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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
BFEC
776
Benjamin F. Edwards & Company
Missouri
$159K +$120K +3,990 +481%
SBSB
777
Sullivan, Bruyette, Speros & Blaney
Virginia
$153K -$139K -4,600 -50%
CAL
778
Capital Analysts LLC
Pennsylvania
$152K +$101K +3,350 +272%
SIM
779
Sentry Investment Management
Wisconsin
$149K -$2.45M -81,450 -95%
TAIM
780
TD Ameritrade Investment Management
Nebraska
$140K
GWSG
781
GPS Wealth Strategies Group
Colorado
$138K +$126K +4,190 New
CB
782
Community Bank
New York
$135K
CC
783
Centiva Capital
New York
$134K +$122K +4,050 New
WOC
784
West Oak Capital
California
$132K
CBT
785
Central Bank & Trust
Kentucky
$132K +$5.12K +170 +4%
CMBA
786
C.M. Bidwell & Associates
Hawaii
$131K +$119K +3,950 New
BCA
787
Berman Capital Advisors
Georgia
$122K +$29.5K +980 +36%
EP
788
Eudaimonia Partners
Tennessee
$103K +$5.12K +170 +6%
Carson Wealth (CWM LLC)
789
Carson Wealth (CWM LLC)
Nebraska
$102K
KFS
790
Kelly Financial Services
Massachusetts
$100K
CB
791
CNB Bank
Pennsylvania
$100K -$6.63K -220 -7%
FF
792
FourThought Financial
Florida
$98K -$20.8K -690 -19%
CWP
793
Concord Wealth Partners
Virginia
$97K +$85.3K +2,830 +2,358%
WAP
794
Wealthcare Advisory Partners
Pennsylvania
$94K +$85.6K +2,840 New
FFA
795
Freedman Financial Associates
Massachusetts
$93K
SQA
796
Simon Quick Advisors
New Jersey
$91K +$301 +10 +0.4%
ACM
797
Allred Capital Management
Texas
$86.2K +$78.6K +2,610 New
VCM
798
Versant Capital Management
Arizona
$86K
DAC
799
Dividend Assets Capital
South Carolina
$83K
WPA
800
West Paces Advisors
Georgia
$80.3K +$7.53K +250 +11%

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.