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KLA
KLAC

Overview Fund Activity

1,521 hedge funds and large institutions have $96.7B invested in KLA in 2024 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 549 increasing their positions, 579 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,521
Holders Change
+67
Holders Change %
+4.61%
% of All Funds
22.12%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.9%
New
174
Increased
549
Reduced
579
Closed
89
Calls
$923M
Puts
$995M
Net Calls
-$71.7M
Net Calls Change
+$100M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$453M
2
Goldman Sachs
Goldman Sachs
New York
+$317M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$280M
4
Norges Bank
Norges Bank
Norway
+$266M
5
UBS AM
UBS AM
Illinois
+$195M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$495M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$424M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$422M
4
Ameriprise
Ameriprise
Minnesota
-$250M
5
Morgan Stanley
Morgan Stanley
New York
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
GBT
1051
Grove Bank & Trust
Florida
$480K -$4.12K -5 -0.9%
JSW
1052
Journey Strategic Wealth
New Jersey
$479K +$101K +123 +27%
CFO
1053
Callan Family Office
Pennsylvania
$477K +$477K +579 New
RCAG
1054
Rehmann Capital Advisory Group
Michigan
$477K +$41.7K +51 +10%
FAIM
1055
Financial Advocates Investment Management
Washington
$474K -$106K -129 -18%
WCM
1056
Whitener Capital Management
North Carolina
$474K – – –
TWM
1057
Trueblood Wealth Management
Ohio
$472K – – –
AAP
1058
Arax Advisory Partners
Colorado
$472K +$34.7K +42 +8%
LA
1059
LVW Advisors
New York
$472K +$46.2K +56 +11%
UWS
1060
Unique Wealth Strategies
Illinois
$470K – – –
AFA
1061
AA Financial Advisors
Ohio
$467K +$12.4K +15 +3%
CFG
1062
Citizens Financial Group
Rhode Island
$467K +$172K +209 +59%
AM
1063
AGF Management
Ontario, Canada
$464K +$464K +563 New
PTC
1064
Philadelphia Trust Company
Pennsylvania
$462K – – –
ACM
1065
Aquatic Capital Management
Illinois
$462K +$462K +560 New
ABC
1066
Associated Banc-Corp
Wisconsin
$455K -$825 -1 -0.2%
TSW
1067
Three Seasons Wealth
Utah
$454K +$454K +551 New
GRP
1068
Global Retirement Partners
California
$454K +$95.6K +116 +27%
TCM
1069
Telos Capital Management
California
$453K – – –
DWM
1070
Drive Wealth Management
Utah
$453K +$14.8K +18 +3%
DOA
1071
D'Orazio & Associates
Virginia
$452K +$14.8K +18 +3%
HAS
1072
HBW Advisory Services
California
$452K +$11.5K +14 +3%
SEIA
1073
Signature Estate & Investment Advisors
California
$451K +$451K +547 New
MIM
1074
Morningstar Investment Management
Illinois
$451K – – –
JBA
1075
Johnson Bixby & Associates
Washington
$441K – – –
41 42
43
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