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1,089 hedge funds and large institutions have $47.6B invested in KLA in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 437 increasing their positions, 376 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 437 | Existing positions reduced: 376

3% less funds holding

Funds holding: 1,1181,089 (-29)

3.86% less ownership

Funds ownership: 874.4%870.54% (-3.9%)

12% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 122

13% less call options, than puts

Call options by funds: $331M | Put options by funds: $380M

15% less capital invested

Capital invested by funds: $55.9B → $47.6B (-$8.37B)

32% less funds holding in top 10

Funds holding in top 10: 4128 (-13)

Holders
1,089
Holders Change
-29
Holders Change %
-2.59%
% of All Funds
17.18%
Holding in Top 10
28
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-31.71%
% of All Funds
0.44%
New
107
Increased
437
Reduced
376
Closed
122
Calls
$331M
Puts
$380M
Net Calls
-$48.7M
Net Calls Change
+$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FL
801
Fort LP
Maryland
$354K -$66.9K -1,790 -16%
VA
802
Valmark Advisers
Ohio
$353K +$114K +3,040 +46%
EA
803
Emerald Advisers
Pennsylvania
$353K +$360K +9,630 New
IAIM
804
International Assets Investment Management
Florida
$351K +$4.11K +110 +1%
BFPW
805
BOK Financial Private Wealth
Colorado
$350K +$52K +1,390 +17%
TSS
806
Two Sigma Securities
New York
$349K -$136K -3,630 -28%
M
807
MOTCO
Texas
$346K +$22.1K +590 +7%
BWM
808
BNC Wealth Management
Oregon
$346K +$148K +3,960 +72%
FSA
809
Fort Sheridan Advisors
Illinois
$345K
MGAM
810
McGowan Group Asset Management
Texas
$344K
VWM
811
Valley Wealth Managers
New Jersey
$344K +$26.2K +700 +8%
WA
812
WBH Advisory
Maryland
$341K +$56.1K +1,500 +17%
CFO
813
CVA Family Office
Colorado
$340K +$84.2K +2,250 +32%
SCM
814
Silvant Capital Management
Georgia
$338K
SFA
815
Sequoia Financial Advisors
Ohio
$338K +$85.6K +2,290 +33%
BWP
816
Baldwin Wealth Partners
Massachusetts
$335K +$93.5K +2,500 +38%
MIS
817
Morningstar Investment Services
Illinois
$334K +$72.6K +1,940 +28%
MWM
818
Mission Wealth Management
California
$334K +$160K +4,280 +89%
Holocene Advisors
819
Holocene Advisors
New York
$333K -$173M -4,632,250 -100%
KSCM
820
Key Square Capital Management
Connecticut
$329K +$337K +9,000 New
MCA
821
MSH Capital Advisors
Arizona
$326K +$45.6K +1,220 +16%
BCP
822
Blue Chip Partners
Michigan
$325K +$4.11K +110 +1%
VT
823
Vise Technologies
New York
$324K -$37K -990 -10%
OWM
824
OneAscent Wealth Management
Alabama
$322K +$329K +8,800 New
DSC
825
Duncker Streett & Co
Missouri
$321K

KLAC Hedge Fund Activity: Q1 2022 in Review

1,089 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2022, worth a combined $47.6B — down 15% from $55.9B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of KLAC and 107 opened new positions — a net loss of 15 holders — while 376 trimmed existing stakes and 437 added.

The largest buyer was First Trust Advisors, adding an estimated $194M. The largest seller was T. Rowe Price Associates, cutting an estimated $256M.

  • 1,089 institutional investors held KLA (KLAC) as of Q1 2022, down from 1,118 in Q4 2021.
  • Funds reported $47.6B of KLA stock for Q1 2022, down 15% quarter-over-quarter.
  • 107 funds opened new KLA positions in Q1 2022 and 122 closed out, a net change of -15 holders.
  • The largest KLA buyer in Q1 2022 was First Trust Advisors, an estimated $194M added.
  • The largest KLA seller in Q1 2022 was T. Rowe Price Associates, an estimated $256M sold.

Based on aggregated 13F filings for Q1 2022.