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910 hedge funds and large institutions have $44.4B invested in KLA in 2021 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 315 increasing their positions, 332 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more funds holding in top 10

Funds holding in top 10: 1127 (+16)

92% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 73

25% more capital invested

Capital invested by funds: $35.6B → $44.4B (+$8.8B)

7% more funds holding

Funds holding: 848910 (+62)

5% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 332

1.26% less ownership

Funds ownership: 882.78%881.52% (-1.3%)

37% less call options, than puts

Call options by funds: $258M | Put options by funds: $407M

Holders
910
Holders Change
+62
Holders Change %
+7.31%
% of All Funds
15.98%
Holding in Top 10
27
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+145.45%
% of All Funds
0.47%
New
140
Increased
315
Reduced
332
Closed
73
Calls
$258M
Puts
$407M
Net Calls
-$149M
Net Calls Change
-$82M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
551
Claraphi Advisory Network
United States
$729K +$665K +22,060 New
PAS
552
Park Avenue Securities
New York
$721K +$93.7K +3,110 +17%
EGA
553
E&G Advisors
Texas
$717K
EMG
554
ETF Managers Group
New Jersey
$711K +$90.7K +3,010 +16%
SFS
555
Sowell Financial Services
Arkansas
$708K -$156K -5,180 -19%
JA
556
JLB & Associates
Michigan
$698K +$326K +10,810 +105%
WFC
557
Western Financial Corp
California
$695K +$19.3K +640 +3%
CIP
558
Chartwell Investment Partners
Pennsylvania
$694K
SWM
559
SeaCrest Wealth Management
New York
$693K -$643K -21,330 -50%
CIC
560
Cornercap Investment Counsel
Georgia
$689K +$628K +20,840 New
AF
561
Advisornet Financial
Minnesota
$680K +$54.2K +1,800 +10%
CI
562
Conning Inc
Connecticut
$675K -$58.8K -1,950 -9%
JFGIW
563
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$674K +$4.52K +150 +0.7%
MYAM
564
Meiji Yasuda Asset Management
Japan
$672K +$232K +7,700 +61%
SFM
565
Systematic Financial Management
New Jersey
$669K +$4.52K +150 +0.7%
MA
566
Mutual Advisors
Nebraska
$667K -$3.01K -100 -0.5%
MMPW
567
Mitchell McLeod Pugh & Williams
Alabama
$666K
CL
568
CPWM LLC
Washington
$660K +$6.33K +210 +1%
AOWM
569
Alpha Omega Wealth Management
Virginia
$654K -$30.1K -1,000 -5%
MSFS
570
Main Street Financial Solutions
Pennsylvania
$650K +$3.31K +110 +0.6%
SAI
571
Systematic Alpha Investments
New Jersey
$648K +$542K +18,000 +1,118%
JWM
572
JGP Wealth Management
Oregon
$639K +$18.4K +610 +3%
QFA
573
Quattro Financial Advisors
Texas
$638K +$603K +20,000 New
ATPW
574
Ashton Thomas Private Wealth
Arizona
$624K -$330K -10,960 -37%
APA
575
American Portfolios Advisors
New York
$622K +$32.5K +1,080 +6%

KLAC Hedge Fund Activity: Q1 2021 in Review

910 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2021, worth a combined $44.4B — up 25% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new KLAC positions and 73 closed out — a net gain of 67 holders — while 315 added to existing stakes and 332 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $262M. The largest seller was Vanguard Group, cutting an estimated $902M.

  • 910 institutional investors held KLA (KLAC) as of Q1 2021, up from 848 in Q4 2020.
  • Funds reported $44.4B of KLA stock for Q1 2021, up 25% quarter-over-quarter.
  • 140 funds opened new KLA positions in Q1 2021 and 73 closed out, a net change of +67 holders.
  • The largest KLA buyer in Q1 2021 was Capital Research Global Investors, an estimated $262M added.
  • The largest KLA seller in Q1 2021 was Vanguard Group, an estimated $902M sold.

Based on aggregated 13F filings for Q1 2021.