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KLA
KLAC

948 hedge funds and large institutions have $42.8B invested in KLA in 2021 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 358 increasing their positions, 321 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 62

12% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 321

4% more funds holding

Funds holding: 910 → 948 (+38)

4% less capital invested

Capital invested by funds: $44.4B → $42.8B (-$1.59B)

11.16% less ownership

Funds ownership: 881.52% → 870.36% (-11%)

21% less call options, than puts

Call options by funds: $379M | Put options by funds: $478M

44% less funds holding in top 10

Funds holding in top 10: 27 → 15 (-12)

Holders
948
Holders Change
+38
Holders Change %
+4.18%
% of All Funds
16.5%
Holding in Top 10
15
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-44.44%
% of All Funds
0.26%
New
112
Increased
358
Reduced
321
Closed
62
Calls
$379M
Puts
$478M
Net Calls
-$98.9M
Net Calls Change
+$50.2M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$166M
2
Goldman Sachs
Goldman Sachs
New York
+$112M
3
CI
Clal Insurance
Israel
+$100M
4
Millennium Management
Millennium Management
New York
+$88.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$88M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$407M
2
BlackRock
BlackRock
New York
-$343M
3
Capital International Investors
Capital International Investors
California
-$223M
4
Franklin Resources
Franklin Resources
California
-$118M
5
RCMU
Rokos Capital Management (UK)
United Kingdom
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPWM
926
Lake Point Wealth Management
Texas
$5K +$4.81K +150 New
FP
927
Financial Perspectives
Minnesota
$4.34K -$1.41M -43,970 -100%
BCWM
928
Bartlett & Co Wealth Management
Ohio
$4.21K – – –
BC
929
Bartlett & Co
Ohio
$4K – – –
CWC
930
Carolinas Wealth Consulting
North Carolina
$4K – – –
LF
931
Lee Financial
Texas
$4K +$3.52K +110 New
PWS
932
Paragon Wealth Strategies
Florida
$4K +$4.17K +130 New
PFGIA
933
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$1.28K -40 -31%
CWM
934
Cranbrook Wealth Management
Michigan
$3K – – –
PWA
935
Phoenix Wealth Advisors
North Carolina
$3K – – –
SFO
936
Standard Family Office
South Dakota
$3K – – –
EBA
937
Eagle Bay Advisors
New York
$3K +$2.88K +90 New
PWP
938
Personal Wealth Partners
Minnesota
$3K +$2.88K +90 New
GTAM
939
Global Trust Asset Management
Florida
$2K – – –
HFA
940
Hoover Financial Advisors
Pennsylvania
$2K – – –
HR
941
Howe & Rusling
New York
$2K – – –
MFT
942
Moisand Fitzgerald Tamayo
Florida
$2K – – –
SIS
943
Sound Income Strategies
Florida
$2K – – –
TFA
944
Toth Financial Advisory
Virginia
$2K – – –
PI
945
PEAK6 Investments
Illinois
$2K +$1.6K +50 New
SWA
946
SOA Wealth Advisors
New York
$2K +$2.24K +70 +350%
MF
947
Magnetar Financial
Illinois
$1.31K +$1.29M +40,310 New
AWM
948
Avior Wealth Management
Nebraska
$1K – – –
GFPC
949
Global Financial Private Client
Florida
$935 – – –
WIM
950
Westside Investment Management
California
$36 – – –
36 37
38
39 40

KLAC Hedge Fund Activity: Q2 2021 in Review

948 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q2 2021, worth a combined $42.8B — down 3.6% from $44.4B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new KLAC positions and 62 closed out — a net gain of 50 holders — while 358 added to existing stakes and 321 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $166M. The largest seller was Wellington Management Group, cutting an estimated $407M.

  • 948 institutional investors held KLA (KLAC) as of Q2 2021, up from 910 in Q1 2021.
  • Funds reported $42.8B of KLA stock for Q2 2021, down 3.6% quarter-over-quarter.
  • 112 funds opened new KLA positions in Q2 2021 and 62 closed out, a net change of +50 holders.
  • The largest KLA buyer in Q2 2021 was T. Rowe Price Associates, an estimated $166M added.
  • The largest KLA seller in Q2 2021 was Wellington Management Group, an estimated $407M sold.

Based on aggregated 13F filings for Q2 2021.