14,770 New
LS
563
Livforsakringsbolaget Skandia
Sweden
$170K
RIA
564
Realta Investment Advisors
Delaware
$168K +$151K +14,050 New
FMLI
565
Fukoku Mutual Life Insurance
Japan
$167K
LC
566
Lindbrook Capital
California
$165K +$538 +50 +0.4%
Fifth Third Bancorp
567
Fifth Third Bancorp
Ohio
$159K -$8.07K -750 -5%
AssetMark Inc
568
AssetMark Inc
California
$157K +$26.6K +2,470 +23%
LFASL
569
Lugano Financial Advisors SA (LFA)
Switzerland
$155K +$140K +13,010 New
WCM
570
Whitener Capital Management
North Carolina
$152K +$5.38K +500 +4%
WTC
571
WhitTier Trust Company
Nevada
$147K
S
572
SignatureFD
Georgia
$146K -$3.87K -360 -3%
HR
573
Howe & Rusling
New York
$143K +$1.08K +100 +0.8%
CFB
574
Cullen/Frost Bankers
Texas
$140K +$126K +11,760 New
QT
575
Quantamental Technologies
New York
$136K +$36.2K +3,370 +42%

KLAC Hedge Fund Activity: Q1 2019 in Review

690 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2019, worth a combined $17.3B — up 43% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new KLAC positions and 65 closed out — a net gain of 61 holders — while 295 added to existing stakes and 189 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $229M. The largest seller was Two Sigma Advisers, cutting an estimated $131M.

  • 690 institutional investors held KLA (KLAC) as of Q1 2019, up from 638 in Q4 2018.
  • Funds reported $17.3B of KLA stock for Q1 2019, up 43% quarter-over-quarter.
  • 126 funds opened new KLA positions in Q1 2019 and 65 closed out, a net change of +61 holders.
  • The largest KLA buyer in Q1 2019 was Wellington Management Group, an estimated $229M added.
  • The largest KLA seller in Q1 2019 was Two Sigma Advisers, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2019.