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910 hedge funds and large institutions have $44.4B invested in KLA in 2021 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 315 increasing their positions, 332 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more funds holding in top 10

Funds holding in top 10: 1127 (+16)

92% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 73

25% more capital invested

Capital invested by funds: $35.6B → $44.4B (+$8.8B)

7% more funds holding

Funds holding: 848910 (+62)

5% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 332

1.26% less ownership

Funds ownership: 882.78%881.52% (-1.3%)

37% less call options, than puts

Call options by funds: $258M | Put options by funds: $407M

Holders
910
Holders Change
+62
Holders Change %
+7.31%
% of All Funds
15.98%
Holding in Top 10
27
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+145.45%
% of All Funds
0.47%
New
140
Increased
315
Reduced
332
Closed
73
Calls
$258M
Puts
$407M
Net Calls
-$149M
Net Calls Change
-$82M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
951
Kathmere Capital Management
Pennsylvania
-$148K -5,720 Closed
PWPS
952
Pinnacle Wealth Planning Services
Ohio
-$106K -4,070 Closed
NIM
953
NuWave Investment Management
New Jersey
-$93K -3,610 Closed
O
954
Ossiam
France
-$86K -3,340 Closed
TLFA
955
True Link Financial Advisors
California
-$84K -3,230 Closed
VCG
956
Vantage Consulting Group
Virginia
-$81K -3,110 Closed
1IA
957
1834 Investment Advisors
Wisconsin
-$78K -3,000 Closed
IA
958
Inspire Advisors
Idaho
-$73K -2,830 Closed
PFO
959
Pathstone Family Office
New Jersey
-$62K -2,380 Closed
KC
960
Kinloch Capital
Virginia
-$60K -2,330 Closed
RPWA
961
Regent Peak Wealth Advisors
Georgia
-$47K -1,830 Closed
CAAS
962
Capital Asset Advisory Services
Michigan
-$44K -1,710 Closed
ICP
963
Interchange Capital Partners
Pennsylvania
-$38K -1,500 Closed
BWM
964
Birchcreek Wealth Management
Ohio
-$34K -1,350 Closed
WOSD
965
WFA of San Diego
California
-$258 -1,000 Closed
CCA
966
Childress Capital Advisors
Texas
-$19K -740 Closed
FWM
967
FSA Wealth Management
Massachusetts
-$14K -550 Closed
LWA
968
Lenox Wealth Advisors
New York
-$12K -460 Closed
AA
969
Ancora Advisors
Ohio
-$10K -400 Closed
OIA
970
Optimum Investment Advisors
Illinois
-$9K -350 Closed
DWM
971
Defined Wealth Management
Oregon
-$7K -270 Closed
TPWA
972
TRUE Private Wealth Advisors
Oregon
-$5K -230 Closed
NG
973
NWK Group
California
-$2K -80 Closed
IWP
974
IAG Wealth Partners
Wisconsin
-$2K -70 Closed
MCM
975
Manchester Capital Management
Vermont
-$2K -70 Closed

KLAC Hedge Fund Activity: Q1 2021 in Review

910 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2021, worth a combined $44.4B — up 25% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new KLAC positions and 73 closed out — a net gain of 67 holders — while 315 added to existing stakes and 332 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $262M. The largest seller was Vanguard Group, cutting an estimated $902M.

  • 910 institutional investors held KLA (KLAC) as of Q1 2021, up from 848 in Q4 2020.
  • Funds reported $44.4B of KLA stock for Q1 2021, up 25% quarter-over-quarter.
  • 140 funds opened new KLA positions in Q1 2021 and 73 closed out, a net change of +67 holders.
  • The largest KLA buyer in Q1 2021 was Capital Research Global Investors, an estimated $262M added.
  • The largest KLA seller in Q1 2021 was Vanguard Group, an estimated $902M sold.

Based on aggregated 13F filings for Q1 2021.