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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
WP
1101
WealthPLAN Partners
Nebraska
$13.2K +$13K +330 New
QC
1102
Quent Capital
New York
$12.8K
WB
1103
Webster Bank
Connecticut
$12K
CT
1104
Cambridge Trust
Massachusetts
$11.2K
CB
1105
CNB Bank
Pennsylvania
$11.2K
CCMI
1106
Creative Capital Management Investments
California
$10.8K +$10.2K +260 +2,600%
SC
1107
Schubert & Co
Texas
$9.98K +$2.76K +70 +39%
HIA
1108
Harbor Investment Advisory
Maryland
$9.98K
SWA
1109
Sutton Wealth Advisors
Florida
$9.98K
Commonwealth Equity Services
1110
Commonwealth Equity Services
Massachusetts
$9.92K -$323K -8,190 -3%
CWM
1111
Cedar Wealth Management
California
$8.78K
FWM
1112
Focused Wealth Management
New York
$8.78K
CB
1113
Community Bank
New York
$8.78K
IRC
1114
Investors Research Corp
Georgia
$8.38K -$788 -20 -9%
AWM
1115
Abound Wealth Management
Tennessee
$7.99K +$3.94K +100 +100%
CT
1116
Clearstead Trust
Maine
$7.98K -$114K -2,880 -94%
HPC
1117
HM Payson & Co
Maine
$7.58K -$788 -20 -10%
SIS
1118
Sound Income Strategies
Florida
$7.18K +$394 +10 +6%
ME
1119
McIlrath & Eck
Washington
$6.39K
GEA
1120
Glen Eagle Advisors
New Jersey
$6K
TFA
1121
Toth Financial Advisory
Virginia
$5.99K +$3.55K +90 +150%
SSC
1122
Syverson Strege & Co
Iowa
$5.99K +$5.91K +150 New
FP
1123
Financial Perspectives
Minnesota
$5.46K
DI
1124
Disciplined Investments
Oklahoma
$5.19K
SIC
1125
SJS Investment Consulting
Ohio
$4.79K -$788 -20 -14%

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.