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690 hedge funds and large institutions have $17.3B invested in KLA in 2019 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 295 increasing their positions, 189 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 65

89% more funds holding in top 10

Funds holding in top 10: 917 (+8)

56% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 189

43% more capital invested

Capital invested by funds: $12.1B → $17.3B (+$5.22B)

12% more call options, than puts

Call options by funds: $68M | Put options by funds: $60.6M

8% more funds holding

Funds holding: 638690 (+52)

24.94% less ownership

Funds ownership: 916.55%891.61% (-25%)

Holders
690
Holders Change
+52
Holders Change %
+8.15%
% of All Funds
14.94%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.37%
New
126
Increased
295
Reduced
189
Closed
65
Calls
$68M
Puts
$60.6M
Net Calls
+$7.36M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
601
Whittier Trust
California
$53K -$35.3K -3,280 -42%
IFAM
602
Institutional & Family Asset Management
Colorado
$49K -$63.7K -5,920 -59%
FIB
603
First Interstate Bank
Montana
$48K -$91.4K -8,500 -68%
WOC
604
West Oak Capital
California
$48K
CAM
605
Cresset Asset Management
Illinois
$48K +$16.7K +1,550 +63%
BAM
606
Barrett Asset Management
New York
$48K +$38.9K +3,620 +953%
VCM
607
Versant Capital Management
Arizona
$46K -$215 -20 -0.5%
CAW
608
Cornerstone Advisors (Washington)
Washington
$45K +$1.61K +150 +4%
GRP
609
Global Retirement Partners
California
$41K +$21.2K +1,970 +137%
PA
610
Parallel Advisors
California
$40K +$21.6K +2,010 +152%
GWM
611
Geneos Wealth Management
Colorado
$40K +$33.1K +3,080 +1,100%
SMG
612
Spectrum Management Group
Indiana
$40K +$36.1K +3,360 New
OIA
613
OneDigital Investment Advisors
Kansas
$39K
KFS
614
Kelly Financial Services
Massachusetts
$36.1K +$32.6K +3,030 New
CAPTRUST Financial Advisors
615
CAPTRUST Financial Advisors
North Carolina
$36K +$32.3K +3,000 New
SLF
616
Sun Life Financial
Ontario, Canada
$34K -$16.3K -1,520 -35%
WCM
617
WealthBridge Capital Management
Ohio
$33K -$323 -30 -1%
ST
618
Smithfield Trust
Pennsylvania
$31K
BWM
619
BerganKDV Wealth Management
Minnesota
$30K -$10.8K -1,000 -28%
CCM
620
Cribstone Capital Management
Maine
$30K
PCM
621
Prelude Capital Management
New York
$30K +$27K +2,510 New
VNA
622
Valley National Advisers
Pennsylvania
$29K
LFA
623
Legacy Financial Advisors
Kentucky
$28K +$2.26K +210 +10%
CFGS
624
Concourse Financial Group Securities
Alabama
$28K +$9.79K +910 +62%
NIM
625
NuWave Investment Management
New Jersey
$27K +$24.7K +2,300 New

KLAC Hedge Fund Activity: Q1 2019 in Review

690 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2019, worth a combined $17.3B — up 43% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new KLAC positions and 65 closed out — a net gain of 61 holders — while 295 added to existing stakes and 189 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $229M. The largest seller was Two Sigma Advisers, cutting an estimated $131M.

  • 690 institutional investors held KLA (KLAC) as of Q1 2019, up from 638 in Q4 2018.
  • Funds reported $17.3B of KLA stock for Q1 2019, up 43% quarter-over-quarter.
  • 126 funds opened new KLA positions in Q1 2019 and 65 closed out, a net change of +61 holders.
  • The largest KLA buyer in Q1 2019 was Wellington Management Group, an estimated $229M added.
  • The largest KLA seller in Q1 2019 was Two Sigma Advisers, an estimated $131M sold.

Based on aggregated 13F filings for Q1 2019.