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
TC
601
Trilogy Capital
California
$2K +$544 +50 +42%
TAIM
602
TD Ameritrade Investment Management
Nebraska
$2K +$1.74K +160 New
SWA
603
Sutton Wealth Advisors
Florida
$1.95K
NA
604
NewEdge Advisors
Louisiana
$1.48K +$1.27M +117,170 +465%
WF
605
WealthTrust Fairport
Ohio
$1K -$15.2K -1,400 -97%
NIM
606
NuWave Investment Management
New Jersey
$1K +$870 +80 New
RA
607
Rational Advisors
New York
$1K +$870 +80 New
KTC
608
Kistler-Tiffany Companies
Pennsylvania
$1K +$1.09K +100 New
FANJ
609
Financial Architects (New Jersey)
New Jersey
$1K +$1.3K +120 New
EMG
610
ETF Managers Group
New Jersey
$70 +$19.9K +1,830 +25%
1832 Asset Management
611
1832 Asset Management
Ontario, Canada
-$20.8M -1,905,680 Closed
SEC
612
Seven Eight Capital
New York
-$11.2M -1,023,360 Closed
JGC
613
J. Goldman & Co
New York
-$6.72M -616,190 Closed
OAC
614
OMERS Administration Corp
Ontario, Canada
-$5.44M -499,000 Closed
SCA
615
Secor Capital Advisors
New York
-$5.34M -490,100 Closed
ACM
616
Advent Capital Management
New York
-$5.23M -479,840 Closed
Assenagon Asset Management
617
Assenagon Asset Management
Luxembourg
-$5.04M -461,910 Closed
QIM
618
Quantitative Investment Management
Virginia
-$4.58M -420,000 Closed
CCA
619
Catalyst Capital Advisors
New York
-$3.85M -353,550 Closed
CIP
620
Chartwell Investment Partners
Pennsylvania
-$3.83M -351,100 Closed
T
621
TOBAM
France
-$3.63M -333,410 Closed
AIM
622
Artemis Investment Management
United Kingdom
-$3.36M -307,930 Closed
ZIG
623
Zurich Insurance Group
Switzerland
-$2.91M -266,710 Closed
Nomura Holdings
624
Nomura Holdings
Japan
-$2.84K -260,590 Closed
FSA
625
Financial Sense Advisors
California
-$2.83M -259,850 Closed

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.