KLA
KLAC
1,465 hedge funds and large institutions have $82.2B invested in KLA in 2024 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 484 increasing their positions, 585 reducing their positions, and 102 closing their positions.
85% more first-time investments, than exits
New positions opened: 189 | Existing positions closed: 102
19% more capital invested
Capital invested by funds: $69.1B → $82.2B (+$13.1B)
16% more funds holding in top 10
Funds holding in top 10: 44 → 51 (+7)
5% more funds holding
Funds holding: 1,397 → 1,465 (+68)
2.81% less ownership
Funds ownership: 874.42% → 871.61% (-2.8%)
15% less call options, than puts
Call options by funds: $952M | Put options by funds: $1.12B
17% less repeat investments, than reductions
Existing positions increased: 484 | Existing positions reduced: 585
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
+$577M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$375M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$256M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$175M |
| 5 |
VanEck Associates
New York
|
+$136M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$506M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$367M |
| 3 |
Swedbank
Stockholm,
Sweden
|
-$243M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$201M |
| 5 |
Pictet Asset Management
Carouge,
Switzerland
|
-$200M |
KLAC Hedge Fund Activity: Q1 2024 in Review
1,465 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2024, worth a combined $82.2B — up 19% from $69.1B a quarter earlier.
Buyers outnumbered sellers: 189 funds opened new KLAC positions and 102 closed out — a net gain of 87 holders — while 484 added to existing stakes and 585 trimmed.
The largest buyer was Dakota Wealth Management, opening a new position worth an estimated $577M. The largest seller was Morgan Stanley, cutting an estimated $506M.
- 1,465 institutional investors held KLA (KLAC) as of Q1 2024, up from 1,397 in Q4 2023.
- Funds reported $82.2B of KLA stock for Q1 2024, up 19% quarter-over-quarter.
- 189 funds opened new KLA positions in Q1 2024 and 102 closed out, a net change of +87 holders.
- The largest KLA buyer in Q1 2024 was Dakota Wealth Management, an estimated $577M added.
- The largest KLA seller in Q1 2024 was Morgan Stanley, an estimated $506M sold.
Based on aggregated 13F filings for Q1 2024.