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434 hedge funds and large institutions have $12.3B invested in KLA in 2014 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 124 increasing their positions, 194 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more capital invested

Capital invested by funds: $11.2B → $12.3B (+$1.11B)

7% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 44

2% less funds holding

Funds holding: 442434 (-8)

23% less call options, than puts

Call options by funds: $101M | Put options by funds: $132M

36% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 194

Holders
434
Holders Change
-8
Holders Change %
-1.81%
% of All Funds
12.59%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
41
Increased
124
Reduced
194
Closed
44
Calls
$101M
Puts
$132M
Net Calls
-$30.9M
Net Calls Change
-$62.7M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
51
American Century Companies
Missouri
$35.4M -$63.4M -8,395,860 -65%
Citigroup
52
Citigroup
New York
$31.4M +$14M +1,861,760 +88%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$31.4M +$309K +40,910 +1%
OA
54
Oak Associates
Ohio
$31.3M -$2.48M -328,920 -8%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$30.9M -$11.2K -1,480 -0%
Charles Schwab
56
Charles Schwab
California
$30.2M +$723K +95,860 +3%
USAA
57
United Services Automobile Association
Texas
$29.8M -$12.7M -1,684,340 -31%
OCMI
58
Oaktop Capital Management II
New Jersey
$28.4M
AllianceBernstein
59
AllianceBernstein
Tennessee
$27.8M +$57K +7,550 +0.2%
BlackRock
60
BlackRock
New York
$26.9M +$6.19K +820 +0%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$26.8M +$1.44M +191,000 +6%
BIM
62
BlackRock Investment Management
Delaware
$25.8M -$9.72M -1,288,220 -28%
Lord, Abbett & Co
63
Lord, Abbett & Co
New Jersey
$25.7M +$24.6M +3,256,000 New
First Trust Advisors
64
First Trust Advisors
Illinois
$24.9M +$1.49M +197,310 +7%
SB
65
Suntrust Banks
Georgia
$24.8M -$6.39M -846,800 -21%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$24.2M +$316K +41,840 +1%
Mitsubishi UFJ Trust & Banking
67
Mitsubishi UFJ Trust & Banking
Japan
$24.1M -$2.08M -275,800 -8%
Wells Fargo
68
Wells Fargo
California
$23.7M -$8.67M -1,148,980 -28%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$23.5M -$132K -17,430 -0.6%
ALA
70
Atherton Lane Advisers
California
$22.8M -$137K -18,110 -0.6%
State of Tennessee, Department of Treasury
71
State of Tennessee, Department of Treasury
Tennessee
$20.5M -$13.2M -1,751,000 -40%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$19.7M -$3.87M -512,960 -17%
APG Asset Management
73
APG Asset Management
Netherlands
$19M +$2.73M +361,780 +18%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$18.6M -$513K -67,920 -3%
U
75
UBS
Switzerland
$18.5M -$1.54M -203,630 -8%

KLAC Hedge Fund Activity: Q3 2014 in Review

434 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2014, worth a combined $12.3B — up 9.9% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of KLAC and 41 opened new positions — a net loss of 3 holders — while 194 trimmed existing stakes and 124 added.

The largest buyer was Capital World Investors, adding an estimated $1.12B. The largest seller was JP Morgan Chase, cutting an estimated $253M.

  • 434 institutional investors held KLA (KLAC) as of Q3 2014, down from 442 in Q2 2014.
  • Funds reported $12.3B of KLA stock for Q3 2014, up 9.9% quarter-over-quarter.
  • 41 funds opened new KLA positions in Q3 2014 and 44 closed out, a net change of -3 holders.
  • The largest KLA buyer in Q3 2014 was Capital World Investors, an estimated $1.12B added.
  • The largest KLA seller in Q3 2014 was JP Morgan Chase, an estimated $253M sold.

Based on aggregated 13F filings for Q3 2014.