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1,162 hedge funds and large institutions have $48.1B invested in KLA in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 423 increasing their positions, 442 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 83

26.92% more ownership

Funds ownership: 869.85%896.76% (+27%)

10% more call options, than puts

Call options by funds: $548M | Put options by funds: $497M

3% more funds holding

Funds holding: 1,1291,162 (+33)

4% more capital invested

Capital invested by funds: $46.3B → $48.1B (+$1.81B)

4% less repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 442

29% less funds holding in top 10

Funds holding in top 10: 3525 (-10)

Holders
1,162
Holders Change
+33
Holders Change %
+2.92%
% of All Funds
18.52%
Holding in Top 10
25
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-28.57%
% of All Funds
0.4%
New
137
Increased
423
Reduced
442
Closed
83
Calls
$548M
Puts
$497M
Net Calls
+$51.6M
Net Calls Change
+$72.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
801
Columbus Macro
Pennsylvania
$462K +$161K +4,080 +54%
CFG
802
Cooper Financial Group
California
$462K +$73.7K +1,870 +19%
AIM
803
Aigen Investment Management
New York
$461K +$456K +11,560 New
SWA
804
SFMG Wealth Advisors
Texas
$461K +$18.9K +480 +4%
KIC
805
Keating Investment Counselors
Florida
$459K -$106K -2,700 -19%
GCM
806
Gallacher Capital Management
Colorado
$459K -$65.4K -1,660 -13%
SIA
807
Schechter Investment Advisors
Michigan
$457K -$3.15K -80 -0.7%
Point72 Asset Management
808
Point72 Asset Management
Connecticut
$457K +$451K +11,440 New
MYIA
809
Mount Yale Investment Advisors
Colorado
$452K +$446K +11,320 New
FCP
810
Fidelis Capital Partners
Florida
$451K +$461K +11,700 New
CB
811
Cadence Bank
Mississippi
$451K -$5.12K -130 -1%
ACM
812
Ategra Capital Management
Virginia
$447K
JFGIW
813
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$447K -$42.2K -1,070 -9%
BL
814
Balentine LLC
Georgia
$446K -$119K -3,030 -21%
GWS
815
Glassman Wealth Services
Virginia
$445K +$3.55K +90 +0.8%
SVWAG
816
Sound View Wealth Advisors Group
Georgia
$441K -$11K -280 -2%
LOAMS
817
Lombard Odier Asset Management (Switzerland)
Switzerland
$437K +$44.5K +1,130 +12%
FM
818
Foster & Motley
Ohio
$437K -$41.8K -1,060 -9%
DA
819
Duality Advisers
Florida
$435K +$430K +10,910 New
AI
820
AdvisorShares Investments
Maryland
$434K
WAG
821
Winthrop Advisory Group
Massachusetts
$431K +$2.37K +60 +0.6%
ICP
822
Interchange Capital Partners
Pennsylvania
$431K +$126K +3,190 +41%
HIM
823
Hillsdale Investment Management
Ontario, Canada
$429K -$124K -3,150 -23%
EVM
824
Evelyn V. Moreno
$426K -$592K -15,010 -58%
FSA
825
Fort Sheridan Advisors
Illinois
$424K +$10.2K +260 +3%

KLAC Hedge Fund Activity: Q1 2023 in Review

1,162 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2023, worth a combined $48.1B — up 3.9% from $46.3B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new KLAC positions and 83 closed out — a net gain of 54 holders — while 423 added to existing stakes and 442 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.42B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.08B.

  • 1,162 institutional investors held KLA (KLAC) as of Q1 2023, up from 1,129 in Q4 2022.
  • Funds reported $48.1B of KLA stock for Q1 2023, up 3.9% quarter-over-quarter.
  • 137 funds opened new KLA positions in Q1 2023 and 83 closed out, a net change of +54 holders.
  • The largest KLA buyer in Q1 2023 was Envestnet Asset Management, an estimated $1.42B added.
  • The largest KLA seller in Q1 2023 was T. Rowe Price Associates, an estimated $1.08B sold.

Based on aggregated 13F filings for Q1 2023.