We are live on ! Find out more

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
WPA
651
West Paces Advisors
Georgia
$11K
EFSCE
652
Enterprise Financial Services Corp (EFSC)
Missouri
$10K
HIM
653
Hillsdale Investment Management
Ontario, Canada
$10K +$3.23K +300 +60%
TAIM
654
TD Ameritrade Investment Management
Nebraska
$10K +$5.05K +470 +142%
BFEC
655
Benjamin F. Edwards & Company
Missouri
$9K
CYG
656
Clean Yield Group
Vermont
$9K
FC
657
Ferris Capital
Massachusetts
$8K -$5.27K -490 -44%
EARNEST Partners
658
EARNEST Partners
Georgia
$8K
MFBTD
659
MB Financial Bank - Trust Department
Illinois
$8K
FMII
660
Farmers & Merchants Investments Inc
Nebraska
$8K +$1.08K +100 +18%
PCG
661
Private Capital Group
Connecticut
$7K -$6.24K -580 -50%
MA
662
MUFG Americas
New York
$7K -$3.01K -280 -33%
GCM
663
Gables Capital Management
Florida
$7K
SMFS
664
Squar Milner Financial Services
California
$7K +$2.15K +200 +44%
VFA
665
Valeo Financial Advisors
Indiana
$6K -$1.51K -140 -21%
HCM
666
Hilton Capital Management
New York
$6K
JCM
667
Jacobi Capital Management
Pennsylvania
$6K
CAL
668
Capital Analysts LLC
Pennsylvania
$6K +$5.49K +510 New
ECM
669
Estabrook Capital Management
New York
$5.25K
IA
670
IFP Advisors
Florida
$5K -$45.6K -4,240 -91%
QCG
671
Quadrant Capital Group
Ohio
$5K -$8.82K -820 -57%
LWM
672
Liberty Wealth Management
California
$5K
TWA
673
TCI Wealth Advisors
Arizona
$5K
GWS
674
Glassman Wealth Services
Virginia
$5K +$3.23K +300 +214%
PCP
675
Proficio Capital Partners
Massachusetts
$4K +$1.29K +120 +57%

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.