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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
WCG
726
Weaver Consulting Group
California
$5K
JWM
727
Janiczek Wealth Management
Colorado
$5K +$4.79K +280 New
SWA
728
Sutton Wealth Advisors
Florida
$4.28K
TPWA
729
TRUE Private Wealth Advisors
Oregon
$4K
WLPWM
730
Walled Lake Planning & Wealth Management
Illinois
$4K
EWA
731
Evolution Wealth Advisors
Florida
$4K +$3.42K +200 New
FWM
732
Focused Wealth Management
New York
$4K +$3.76K +220 New
HR
733
Howe & Rusling
New York
$3K -$207K -12,100 -99%
BFC
734
Bedel Financial Consulting
Indiana
$3K -$342 -20 -12%
HI
735
Hudock Inc
Pennsylvania
$3K
WAMC
736
Western Asset Management Company
California
$3K +$2.56K +150 New
FP
737
Financial Perspectives
Minnesota
$2.57K
AIM
738
Anchor Investment Management
South Carolina
$2.33K
FCH
739
Freestone Capital Holdings
Washington
$2.28K -$1.43M -83,690 -42%
FANJ
740
Financial Architects (New Jersey)
New Jersey
$2K
PWMG
741
Prestige Wealth Management Group
New Jersey
$1K -$1.2K -70 -54%
EWM
742
Endurance Wealth Management
Rhode Island
$1K
GTAM
743
Global Trust Asset Management
Florida
$1K
MIFH
744
Migdal Insurance & Financial Holdings
Israel
$1K +$855 +50 New
MFT
745
Moisand Fitzgerald Tamayo
Florida
$1K +$855 +50 New
TFA
746
Toth Financial Advisory
Virginia
$1K +$1.03K +60 New
CWC
747
Carolinas Wealth Consulting
North Carolina
$1K +$1.2K +70 New
GEA
748
Glen Eagle Advisors
New Jersey
$389 -$171 -10 -33%
WIM
749
Westside Investment Management
California
$21
TP
750
Theleme Partners
United Kingdom
-$41.5M -2,885,000 Closed

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.