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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
FCA
901
FLC Capital Advisors
California
$298K +$15.8K +400 +6%
CW
902
CreativeOne Wealth
Kansas
$297K -$22.9K -580 -7%
CBFP
903
Cedar Brook Financial Partners
Ohio
$295K -$1.97K -50 -0.7%
ECM
904
Evergreen Capital Management
Washington
$293K -$2.76K -70 -0.9%
HT
905
Heritage Trust
Oklahoma
$291K -$15.4K -390 -5%
RFC
906
Regions Financial Corp
Alabama
$290K +$54K +1,370 +23%
SCM
907
SevenOneSeven Capital Management
Pennsylvania
$290K -$130K -3,300 -31%
SPC
908
Sigma Planning Corp
Michigan
$289K -$30K -760 -10%
FWP
909
FAS Wealth Partners
Kansas
$289K +$3.94K +100 +1%
BMA
910
Brooks Moore & Associates
Tennessee
$289K -$59.1K -1,500 -17%
FFM
911
Forum Financial Management
Illinois
$287K -$394 -10 -0.1%
AAS
912
Annex Advisory Services
Wisconsin
$284K -$394 -10 -0.1%
HNWA
913
Henrickson Nauta Wealth Advisors
Michigan
$282K
WA
914
WBH Advisory
Maryland
$280K +$276K +7,010 New
ACA
915
Affinity Capital Advisors
California
$279K
TIMH
916
Tilt Investment Management Holdings
New York
$277K +$37.8K +960 +15%
SWM
917
Shelton Wealth Management
Texas
$276K -$102K -2,590 -27%
FC
918
Forte Capital
New York
$275K -$15.4K -390 -5%
VT
919
Vise Technologies
New York
$275K +$272K +6,900 New
QCG
920
Quadrant Capital Group
Ohio
$273K -$2.76K -70 -1%
TF
921
Trek Financial
Arizona
$272K +$268K +6,810 New
TCOV
922
Trust Company of Vermont
Vermont
$271K +$41.4K +1,050 +18%
NFC
923
Northeast Financial Consultants
Connecticut
$271K -$110K -2,800 -29%
WCM
924
Whitener Capital Management
North Carolina
$269K -$78.8K -2,000 -23%
DSC
925
Duncker Streett & Co
Missouri
$266K +$17.3K +440 +7%

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.