We are live on ! Find out more

612 hedge funds and large institutions have $14.8B invested in KLA in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 218 increasing their positions, 235 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.95% more ownership

Funds ownership: 920.53%930.48% (+10%)

3% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 63

1% less funds holding

Funds holding: 617612 (-5)

7% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 235

5% less capital invested

Capital invested by funds: $15.6B → $14.8B (-$794M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

34% less call options, than puts

Call options by funds: $49.9M | Put options by funds: $75.6M

Holders
612
Holders Change
-5
Holders Change %
-0.81%
% of All Funds
14.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
65
Increased
218
Reduced
235
Closed
63
Calls
$49.9M
Puts
$75.6M
Net Calls
-$25.6M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GFP
576
Gryphon Financial Partners
Ohio
$6K
MFBTD
577
MB Financial Bank - Trust Department
Illinois
$6K
GCM
578
Gables Capital Management
Florida
$6K +$6.63K +610 New
SSB
579
Sandy Spring Bank
Maryland
$5K -$76.1K -7,000 -93%
FHA
580
First Horizon Advisors
Tennessee
$5K -$11.1K -1,020 -68%
BFEC
581
Benjamin F. Edwards & Company
Missouri
$5K
FMII
582
Farmers & Merchants Investments Inc
Nebraska
$5K
JCM
583
Jacobi Capital Management
Pennsylvania
$5K
AC
584
Avestar Capital
New York
$5K +$1.2K +110 +20%
Carson Wealth (CWM LLC)
585
Carson Wealth (CWM LLC)
Nebraska
$5K +$2.83K +260 +124%
IAS
586
IMA Advisory Services
Colorado
$5K +$4.89K +450 New
PW
587
Price Wealth
Texas
$5K +$5.76K +530 New
ECM
588
Estabrook Capital Management
New York
$4.51K
BAM
589
Barrett Asset Management
New York
$4K
CF
590
Centaurus Financial
California
$3K -$173K -15,880 -98%
CIBC Private Wealth Group
591
CIBC Private Wealth Group
Georgia
$3K -$7.18K -660 -69%
GWS
592
Glassman Wealth Services
Virginia
$3K
CWA
593
Clarus Wealth Advisors
Arizona
$3K +$3.15K +290 New
RFM
594
Royal Fund Management
Florida
$2K -$10.9K -1,000 -82%
PCP
595
Proficio Capital Partners
Massachusetts
$2K -$1.41K -130 -41%
ACS
596
Archford Capital Strategies
Illinois
$2K
GWM
597
Geneos Wealth Management
Colorado
$2K
HT
598
Heritage Trust
Oklahoma
$2K
SFSIG
599
San Francisco Sentry Investment Group
California
$2K
TFA
600
Transamerica Financial Advisors
Florida
$2K +$109 +10 +10%

KLAC Hedge Fund Activity: Q2 2018 in Review

612 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q2 2018, worth a combined $14.8B — down 5.1% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new KLAC positions and 63 closed out — a net gain of 2 holders — while 218 added to existing stakes and 235 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $324M. The largest seller was Wellington Management Group, cutting an estimated $191M.

  • 612 institutional investors held KLA (KLAC) as of Q2 2018, down from 617 in Q1 2018.
  • Funds reported $14.8B of KLA stock for Q2 2018, down 5.1% quarter-over-quarter.
  • 65 funds opened new KLA positions in Q2 2018 and 63 closed out, a net change of +2 holders.
  • The largest KLA buyer in Q2 2018 was T. Rowe Price Associates, an estimated $324M added.
  • The largest KLA seller in Q2 2018 was Wellington Management Group, an estimated $191M sold.

Based on aggregated 13F filings for Q2 2018.