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617 hedge funds and large institutions have $15.6B invested in KLA in 2018 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 222 increasing their positions, 213 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 63

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

8.48% more ownership

Funds ownership: 912.05%920.53% (+8.5%)

4% more funds holding

Funds holding: 594617 (+23)

4% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 213

4% more capital invested

Capital invested by funds: $15B → $15.6B (+$614M)

2% less call options, than puts

Call options by funds: $49.8M | Put options by funds: $50.7M

Holders
617
Holders Change
+23
Holders Change %
+3.87%
% of All Funds
14.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
92
Increased
222
Reduced
213
Closed
63
Calls
$49.8M
Puts
$50.7M
Net Calls
-$904K
Net Calls Change
-$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
576
CIBC Private Wealth Group
Georgia
$10K -$26.1K -2,350 -71%
CAC
577
Certified Advisory Corp
Florida
$10K
LFA
578
Legacy Financial Advisors
Kentucky
$10K
TC
579
Trust Company
Kansas
$9K -$10.6K -950 -54%
QCG
580
Quadrant Capital Group
Ohio
$9K +$890 +80 +7%
MCM
581
Manchester Capital Management
Vermont
$9K +$9.23K +830 New
MSTVIM
582
Messner & Smith Theme Value Investment Management
California
$9K +$9.57K +860 New
TWA
583
TCI Wealth Advisors
Arizona
$8K
SF
584
Synovus Financial
Georgia
$8K +$8.46K +760 New
EARNEST Partners
585
EARNEST Partners
Georgia
$7K
FMP
586
Financial Management Professionals
Texas
$7K
MFBTD
587
MB Financial Bank - Trust Department
Illinois
$7K
FMII
588
Farmers & Merchants Investments Inc
Nebraska
$6K
GFP
589
Gryphon Financial Partners
Ohio
$6K +$334 +30 +6%
PFBT
590
Parkside Financial Bank & Trust
Missouri
$6K +$3.12K +280 +90%
AC
591
Avestar Capital
New York
$5K -$1.56K -140 -20%
BFEC
592
Benjamin F. Edwards & Company
Missouri
$5K
JCM
593
Jacobi Capital Management
Pennsylvania
$5K
ECM
594
Estabrook Capital Management
New York
$4.8K
BAM
595
Barrett Asset Management
New York
$4K
HFP
596
Holistic Financial Partners
Indiana
$4K
FCAG
597
First Capital Advisors Group
New Jersey
$4K +$3.67K +330 New
FMA
598
FNY Managed Accounts
New York
$3K -$1.67K -150 -32%
GWM
599
Geneos Wealth Management
Colorado
$3K
HT
600
Heritage Trust
Oklahoma
$3K

KLAC Hedge Fund Activity: Q1 2018 in Review

617 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2018, worth a combined $15.6B — up 4.1% from $15B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new KLAC positions and 63 closed out — a net gain of 29 holders — while 222 added to existing stakes and 213 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $301M. The largest seller was Parnassus Investments, cutting an estimated $138M.

  • 617 institutional investors held KLA (KLAC) as of Q1 2018, up from 594 in Q4 2017.
  • Funds reported $15.6B of KLA stock for Q1 2018, up 4.1% quarter-over-quarter.
  • 92 funds opened new KLA positions in Q1 2018 and 63 closed out, a net change of +29 holders.
  • The largest KLA buyer in Q1 2018 was T. Rowe Price Associates, an estimated $301M added.
  • The largest KLA seller in Q1 2018 was Parnassus Investments, an estimated $138M sold.

Based on aggregated 13F filings for Q1 2018.