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1,070 hedge funds and large institutions have $41B invested in KLA in 2022 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 434 increasing their positions, 386 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 386

0.26% more ownership

Funds ownership: 870.54%870.8% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

2% less call options, than puts

Call options by funds: $465M | Put options by funds: $473M

4% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 106

2% less funds holding

Funds holding: 1,0891,070 (-19)

14% less capital invested

Capital invested by funds: $47.6B → $41B (-$6.53B)

Holders
1,070
Holders Change
-19
Holders Change %
-1.74%
% of All Funds
18.03%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
102
Increased
434
Reduced
386
Closed
106
Calls
$465M
Puts
$473M
Net Calls
-$8.02M
Net Calls Change
+$40.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
826
CVA Family Office
Colorado
$287K -$10.1K -300 -3%
SPC
827
Sigma Planning Corp
Michigan
$286K -$55.5K -1,650 -16%
SG
828
Stonnington Group
California
$283K -$202K -6,000 -40%
WPC
829
Wedmont Private Capital
Pennsylvania
$282K +$101K +3,010 +52%
NW
830
NewEdge Wealth
Pennsylvania
$282K +$297K +8,840 New
MWM
831
Mission Wealth Management
California
$280K -$11.1K -330 -4%
DSC
832
Duncker Streett & Co
Missouri
$280K +$336 +10 +0.1%
EGM
833
Engineers Gate Manager
New York
$279K -$663K -19,710 -69%
BMA
834
Brooks Moore & Associates
Tennessee
$279K
VA
835
Valmark Advisers
Ohio
$278K -$31.6K -940 -10%
ACP
836
Ashfield Capital Partners
California
$278K
SC
837
Savant Capital
Illinois
$273K +$11.1K +330 +4%
TAIM
838
TD Ameritrade Investment Management
Nebraska
$271K -$53.5K -1,590 -16%
HSA
839
HBK Sorce Advisory
Pennsylvania
$269K +$13.8K +410 +5%
5L
840
55I LLC
Massachusetts
$268K +$282K +8,400 New
CMS
841
Capital Market Strategies
Florida
$266K -$1.34K -40 -0.5%
AAM
842
Auxier Asset Management
Oregon
$266K
CPWA
843
Cerro Pacific Wealth Advisors
California
$265K +$279K +8,300 New
Verition Fund Management
844
Verition Fund Management
Connecticut
$265K +$279K +8,300 New
MWM
845
Meridian Wealth Management
Kentucky
$264K
CFG
846
Cooper Financial Group
California
$262K -$341K -10,150 -55%
GC
847
Globeflex Capital
California
$262K
MYIA
848
Mount Yale Investment Advisors
Colorado
$261K +$21.5K +640 +8%
VFA
849
Values First Advisors
Tennessee
$261K +$36K +1,070 +15%
GTAM
850
Global Trust Asset Management
Florida
$259K +$47.1K +1,400 +21%

KLAC Hedge Fund Activity: Q2 2022 in Review

1,070 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q2 2022, worth a combined $41B — down 14% from $47.6B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of KLAC and 102 opened new positions — a net loss of 4 holders — while 386 trimmed existing stakes and 434 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $531M. The largest seller was Wellington Management Group, cutting an estimated $215M.

  • 1,070 institutional investors held KLA (KLAC) as of Q2 2022, down from 1,089 in Q1 2022.
  • Funds reported $41B of KLA stock for Q2 2022, down 14% quarter-over-quarter.
  • 102 funds opened new KLA positions in Q2 2022 and 106 closed out, a net change of -4 holders.
  • The largest KLA buyer in Q2 2022 was T. Rowe Price Associates, an estimated $531M added.
  • The largest KLA seller in Q2 2022 was Wellington Management Group, an estimated $215M sold.

Based on aggregated 13F filings for Q2 2022.