We are live on ! Find out more

638 hedge funds and large institutions have $12.1B invested in KLA in 2018 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 191 increasing their positions, 257 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

92% more call options, than puts

Call options by funds: $67M | Put options by funds: $34.9M

21% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 86

2% more funds holding

Funds holding: 624638 (+14)

0.46% more ownership

Funds ownership: 916.09%916.55% (+0.46%)

17% less capital invested

Capital invested by funds: $14.5B → $12.1B (-$2.43B)

26% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 257

Holders
638
Holders Change
+14
Holders Change %
+2.24%
% of All Funds
14.22%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.2%
New
104
Increased
191
Reduced
257
Closed
86
Calls
$67M
Puts
$34.9M
Net Calls
+$32.1M
Net Calls Change
+$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
601
Tower Research Capital (TRC)
New York
$4K -$220K -23,670 -98%
HCM
602
Hilton Capital Management
New York
$4K -$36.8K -3,950 -89%
TWA
603
TCI Wealth Advisors
Arizona
$4K -$4.28K -460 -53%
JCM
604
Jacobi Capital Management
Pennsylvania
$4K
SSB
605
Sandy Spring Bank
Maryland
$4K
SMFS
606
Squar Milner Financial Services
California
$4K
CFA
607
Clarfeld Financial Advisors
New York
$4K +$3.73K +400 New
KPW
608
Kore Private Wealth
New York
$4K +$4.47K +480 New
LWM
609
Liberty Wealth Management
California
$4K +$4.66K +500 New
LPC
610
Loeb Partners Corp
New York
$4K +$4.66K +500 New
ECM
611
Estabrook Capital Management
New York
$3.94K
TAIM
612
TD Ameritrade Investment Management
Nebraska
$3K -$1.12K -120 -27%
BAM
613
Barrett Asset Management
New York
$3K
CWA
614
Clarus Wealth Advisors
Arizona
$3K
IAS
615
IMA Advisory Services
Colorado
$3K
PCP
616
Proficio Capital Partners
Massachusetts
$2K -$279 -30 -13%
GWM
617
Geneos Wealth Management
Colorado
$2K
HT
618
Heritage Trust
Oklahoma
$2K
AIA
619
Alera Investment Advisors
Illinois
$2K +$2.14K +230 New
HPC
620
HM Payson & Co
Maine
$2K +$2.51K +270 New
SWA
621
Sutton Wealth Advisors
Florida
$1.7K
GWS
622
Glassman Wealth Services
Virginia
$1K -$1.3K -140 -50%
FANJ
623
Financial Architects (New Jersey)
New Jersey
$1K
GTAM
624
Global Trust Asset Management
Florida
$1K
TNBTD
625
Trustmark National Bank Trust Department
Mississippi
$1K

KLAC Hedge Fund Activity: Q4 2018 in Review

638 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2018, worth a combined $12.1B — down 17% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new KLAC positions and 86 closed out — a net gain of 18 holders — while 191 added to existing stakes and 257 trimmed.

The largest buyer was American International Group, adding an estimated $393M. The largest seller was T. Rowe Price Associates, cutting an estimated $719M.

  • 638 institutional investors held KLA (KLAC) as of Q4 2018, up from 624 in Q3 2018.
  • Funds reported $12.1B of KLA stock for Q4 2018, down 17% quarter-over-quarter.
  • 104 funds opened new KLA positions in Q4 2018 and 86 closed out, a net change of +18 holders.
  • The largest KLA buyer in Q4 2018 was American International Group, an estimated $393M added.
  • The largest KLA seller in Q4 2018 was T. Rowe Price Associates, an estimated $719M sold.

Based on aggregated 13F filings for Q4 2018.