We are live on ! Find out more

612 hedge funds and large institutions have $14.8B invested in KLA in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 218 increasing their positions, 235 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.95% more ownership

Funds ownership: 920.53%930.48% (+10%)

3% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 63

1% less funds holding

Funds holding: 617612 (-5)

7% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 235

5% less capital invested

Capital invested by funds: $15.6B → $14.8B (-$794M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

34% less call options, than puts

Call options by funds: $49.9M | Put options by funds: $75.6M

Holders
612
Holders Change
-5
Holders Change %
-0.81%
% of All Funds
14.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
65
Increased
218
Reduced
235
Closed
63
Calls
$49.9M
Puts
$75.6M
Net Calls
-$25.6M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
651
Fort Point Capital Partners
California
-$294K -26,950 Closed
EMG
652
Ellington Management Group
Connecticut
-$229K -21,000 Closed
CC
653
Cognios Capital
Kansas
-$223K -20,520 Closed
DCM
654
Dynamic Capital Management
Jersey
-$209K -19,190 Closed
WS
655
Wedbush Securities
California
-$208K -19,080 Closed
MA
656
MANA Advisors
New York
-$202K -18,500 Closed
TG
657
TLP Group
Illinois
-$199K -18,320 -100%
HAM
658
Highstreet Asset Management
Ontario, Canada
-$167K -15,300 Closed
BBHC
659
Brown Brothers Harriman & Co
New York
-$120K -11,000 Closed
FPFS
660
First Personal Financial Services
North Carolina
-$90K -8,300 Closed
WCM
661
Whitener Capital Management
North Carolina
-$68K -6,250 Closed
SWP
662
Stratos Wealth Partners
Ohio
-$63K -5,770 Closed
ZB
663
Zions Bancorporation
Utah
-$46K -4,210 Closed
CIP
664
Convergence Investment Partners
Florida
-$45K -4,130 Closed
PHK
665
Point72 Hong Kong
Hong Kong
-$44K -4,070 Closed
AIS
666
AlphaOne Investment Services
Pennsylvania
-$35K -3,250 Closed
APP
667
Avantax Planning Partners
Iowa
-$33K -3,010 Closed
CBT
668
Capital Bank & Trust
California
-$11K -1,000 Closed
MCM
669
Manchester Capital Management
Vermont
-$9K -830 Closed
HFP
670
Holistic Financial Partners
Indiana
-$4K -360 Closed
FCAG
671
First Capital Advisors Group
New Jersey
-$4K -330 Closed
PFGIA
672
Patriot Financial Group Insurance Agency
Massachusetts
-$3K -270 Closed
OFW
673
Omnia Family Wealth
Florida
-$2K -170 Closed
IWM
674
IHT Wealth Management
Illinois
-$1K -110 Closed
SIS
675
Sound Income Strategies
Florida
+$326 +30 New

KLAC Hedge Fund Activity: Q2 2018 in Review

612 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q2 2018, worth a combined $14.8B — down 5.1% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new KLAC positions and 63 closed out — a net gain of 2 holders — while 218 added to existing stakes and 235 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $324M. The largest seller was Wellington Management Group, cutting an estimated $191M.

  • 612 institutional investors held KLA (KLAC) as of Q2 2018, down from 617 in Q1 2018.
  • Funds reported $14.8B of KLA stock for Q2 2018, down 5.1% quarter-over-quarter.
  • 65 funds opened new KLA positions in Q2 2018 and 63 closed out, a net change of +2 holders.
  • The largest KLA buyer in Q2 2018 was T. Rowe Price Associates, an estimated $324M added.
  • The largest KLA seller in Q2 2018 was Wellington Management Group, an estimated $191M sold.

Based on aggregated 13F filings for Q2 2018.