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754 hedge funds and large institutions have $27B invested in KLA in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 276 increasing their positions, 285 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 78

1% more funds holding

Funds holding: 749754 (+5)

2% less capital invested

Capital invested by funds: $27.5B → $27B (-$474M)

3% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 285

15% less call options, than puts

Call options by funds: $252M | Put options by funds: $295M

17.95% less ownership

Funds ownership: 917.51%899.57% (-18%)

73% less funds holding in top 10

Funds holding in top 10: 113 (-8)

Holders
754
Holders Change
+5
Holders Change %
+0.67%
% of All Funds
15.21%
Holding in Top 10
3
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-72.73%
% of All Funds
0.06%
New
86
Increased
276
Reduced
285
Closed
78
Calls
$252M
Puts
$295M
Net Calls
-$43.1M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
551
Peddock Capital Advisors
Massachusetts
$319K +$325K +16,470 New
IFWM
552
Institute for Wealth Management
Colorado
$317K +$2.57K +130 +0.8%
WSTAM
553
Wilbanks Smith & Thomas Asset Management
Virginia
$316K +$6.13K +310 +2%
PSUF
554
People's United Financial
Connecticut
$315K -$11.7K -590 -3%
SF
555
Synovus Financial
Georgia
$315K +$8.3K +420 +3%
CT
556
Caldwell Trust
Florida
$315K -$10.9K -550 -3%
MYAM
557
Meiji Yasuda Asset Management
Japan
$314K -$211K -10,700 -40%
Lido Advisors
558
Lido Advisors
California
$313K +$319K +16,160 New
CT
559
Coastline Trust
Rhode Island
$310K -$148K -7,500 -32%
WCM
560
Whitener Capital Management
North Carolina
$309K +$4.94K +250 +2%
SSWM
561
Smith Salley Wealth Management
North Carolina
$306K -$1.19K -60 -0.4%
DA
562
Duality Advisers
Florida
$306K +$312K +15,800 New
SAM
563
Silvercrest Asset Management
New York
$304K
PAS
564
Park Avenue Securities
New York
$304K +$40.3K +2,040 +15%
VAS
565
Vestmark Advisory Solutions
Massachusetts
$303K +$60.9K +3,080 +24%
OPS
566
Orion Portfolio Solutions
Nebraska
$302K -$4.35K -220 -1%
WAG
567
Winthrop Advisory Group
Massachusetts
$294K +$37K +1,870 +14%
KWMG
568
King Wealth Management Group
Florida
$291K
YMRC
569
Yorktown Management & Research Company
Virginia
$291K
AA
570
ALPS Advisors
Colorado
$289K +$28.1K +1,420 +11%
HCM
571
HM Capital Management
Missouri
$288K +$1.19K +60 +0.4%
UCFA
572
United Capital Financial Advisors
Texas
$287K -$1.38K -70 -0.5%
GAM
573
Griffin Asset Management
New York
$286K
HAG
574
HighPoint Advisor Group
Illinois
$280K +$242K +12,260 New
KIC
575
Keating Investment Counselors
Florida
$271K

KLAC Hedge Fund Activity: Q3 2020 in Review

754 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2020, worth a combined $27B — down 1.7% from $27.5B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new KLAC positions and 78 closed out — a net gain of 8 holders — while 276 added to existing stakes and 285 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $282M. The largest seller was Wellington Management Group, cutting an estimated $528M.

  • 754 institutional investors held KLA (KLAC) as of Q3 2020, up from 749 in Q2 2020.
  • Funds reported $27B of KLA stock for Q3 2020, down 1.7% quarter-over-quarter.
  • 86 funds opened new KLA positions in Q3 2020 and 78 closed out, a net change of +8 holders.
  • The largest KLA buyer in Q3 2020 was Fidelity Investments, an estimated $282M added.
  • The largest KLA seller in Q3 2020 was Wellington Management Group, an estimated $528M sold.

Based on aggregated 13F filings for Q3 2020.