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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
SMA
926
Sage Mountain Advisors
Georgia
$266K +$262K +6,660 New
LA
927
Legacy Advisors
Pennsylvania
$265K +$1.97K +50 +0.8%
JCM
928
Janney Capital Management
Pennsylvania
$264K -$76.1K -1,930 -23%
WC
929
Wexford Capital
Florida
$264K +$260K +6,610 New
BTWM
930
Baker Tilly Wealth Management
Wisconsin
$263K +$260K +6,600 New
RC
931
Rovin Capital
Arizona
$263K -$18.5K -470 -7%
NFP
932
Narus Financial Partners
Utah
$263K
IFG
933
Independent Financial Group
California
$261K +$258K +6,550 New
DMBA
934
Deseret Mutual Benefit Administrators
Utah
$261K +$2.37K +60 +0.9%
SAM
935
SP Asset Management
California
$260K
ERWM
936
Elk River Wealth Management
Colorado
$259K
CI
937
CX Institutional
Indiana
$258K +$25.6K +650 +11%
BWG
938
Beta Wealth Group
California
$258K +$788 +20 +0.3%
SOS
939
Silver Oak Securities
Tennessee
$257K +$253K +6,410 New
EWA
940
EverSource Wealth Advisors
Alabama
$257K +$13K +330 +5%
OFS
941
OneAscent Financial Services
Alabama
$256K -$9.46K -240 -4%
STA
942
Summit Trail Advisors
New York
$256K +$253K +6,410 New
TCM
943
Teza Capital Management
Illinois
$254K +$251K +6,370 New
FFP
944
FourThought Financial Partners
Florida
$254K -$3.55K -90 -1%
FWCM
945
Ferguson Wellman Capital Management
Oregon
$251K +$394 +10 +0.2%
DWT
946
Dorsey & Whitney Trust
South Dakota
$251K -$394 -10 -0.2%
BC
947
Brookfield Corp
Ontario, Canada
$250K +$247K +6,260 New
MWA
948
Meridian Wealth Advisors
Texas
$249K
GI
949
GAMCO Investors
Connecticut
$249K +$246K +6,250 New
ACM
950
Acrisure Capital Management
Texas
$247K +$244K +6,200 New

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.