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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 %
LWM
1101
LJI Wealth Management
Indiana
$411K – – –
KP
1102
Keel Point
Alabama
$411K +$59.5K +75 +17%
NIC
1103
Northwest Investment Counselors
Oregon
$410K – – –
PCM
1104
Prelude Capital Management
New York
$409K +$55.2K +67 +16%
VFA
1105
Values First Advisors
Tennessee
$409K -$61K -74 -13%
PA
1106
Probity Advisors
Texas
$408K -$22.3K -27 -5%
CA
1107
Commerzbank Aktiengesellschaft
Germany
$407K -$81.7K -99 -17%
BCM
1108
Brookstone Capital Management
Illinois
$406K +$40.7K +52 +11%
CBA
1109
Coastal Bridge Advisors
Connecticut
$403K +$2.47K +3 +0.6%
NF
1110
Nikulski Financial
Iowa
$403K – – –
FFA
1111
Florida Financial Advisors
Florida
$402K +$115K +139 +40%
C
1112
Covestor
United Kingdom
$402K +$315K +381 +363%
DIM
1113
Delta Investment Management
California
$397K +$56.8K +69 +17%
AIM
1114
AHL Investment Management
Florida
$397K – – –
MCM
1115
Monument Capital Management
Virginia
$396K -$3.3K -4 -0.8%
BHWM
1116
Bar Harbor Wealth Management
New Hampshire
$396K – – –
LCWP
1117
Legacy Capital Wealth Partners
Arkansas
$396K +$396K +480 New
AC
1118
Allstate Corporation
Illinois
$394K -$11.5K -14 -3%
MPWT
1119
MassMutual Private Wealth & Trust
Connecticut
$393K +$40.4K +49 +11%
SI
1120
Seeds Investor
New York
$392K +$26.4K +32 +7%
TA
1121
TruWealth Advisors
Louisiana
$391K -$9.9K -12 -2%
OPA
1122
Old Port Advisors
Maine
$391K +$23.1K +28 +6%
AIA
1123
Alera Investment Advisors
Illinois
$390K +$125K +152 +47%
Parallax Volatility Advisers
1124
Parallax Volatility Advisers
California
$390K -$23.1K -28 -6%
BO
1125
Bank OZK
Arkansas
$387K +$9.89K +12 +3%
43 44
45
46 47