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KLA
KLAC

1,397 hedge funds and large institutions have $69.1B invested in KLA in 2023 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 456 increasing their positions, 522 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 229 | Existing positions closed: 91

29% more funds holding in top 10

Funds holding in top 10: 34 → 44 (+10)

26% more capital invested

Capital invested by funds: $55B → $69.1B (+$14.1B)

9% more funds holding

Funds holding: 1,276 → 1,397 (+121)

3.75% less ownership

Funds ownership: 878.17% → 874.42% (-3.7%)

12% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.24B

13% less repeat investments, than reductions

Existing positions increased: 456 | Existing positions reduced: 522

Holders
1,397
Holders Change
+121
Holders Change %
+9.48%
% of All Funds
20.37%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.64%
New
229
Increased
456
Reduced
522
Closed
91
Calls
$1.09B
Puts
$1.24B
Net Calls
-$148M
Net Calls Change
-$97.7M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$614M
2
BlackRock
BlackRock
New York
+$302M
3
Barclays
Barclays
United Kingdom
+$278M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$201M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$157M

Top Sellers

Rank Fund Capital Flow
1
CWM
C2C Wealth Management
Arizona
-$413M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$265M
3
Goldman Sachs
Goldman Sachs
New York
-$241M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$216M
5
Amundi
Amundi
France
-$147M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNB
1151
Farmers National Bank
Kentucky
$230K +$206K +3,950 New
QWP
1152
Quotient Wealth Partners
Texas
$230K +$206K +3,950 New
DFG
1153
Delta Financial Group
New Jersey
$229K +$205K +3,940 New
PCS
1154
Personal CFO Solutions
New Jersey
$228K +$204K +3,920 New
BFM
1155
Boothbay Fund Management
New York
$228K -$147K -2,830 -42%
IAIM
1156
International Assets Investment Management
Florida
$227K +$204K +3,910 New
NG
1157
Norden Group
Utah
$227K +$204K +3,910 New
BFC
1158
Blue Fin Capital
Rhode Island
$227K +$203K +3,900 New
PIM
1159
Paradice Investment Management
Colorado
$227K +$203K +3,900 New
SAM
1160
Strategy Asset Managers
California
$227K +$203K +3,900 New
AP
1161
Adero Partners
California
$226K +$202K +3,890 New
BFG
1162
Beacon Financial Group
Texas
$225K +$201K +3,870 New
SWP
1163
Strategic Wealth Partners
Ohio
$225K +$201K +3,870 New
WOC
1164
West Oak Capital
California
$224K – – –
LCWP
1165
Legacy Capital Wealth Partners
Arkansas
$223K +$200K +3,840 New
CFSG
1166
Clark Financial Services Group
Missouri
$223K +$199K +3,830 New
FCG
1167
Fielder Capital Group
Tennessee
$223K +$199K +3,830 New
MPWT
1168
MassMutual Private Wealth & Trust
Connecticut
$223K -$7.29K -140 -4%
FCCM
1169
First City Capital Management
Georgia
$222K +$199K +3,820 New
WPW
1170
Waldron Private Wealth
Pennsylvania
$222K +$199K +3,820 New
AIM
1171
Alhambra Investment Management
Florida
$220K +$197K +3,780 New
RDWM
1172
Red Door Wealth Management
Tennessee
$219K +$196K +3,770 New
UCB
1173
United Community Bank
South Carolina
$218K +$2.6K +50 +1%
BCM
1174
Brookstone Capital Management
Illinois
$218K +$195K +3,750 New
KA
1175
KLCM Advisors
Wisconsin
$218K +$195K +3,750 New
45 46
47
48 49

KLAC Hedge Fund Activity: Q4 2023 in Review

1,397 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2023, worth a combined $69.1B — up 26% from $55B a quarter earlier.

Buyers outnumbered sellers: 229 funds opened new KLAC positions and 91 closed out — a net gain of 138 holders — while 456 added to existing stakes and 522 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $614M. The largest seller was C2C Wealth Management, exiting entirely with an estimated $413M sold.

  • 1,397 institutional investors held KLA (KLAC) as of Q4 2023, up from 1,276 in Q3 2023.
  • Funds reported $69.1B of KLA stock for Q4 2023, up 26% quarter-over-quarter.
  • 229 funds opened new KLA positions in Q4 2023 and 91 closed out, a net change of +138 holders.
  • The largest KLA buyer in Q4 2023 was Morgan Stanley, an estimated $614M added.
  • The largest KLA seller in Q4 2023 was C2C Wealth Management, an estimated $413M sold.

Based on aggregated 13F filings for Q4 2023.