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638 hedge funds and large institutions have $12.1B invested in KLA in 2018 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 191 increasing their positions, 257 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

92% more call options, than puts

Call options by funds: $67M | Put options by funds: $34.9M

21% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 86

2% more funds holding

Funds holding: 624638 (+14)

0.46% more ownership

Funds ownership: 916.09%916.55% (+0.46%)

17% less capital invested

Capital invested by funds: $14.5B → $12.1B (-$2.43B)

26% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 257

Holders
638
Holders Change
+14
Holders Change %
+2.24%
% of All Funds
14.22%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.2%
New
104
Increased
191
Reduced
257
Closed
86
Calls
$67M
Puts
$34.9M
Net Calls
+$32.1M
Net Calls Change
+$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
701
Webster Bank
Connecticut
-$23K -2,240 Closed
CLOS
702
Compagnie Lombard Odier SCmA
Switzerland
-$23K -2,220 Closed
APP
703
Avantax Planning Partners
Iowa
-$22K -2,200 Closed
PHK
704
Point72 Hong Kong
Hong Kong
-$19K -1,910 Closed
TPWA
705
TRUE Private Wealth Advisors
Oregon
-$16.5K -1,620 Closed
ARMC
706
American Research & Management Company
Massachusetts
-$15K -1,500 Closed
FHA
707
Flagship Harbor Advisors
Massachusetts
-$13.9K -1,490 Closed
VEA
708
Virtus ETF Advisers
New York
-$15K -1,490 Closed
AF
709
Advisornet Financial
Minnesota
-$11K -1,040 Closed
RA
710
Rational Advisors
New York
-$9K -840 Closed
TC
711
Trust Company
Kansas
-$8K -800 Closed
MWPCG
712
Measured Wealth Private Client Group
New Hampshire
-$6K -590 Closed
SPIA
713
Steward Partners Investment Advisory
New York
-$6K -580 Closed
TFS
714
TrustCore Financial Services
Tennessee
-$6K -550 Closed
BCM
715
Brasada Capital Management
Texas
-$4K -390 Closed
ACM
716
Advent Capital Management
New York
-$3K -270 Closed
CAG
717
Csenge Advisory Group
Florida
-$2K -240 Closed
LWA
718
Lenox Wealth Advisors
New York
-$2K -200 Closed
TC
719
Trilogy Capital
California
-$2K -170 Closed
SCM
720
Southport Capital Management
Tennessee
-$1K -140 Closed
AC
721
Avestar Capital
New York
-$652 -70 -33%

KLAC Hedge Fund Activity: Q4 2018 in Review

638 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2018, worth a combined $12.1B — down 17% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new KLAC positions and 86 closed out — a net gain of 18 holders — while 191 added to existing stakes and 257 trimmed.

The largest buyer was American International Group, adding an estimated $393M. The largest seller was T. Rowe Price Associates, cutting an estimated $719M.

  • 638 institutional investors held KLA (KLAC) as of Q4 2018, up from 624 in Q3 2018.
  • Funds reported $12.1B of KLA stock for Q4 2018, down 17% quarter-over-quarter.
  • 104 funds opened new KLA positions in Q4 2018 and 86 closed out, a net change of +18 holders.
  • The largest KLA buyer in Q4 2018 was American International Group, an estimated $393M added.
  • The largest KLA seller in Q4 2018 was T. Rowe Price Associates, an estimated $719M sold.

Based on aggregated 13F filings for Q4 2018.