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749 hedge funds and large institutions have $27.5B invested in KLA in 2020 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 230 increasing their positions, 300 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 63

35% more capital invested

Capital invested by funds: $20.3B → $27.5B (+$7.14B)

14.08% more ownership

Funds ownership: 903.43%917.51% (+14%)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

7% more funds holding

Funds holding: 702749 (+47)

6% less call options, than puts

Call options by funds: $175M | Put options by funds: $187M

23% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 300

Holders
749
Holders Change
+47
Holders Change %
+6.7%
% of All Funds
15.36%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.23%
New
115
Increased
230
Reduced
300
Closed
63
Calls
$175M
Puts
$187M
Net Calls
-$12M
Net Calls Change
+$3.43M
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
676
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K
VNA
677
Valley National Advisers
Pennsylvania
$25K -$18.6K -1,090 -45%
1W
678
1776 Wealth
Georgia
$24K -$20K -1,170 -48%
CAL
679
Capital Analysts LLC
Pennsylvania
$24K
PFGIA
680
Patriot Financial Group Insurance Agency
Massachusetts
$24K
CI
681
CX Institutional
Indiana
$24K +$5.47K +320 +35%
BL
682
Balentine LLC
Georgia
$23K +$4.62K +270 +30%
KPW
683
Kore Private Wealth
New York
$19K -$18.5K -1,080 -52%
PB
684
Pinnacle Bancorp
Nebraska
$19K
PG
685
Proffitt & Goodson
Tennessee
$19K
SCA
686
Stonebridge Capital Advisors
Minnesota
$19K
JCM
687
Jacobi Capital Management
Pennsylvania
$19K +$8.04K +470 +94%
FCA
688
FinTrust Capital Advisors
South Carolina
$18K
SLF
689
Sun Life Financial
Ontario, Canada
$18K
LWM
690
Liberty Wealth Management
California
$18K +$684 +40 +5%
CCA
691
Column Capital Advisors
Indiana
$18K +$3.76K +220 +30%
EWP
692
Engrave Wealth Partners
Texas
$17K
First Manhattan
693
First Manhattan
New York
$17K +$1.37K +80 +10%
CCM
694
Cribstone Capital Management
Maine
$16K -$12K -700 -47%
EFSCE
695
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$1.71K +100 +14%
BFEC
696
Benjamin F. Edwards & Company
Missouri
$15K
PCG
697
Private Capital Group
Connecticut
$15K
FMII
698
Farmers & Merchants Investments Inc
Nebraska
$15K +$171 +10 +1%
TFA
699
Transamerica Financial Advisors
Florida
$15K +$11.3K +660 +943%
EW
700
Evoke Wealth
California
$14K -$1.2K -70 -9%

KLAC Hedge Fund Activity: Q2 2020 in Review

749 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q2 2020, worth a combined $27.5B — up 35% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new KLAC positions and 63 closed out — a net gain of 52 holders — while 230 added to existing stakes and 300 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $192M. The largest seller was Victory Capital Management, cutting an estimated $144M.

  • 749 institutional investors held KLA (KLAC) as of Q2 2020, up from 702 in Q1 2020.
  • Funds reported $27.5B of KLA stock for Q2 2020, up 35% quarter-over-quarter.
  • 115 funds opened new KLA positions in Q2 2020 and 63 closed out, a net change of +52 holders.
  • The largest KLA buyer in Q2 2020 was Wellington Management Group, an estimated $192M added.
  • The largest KLA seller in Q2 2020 was Victory Capital Management, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2020.