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910 hedge funds and large institutions have $44.4B invested in KLA in 2021 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 315 increasing their positions, 332 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more funds holding in top 10

Funds holding in top 10: 1127 (+16)

92% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 73

25% more capital invested

Capital invested by funds: $35.6B → $44.4B (+$8.8B)

7% more funds holding

Funds holding: 848910 (+62)

5% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 332

1.26% less ownership

Funds ownership: 882.78%881.52% (-1.3%)

37% less call options, than puts

Call options by funds: $258M | Put options by funds: $407M

Holders
910
Holders Change
+62
Holders Change %
+7.31%
% of All Funds
15.98%
Holding in Top 10
27
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+145.45%
% of All Funds
0.47%
New
140
Increased
315
Reduced
332
Closed
73
Calls
$258M
Puts
$407M
Net Calls
-$149M
Net Calls Change
-$82M
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
701
OneAscent Financial Services
Alabama
$285K +$260K +8,640 New
SPC
702
Sigma Planning Corp
Michigan
$284K +$6.63K +220 +3%
BDF
703
Balasa Dinverno & Foltz
$280K -$9.04K -300 -3%
TA
704
Tectonic Advisors
Texas
$279K -$13.3K -440 -5%
LJAC
705
L.J. Altfest & Co
New York
$277K +$1.21K +40 +0.5%
SW
706
SVB Wealth
Massachusetts
$277K +$252K +8,380 New
EWM
707
Evercore Wealth Management
New York
$275K -$2.71K -90 -1%
FNBOO
708
First National Bank of Omaha
Nebraska
$274K -$30.1K -1,000 -11%
MS
709
Maven Securities
Jersey
$274K +$253K +8,400 New
HAG
710
HighPoint Advisor Group
Illinois
$273K -$4.22K -140 -2%
BG
711
Bahl & Gaynor
Ohio
$273K +$249K +8,250 New
ETC
712
Exchange Traded Concepts
Oklahoma
$271K +$150K +4,970 +154%
IFG
713
Independent Financial Group
California
$270K -$671K -22,270 -73%
BAMF
714
BI Asset Management Fondsmaeglerselskab
Denmark
$270K
TCOT
715
Trust Company of Toledo
Ohio
$269K -$57.2K -1,900 -19%
GT
716
Glenview Trust
Kentucky
$269K +$245K +8,140 New
SI
717
Shaker Investments
Ohio
$268K
LA
718
Latitude Advisors
Florida
$266K +$242K +8,040 New
VBCG
719
Valley Brook Capital Group
Pennsylvania
$264K
Lido Advisors
720
Lido Advisors
California
$263K -$487K -16,170 -67%
LOAME
721
Lombard Odier Asset Management (Europe)
United Kingdom
$262K +$239K +7,940 New
MSR
722
Main Street Research
Connecticut
$259K
P
723
Pitcairn
Pennsylvania
$257K +$234K +7,780 New
1WA
724
180 Wealth Advisors
Washington
$254K +$247K +8,190 New
BJL
725
Brighton Jones LLC
Washington
$253K +$231K +7,650 New

KLAC Hedge Fund Activity: Q1 2021 in Review

910 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2021, worth a combined $44.4B — up 25% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new KLAC positions and 73 closed out — a net gain of 67 holders — while 315 added to existing stakes and 332 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $262M. The largest seller was Vanguard Group, cutting an estimated $902M.

  • 910 institutional investors held KLA (KLAC) as of Q1 2021, up from 848 in Q4 2020.
  • Funds reported $44.4B of KLA stock for Q1 2021, up 25% quarter-over-quarter.
  • 140 funds opened new KLA positions in Q1 2021 and 73 closed out, a net change of +67 holders.
  • The largest KLA buyer in Q1 2021 was Capital Research Global Investors, an estimated $262M added.
  • The largest KLA seller in Q1 2021 was Vanguard Group, an estimated $902M sold.

Based on aggregated 13F filings for Q1 2021.