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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
VWM
951
Valley Wealth Managers
New Jersey
$246K -$6.7K -170 -3%
LFA
952
Legacy Financial Advisors
Kentucky
$246K -$16.6K -420 -6%
VFA
953
Valeo Financial Advisors
Indiana
$246K -$6.31K -160 -3%
VFA
954
Values First Advisors
Tennessee
$245K -$43.7K -1,110 -15%
FP
955
Foundry Partners
Minnesota
$244K -$3.15K -80 -1%
NAM
956
NorthCrest Asset Manangement
Minnesota
$241K
WWM
957
Wolff Wiese Magana
California
$240K -$1.97K -50 -0.8%
TIA
958
Traphagen Investment Advisors
New Jersey
$240K +$10.6K +270 +5%
WAS
959
Winch Advisory Services
Wisconsin
$240K
CWA
960
CJM Wealth Advisers
Virginia
$240K
PVH
961
Psagot Value Holdings
Israel
$238K +$1.97K +50 +0.8%
AC
962
ASB Consultores
Florida
$237K +$234K +5,940 New
OWM
963
OneAscent Wealth Management
Alabama
$236K -$21.7K -550 -9%
NF
964
Nikulski Financial
Iowa
$230K
SIA
965
Sit Investment Associates
Minnesota
$230K
CG
966
Cutler Group
California
$229K -$1.15M -29,060 -83%
CL
967
Choreo LLC
Illinois
$228K +$225K +5,720 New
PTC
968
Private Trust Company
Ohio
$228K -$33.9K -860 -13%
PTC
969
Philadelphia Trust Company
Pennsylvania
$224K
CC
970
Courier Capital
New York
$224K
AIM
971
AHL Investment Management
Florida
$222K -$19.7K -500 -8%
GBT
972
Grove Bank & Trust
Florida
$222K -$72.1K -1,830 -25%
EH
973
Equitable Holdings
New York
$222K -$56K -1,420 -20%
MBT
974
Montecito Bank & Trust
California
$220K -$18.5K -470 -8%
SEC
975
Seven Eight Capital
New York
$220K +$217K +5,510 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.