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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
KPW
626
Kore Private Wealth
New York
$26K +$18.1K +1,680 +350%
AP
627
Advisors Preferred
Maryland
$26K +$23.2K +2,160 New
CFS
628
Ceros Financial Services
Maryland
$26K +$23.2K +2,160 New
CFA
629
Carroll Financial Associates
North Carolina
$25K +$323 +30 +1%
PFO
630
Pathstone Family Office
New Jersey
$25K +$3.66K +340 +19%
Acadian Asset Management
631
Acadian Asset Management
Massachusetts
$25K +$22.8K +2,120 New
WPW
632
Winthrop Partners - WNY
New York
$24.4K
ZB
633
Zions Bancorporation
Utah
$24K +$21.9K +2,040 New
DBT
634
Dubuque Bank & Trust
Iowa
$23K
CFG
635
Citizens Financial Group
Rhode Island
$23K +$20.4K +1,900 New
PWMG
636
Prestige Wealth Management Group
New Jersey
$21K +$18.4K +1,710 +2,443%
SWM
637
SeaCrest Wealth Management
New York
$20K -$1.18K -110 -6%
CIA
638
CSat Investment Advisory
Michigan
$16K -$7.74K -720 -35%
JFGIW
639
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K
SFSIG
640
San Francisco Sentry Investment Group
California
$16K
MNBTD
641
Moody National Bank Trust Division
Texas
$16K +$14.5K +1,350 New
SCM
642
Shelton Capital Management
Colorado
$14.9K -$1.43M -132,520 -88%
FHA
643
First Horizon Advisors
Tennessee
$14K +$4.3K +400 +51%
FANJ
644
Financial Architects (New Jersey)
New Jersey
$13K +$10.8K +1,000 +833%
FL
645
Fort LP
Maryland
$12K -$4.14M -385,230 -100%
Parallax Volatility Advisers
646
Parallax Volatility Advisers
California
$12K -$41.7K -3,880 -79%
CAC
647
Certified Advisory Corp
Florida
$12K
GAM
648
Gemmer Asset Management
California
$12K
FCA
649
FinTrust Capital Advisors
South Carolina
$11K
PFBT
650
Parkside Financial Bank & Trust
Missouri
$11K +$1.61K +150 +20%

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.