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749 hedge funds and large institutions have $27.5B invested in KLA in 2020 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 230 increasing their positions, 300 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 63

35% more capital invested

Capital invested by funds: $20.3B → $27.5B (+$7.14B)

14.08% more ownership

Funds ownership: 903.43%917.51% (+14%)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

7% more funds holding

Funds holding: 702749 (+47)

6% less call options, than puts

Call options by funds: $175M | Put options by funds: $187M

23% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 300

Holders
749
Holders Change
+47
Holders Change %
+6.7%
% of All Funds
15.36%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.23%
New
115
Increased
230
Reduced
300
Closed
63
Calls
$175M
Puts
$187M
Net Calls
-$12M
Net Calls Change
+$3.43M
Name Holding Trade Value Shares
Change
Change in
Stake
S
601
SignatureFD
Georgia
$225K -$22.4K -1,310 -10%
FAAS
602
First Allied Advisory Services
California
$224K +$197K +11,520 New
ST
603
Smithfield Trust
Pennsylvania
$223K +$74.9K +4,380 +62%
FPS
604
Fieldpoint Private Securities
Connecticut
$223K +$196K +11,450 New
GWS
605
Glassman Wealth Services
Virginia
$219K +$17.1K +1,000 +10%
FMT
606
First Mercantile Trust
Tennessee
$218K +$58.8K +3,440 +44%
RMA
607
Roffman Miller Associates
Pennsylvania
$214K +$188K +11,000 New
SI
608
Stephens Inc
Arkansas
$214K +$188K +11,000 New
TCOT
609
Trust Company of Toledo
Ohio
$209K +$184K +10,740 New
AIA
610
AIMZ Investment Advisors
California
$208K +$183K +10,700 New
EF
611
Empirical Finance
Pennsylvania
$205K +$180K +10,540 New
HCM
612
Howland Capital Management
Massachusetts
$205K +$180K +10,540 New
IAA
613
Independent Advisor Alliance
North Carolina
$203K +$179K +10,450 New
GBT
614
Grove Bank & Trust
Florida
$203K +$179K +10,460 New
ECM
615
Element Capital Management
New York
$201K +$177K +10,360 New
FL
616
Fort LP
Maryland
$200K -$538K -31,500 -75%
M
617
MOTCO
Texas
$198K
BAM
618
Belpointe Asset Management
Nevada
$186K +$9.57K +560 +6%
SCM
619
Silvant Capital Management
Georgia
$180K
SBSB
620
Sullivan, Bruyette, Speros & Blaney
Virginia
$178K
PA
621
Parallel Advisors
California
$170K +$10.1K +590 +7%
CIA
622
CSat Investment Advisory
Michigan
$162K +$1.37K +80 +1%
FQ
623
First Quadrant
California
$146K +$129K +7,520 New
CB
624
CNB Bank
Pennsylvania
$145K -$34.2K -2,000 -21%
NIT
625
NumerixS Investment Technologies
British Columbia, Canada
$137K +$120K +7,030 New

KLAC Hedge Fund Activity: Q2 2020 in Review

749 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q2 2020, worth a combined $27.5B — up 35% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new KLAC positions and 63 closed out — a net gain of 52 holders — while 230 added to existing stakes and 300 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $192M. The largest seller was Victory Capital Management, cutting an estimated $144M.

  • 749 institutional investors held KLA (KLAC) as of Q2 2020, up from 702 in Q1 2020.
  • Funds reported $27.5B of KLA stock for Q2 2020, up 35% quarter-over-quarter.
  • 115 funds opened new KLA positions in Q2 2020 and 63 closed out, a net change of +52 holders.
  • The largest KLA buyer in Q2 2020 was Wellington Management Group, an estimated $192M added.
  • The largest KLA seller in Q2 2020 was Victory Capital Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2020.