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
PWMG
626
Prestige Wealth Management Group
New Jersey
$1K +$652 +70 New
CIAS
627
Capital Investment Advisory Services
North Carolina
$1K +$838 +90 New
EWM
628
Executive Wealth Management
Michigan
$1K +$1.12K +120 New
CCM
629
Copeland Capital Management
Pennsylvania
$1K +$1.3K +140 New
CC
630
Claybrook Capital
Massachusetts
$1K +$1.49K +160 New
WDL
631
Well Done LLC
Michigan
$1K +$1.49K +160 New
BCA
632
Berman Capital Advisors
Georgia
$1K +$1.96K +210 New
JCM
633
Julex Capital Management
Massachusetts
$1K +$2.05K +220 New
NA
634
NewEdge Advisors
Louisiana
$301 -$1.12M -120,080 -78%
UB
635
UMB Bank
Missouri
$252 -$10.4K -1,120 -4%
JIM
636
Jupiter Investment Management
United Kingdom
-$40.8M -4,007,820 Closed
AAM
637
Ardevora Asset Management
United Kingdom
-$36.3M -3,565,040 Closed
SEC
638
Seven Eight Capital
New York
-$9.71M -954,360 Closed
AIA
639
Avalon Investment & Advisory
Texas
-$9.67M -950,850 Closed
SFM
640
Systematic Financial Management
New Jersey
-$7.61M -747,920 Closed
QC
641
Quadrature Capital
United Kingdom
-$6.31M -620,790 Closed
BCM
642
Bridgeway Capital Management
Texas
-$6.24M -613,000 Closed
BWP
643
Baldwin Wealth Partners
Massachusetts
-$5.94M -583,860 Closed
SIP
644
Stoneridge Investment Partners
Pennsylvania
-$5.28M -519,100 Closed
Hudson Bay Capital Management
645
Hudson Bay Capital Management
Connecticut
-$4.78M -513,000 Closed
OAM
646
Origin Asset Management
United Kingdom
-$4.14M -407,000 Closed
GCP
647
GSA Capital Partners
United Kingdom
-$3.18M -312,610 Closed
Verition Fund Management
648
Verition Fund Management
Connecticut
-$2.67M -262,160 Closed
SIM
649
Spark Investment Management
New York
-$2.35M -231,000 Closed
CWM
650
Cornerstone Wealth Management
Missouri
-$222K -230,760 Closed

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.