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617 hedge funds and large institutions have $15.6B invested in KLA in 2018 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 222 increasing their positions, 213 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 63

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

8.48% more ownership

Funds ownership: 912.05%920.53% (+8.5%)

4% more funds holding

Funds holding: 594617 (+23)

4% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 213

4% more capital invested

Capital invested by funds: $15B → $15.6B (+$614M)

2% less call options, than puts

Call options by funds: $49.8M | Put options by funds: $50.7M

Holders
617
Holders Change
+23
Holders Change %
+3.87%
% of All Funds
14.14%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
92
Increased
222
Reduced
213
Closed
63
Calls
$49.8M
Puts
$50.7M
Net Calls
-$904K
Net Calls Change
-$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GF
651
Gabelli Funds
New York
-$315K -30,000 Closed
KIA
652
KCM Investment Advisors
California
-$309K -29,430 Closed
SM
653
Sciencast Management
New Jersey
-$298K -26,180 Closed
PTC
654
Petrus Trust Company
Texas
-$273K -25,990 Closed
UIM
655
Underhill Investment Management
California
-$257K -24,500 Closed
SGI
656
Summit Global Investments
Utah
-$243K -23,150 Closed
DS
657
DRW Securities
Illinois
-$232K -22,080 Closed
IIM
658
Intact Investment Management
Quebec, Canada
-$231K -22,000 Closed
CAN
659
Cetera Advisor Networks
California
-$216K -20,830 Closed
IFWM
660
Institute for Wealth Management
Colorado
-$200K -18,990 Closed
FIM
661
Foresters Investment Management
New York
-$171K -16,300 Closed
NAMA
662
Nikko Asset Management Americas
New York
-$127K -12,000 Closed
GBT
663
Grove Bank & Trust
Florida
-$89K -8,500 Closed
C
664
Cerebellum
California
-$85K -8,050 Closed
CHP
665
Cable Hill Partners
Oregon
-$75K -7,000 Closed
WAM
666
Wolverine Asset Management
Illinois
-$43K -4,180 Closed
MIC
667
MU Investments Company
Japan
-$39K -3,600 Closed
DCM
668
Delpha Capital Management
New York
-$15K -1,430 Closed
CA
669
Calton & Associates
Florida
-$7K -670 Closed
OPWM
670
Oak Point Wealth Management
Michigan
-$7K -650 Closed
SNT
671
Security National Trust
West Virginia
-$7K -640 Closed
STA
672
Summit Trail Advisors
New York
-$6K -510 Closed
HS
673
Horan Securities
United States
-$5K -480 Closed
CFD
674
Creative Financial Designs
Indiana
-$4K -390 Closed
BL
675
Balentine LLC
Georgia
-$3K -260 Closed

KLAC Hedge Fund Activity: Q1 2018 in Review

617 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2018, worth a combined $15.6B — up 4.1% from $15B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new KLAC positions and 63 closed out — a net gain of 29 holders — while 222 added to existing stakes and 213 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $301M. The largest seller was Parnassus Investments, cutting an estimated $138M.

  • 617 institutional investors held KLA (KLAC) as of Q1 2018, up from 594 in Q4 2017.
  • Funds reported $15.6B of KLA stock for Q1 2018, up 4.1% quarter-over-quarter.
  • 92 funds opened new KLA positions in Q1 2018 and 63 closed out, a net change of +29 holders.
  • The largest KLA buyer in Q1 2018 was T. Rowe Price Associates, an estimated $301M added.
  • The largest KLA seller in Q1 2018 was Parnassus Investments, an estimated $138M sold.

Based on aggregated 13F filings for Q1 2018.