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1,276 hedge funds and large institutions have $55B invested in KLA in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 460 increasing their positions, 463 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 74

8.63% more ownership

Funds ownership: 869.54%878.17% (+8.6%)

4% more funds holding

Funds holding: 1,2241,276 (+52)

1% less repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 463

5% less capital invested

Capital invested by funds: $57.7B → $55B (-$2.72B)

7% less call options, than puts

Call options by funds: $637M | Put options by funds: $688M

11% less funds holding in top 10

Funds holding in top 10: 3834 (-4)

Holders
1,276
Holders Change
+52
Holders Change %
+4.25%
% of All Funds
20.25%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
137
Increased
460
Reduced
463
Closed
74
Calls
$637M
Puts
$688M
Net Calls
-$50.7M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
651
Bristlecone Advisors
Washington
$1.31M -$6.24K -130 -0.5%
BCP
652
Blackhawk Capital Partners
Wisconsin
$1.3M -$295K -6,160 -18%
BC
653
Burney Company
Virginia
$1.29M -$2.4K -50 -0.2%
DM
654
Delphi Management
Massachusetts
$1.26M -$89.7K -1,870 -6%
ILI
655
Invesco LLC (Illinois)
Illinois
$1.24M +$13.4K +280 +1%
BCM
656
Boltwood Capital Management
California
$1.24M -$67.1K -1,400 -5%
LA
657
Lifeworks Advisors
Michigan
$1.23M -$121K -2,520 -9%
Luther King Capital Management (LKCM)
658
Luther King Capital Management (LKCM)
Texas
$1.23M +$54.2K +1,130 +4%
PFM
659
Patton Fund Management
Texas
$1.23M -$729K -15,190 -36%
JCM
660
Jacobi Capital Management
Pennsylvania
$1.22M +$136K +2,830 +12%
LC
661
Lavaca Capital
Texas
$1.2M -$47.5K -990 -4%
ZB
662
Zions Bancorporation
Utah
$1.18M +$367K +7,650 +42%
TA
663
Tectonic Advisors
Texas
$1.17M +$94.5K +1,970 +8%
BW
664
Bison Wealth
Georgia
$1.16M -$144K -3,000 -11%
PI
665
PineBridge Investments
New York
$1.16M -$476K -9,920 -28%
FTDI
666
First Trust Direct Indexing
Massachusetts
$1.16M +$58K +1,210 +5%
WTC
667
WhitTier Trust Company
Nevada
$1.15M
AI
668
AXS Investments
New York
$1.14M -$60.9K -1,270 -5%
IFWM
669
Institute for Wealth Management
Colorado
$1.14M
HWM
670
HB Wealth Management
Georgia
$1.13M +$103K +2,140 +9%
ATC
671
Argent Trust Co
Tennessee
$1.13M +$480 +10 +0%
ZF
672
Zhang Financial
Michigan
$1.13M -$214K -4,470 -16%
MFGM
673
Marshall Financial Group (Maryland)
Maryland
$1.12M -$19.2K -400 -2%
MAS
674
Meeder Advisory Services
Ohio
$1.11M -$183K -3,810 -14%
Credit Agricole
675
Credit Agricole
France
$1.1M +$185K +3,850 +19%

KLAC Hedge Fund Activity: Q3 2023 in Review

1,276 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2023, worth a combined $55B — down 4.7% from $57.7B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new KLAC positions and 74 closed out — a net gain of 63 holders — while 460 added to existing stakes and 463 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $192M. The largest seller was Fidelity International, cutting an estimated $211M.

  • 1,276 institutional investors held KLA (KLAC) as of Q3 2023, up from 1,224 in Q2 2023.
  • Funds reported $55B of KLA stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 137 funds opened new KLA positions in Q3 2023 and 74 closed out, a net change of +63 holders.
  • The largest KLA buyer in Q3 2023 was Goldman Sachs, an estimated $192M added.
  • The largest KLA seller in Q3 2023 was Fidelity International, an estimated $211M sold.

Based on aggregated 13F filings for Q3 2023.