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KLA
KLAC

1,397 hedge funds and large institutions have $69.1B invested in KLA in 2023 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 456 increasing their positions, 522 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 91

29% more funds holding in top 10

Funds holding in top 10: 34 → 44 (+10)

26% more capital invested

Capital invested by funds: $55B → $69.1B (+$14.1B)

9% more funds holding

Funds holding: 1,276 → 1,397 (+121)

3.75% less ownership

Funds ownership: 878.17% → 874.42% (-3.7%)

12% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.24B

13% less repeat investments, than reductions

Existing positions increased: 456 | Existing positions reduced: 522

Holders
1,397
Holders Change
+121
Holders Change %
+9.48%
% of All Funds
20.37%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.64%
New
229
Increased
456
Reduced
522
Closed
91
Calls
$1.09B
Puts
$1.24B
Net Calls
-$148M
Net Calls Change
-$97.7M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$614M
2
BlackRock
BlackRock
New York
+$302M
3
Barclays
Barclays
United Kingdom
+$278M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$201M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$157M

Top Sellers

Rank Fund Capital Flow
1
CWM
C2C Wealth Management
Arizona
-$413M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$265M
3
Goldman Sachs
Goldman Sachs
New York
-$241M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$216M
5
Amundi
Amundi
France
-$147M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
576
Heritage Wealth Management (Arizona)
Arizona
$2.5M +$2.24M +42,960 New
WCA
577
Westover Capital Advisors
Delaware
$2.49M -$33.3K -640 -1%
Fifth Third Bancorp
578
Fifth Third Bancorp
Ohio
$2.4M +$180K +3,460 +9%
ORG
579
Optimist Retirement Group
Washington
$2.4M +$2.15M +41,240 New
PAG
580
Private Advisor Group
New Jersey
$2.4M +$263K +5,060 +14%
ACM
581
Advisors Capital Management
New Jersey
$2.39M +$21.3K +410 +1%
VNA
582
Valley National Advisers
Pennsylvania
$2.37M -$174K -3,350 -8%
HFM
583
Harvest Fund Management
China
$2.36M +$61.9K +1,190 +3%
SP
584
Symmetry Partners
Connecticut
$2.35M -$473K -9,090 -18%
DADC
585
D.A. Davidson & Co
Montana
$2.35M +$87.4K +1,680 +4%
HKAM
586
Horizon Kinetics Asset Management
New York
$2.35M -$166K -3,180 -7%
MCM
587
MAI Capital Management
Ohio
$2.35M +$99.4K +1,910 +5%
JFG
588
Jefferies Financial Group
New York
$2.34M -$5.3M -101,800 -72%
SWM
589
SeaCrest Wealth Management
New York
$2.33M -$96.3K -1,850 -4%
UFF
590
USA Financial Formulas
Michigan
$2.32M +$1.72M +33,140 +485%
KWM
591
Kingsview Wealth Management
Oregon
$2.3M +$121K +2,330 +6%
AFS
592
Aft Forsyth & Sober
Florida
$2.3M – – –
CL
593
Choreo LLC
Illinois
$2.28M +$1.74M +33,400 +571%
MAM
594
Meeder Asset Management
Ohio
$2.28M +$491K +9,440 +32%
MYAM
595
Meiji Yasuda Asset Management
Japan
$2.26M +$1.08M +20,790 +115%
GI
596
GLOBALT Investments
Georgia
$2.25M +$2.02M +38,770 New
CWR
597
Chico Wealth RIA
California
$2.25M +$1.49M +28,700 +287%
TFS
598
Thoroughbred Financial Services
Tennessee
$2.24M -$279K -5,360 -12%
RAM
599
Ramirez Asset Management
New York
$2.24M – – –
WS
600
Wedbush Securities
California
$2.22M +$19.8K +380 +1%
22 23
24
25 26

KLAC Hedge Fund Activity: Q4 2023 in Review

1,397 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2023, worth a combined $69.1B — up 26% from $55B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new KLAC positions and 91 closed out — a net gain of 138 holders — while 456 added to existing stakes and 522 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $614M. The largest seller was C2C Wealth Management, exiting entirely with an estimated $413M sold.

  • 1,397 institutional investors held KLA (KLAC) as of Q4 2023, up from 1,276 in Q3 2023.
  • Funds reported $69.1B of KLA stock for Q4 2023, up 26% quarter-over-quarter.
  • 229 funds opened new KLA positions in Q4 2023 and 91 closed out, a net change of +138 holders.
  • The largest KLA buyer in Q4 2023 was Morgan Stanley, an estimated $614M added.
  • The largest KLA seller in Q4 2023 was C2C Wealth Management, an estimated $413M sold.

Based on aggregated 13F filings for Q4 2023.