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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
WSTAM
551
Wilbanks Smith & Thomas Asset Management
Virginia
$311K +$3.08K +180 +1%
PCA
552
Personal Capital Advisors
California
$309K -$1.54K -90 -0.6%
QT
553
Quantamental Technologies
New York
$309K +$272K +15,890 New
SSWM
554
Smith Salley Wealth Management
North Carolina
$308K
SF
555
Synovus Financial
Georgia
$307K -$103K -6,050 -28%
OPS
556
Orion Portfolio Solutions
Nebraska
$307K +$73K +4,270 +37%
WCM
557
Whitener Capital Management
North Carolina
$306K
SAM
558
Silvercrest Asset Management
New York
$305K
YMRC
559
Yorktown Management & Research Company
Virginia
$292K -$291K -17,000 -53%
1WA
560
180 Wealth Advisors
Washington
$292K +$253K +14,810 New
KWMG
561
King Wealth Management Group
Florida
$292K +$256K +15,000 New
ACM
562
Ategra Capital Management
Virginia
$291K -$5.3K -310 -2%
UCFA
563
United Capital Financial Advisors
Texas
$290K -$22.2K -1,300 -8%
LC
564
Lindbrook Capital
California
$290K +$3.42K +200 +1%
HCM
565
HM Capital Management
Missouri
$288K +$1.2K +70 +0.5%
GAM
566
Griffin Asset Management
New York
$287K +$2.56K +150 +1%
GIA
567
Gateway Investment Advisers
Ohio
$283K -$55K -3,220 -18%
JWM
568
JGP Wealth Management
Oregon
$281K +$6.67K +390 +3%
DADC
569
D.A. Davidson & Co
Montana
$276K +$243K +14,190 New
Fisher Asset Management
570
Fisher Asset Management
Washington
$276K +$243K +14,200 New
KIC
571
Keating Investment Counselors
Florida
$272K -$85.5K -5,000 -26%
WA
572
WBH Advisory
Maryland
$272K
ACM
573
Advisors Capital Management
New Jersey
$270K -$6.62M -387,310 -97%
VFA
574
Voya Financial Advisors
Connecticut
$270K -$342 -20 -0.1%
CG
575
Caprock Group
Idaho
$270K +$237K +13,890 New

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.