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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
PFGIA
601
Patriot Financial Group Insurance Agency
Massachusetts
$3K
GWS
602
Glassman Wealth Services
Virginia
$3K +$2.45K +220 +733%
PCP
603
Proficio Capital Partners
Massachusetts
$3K +$3.23K +290 +967%
Nomura Holdings
604
Nomura Holdings
Japan
$2.84K +$1.77M +159,390 +158%
SWA
605
Sutton Wealth Advisors
Florida
$2.07K
OFW
606
Omnia Family Wealth
Florida
$2K -$40.3K -3,620 -96%
LWA
607
Lenox Wealth Advisors
New York
$2K
SFSIG
608
San Francisco Sentry Investment Group
California
$2K
JA
609
JOYN Advisors
Georgia
$2K +$1.56K +140 New
ACS
610
Archford Capital Strategies
Illinois
$2K +$1.89K +170 New
Carson Wealth (CWM LLC)
611
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.34K +210 New
IWM
612
IHT Wealth Management
Illinois
$1K
SIM
613
Sentry Investment Management
Wisconsin
$1K
TFA
614
Transamerica Financial Advisors
Florida
$1K +$111 +10 +11%
TC
615
Trilogy Capital
California
$1K +$1.33K +120 New
SLF
616
Sun Life Financial
Ontario, Canada
$715 -$29.6K -2,660 -77%
SI
617
Sensato Investors
California
-$18.7M -1,781,000 Closed
MC
618
Maverick Capital
Texas
-$9.21M -876,700 Closed
Ninety One (UK)
619
Ninety One (UK)
United Kingdom
-$7.75M -737,560 Closed
OAM
620
Oxford Asset Management
United Kingdom
-$5.48M -521,260 Closed
MM
621
Midas Management
New York
-$3.16M -301,000 Closed
Wolverine Trading
622
Wolverine Trading
Illinois
-$2.74M -246,000 Closed
HAI
623
Hennessy Advisors Inc
California
-$2.52M -239,980 Closed
TF
624
TIAA FSB
Florida
-$2.05M -195,110 Closed
IG
625
ING Group
Netherlands
-$1.77M -168,350 Closed

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.