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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 %
GSIAS
1301
Garden State Investment Advisory Services
New Jersey
$216K +$216K +261 New
QWM
1302
Quadcap Wealth Management
Texas
$215K +$215K +261 New
RIM
1303
Redwood Investment Management
Arizona
$214K +$214K +296 New
FAFN
1304
First Affirmative Financial Network
Colorado
$214K +$214K +259 New
BWM
1305
Brickley Wealth Management
California
$214K +$214K +259 New
WRPWM
1306
Werba Rubin Papier Wealth Management
California
$213K +$213K +258 New
PSP
1307
Principal Street Partners
Tennessee
$213K +$213K +258 New
AA
1308
AlphaMark Advisors
Kentucky
$211K -$165K -200 -44%
CAWM
1309
Capital Advisors Wealth Management
Washington
$211K +$211K +256 New
OWA
1310
Octavia Wealth Advisors
Ohio
$210K -$29.7K -36 -12%
CAL
1311
Capital Analysts LLC
Pennsylvania
$209K -$54.5K -66 -21%
EFS
1312
Essex Financial Services
Connecticut
$209K +$209K +277 New
LNB
1313
Ledyard National Bank
$209K +$209K +253 New
CA
1314
Cornerstone Advisory
Maryland
$209K +$209K +253 New
CP
1315
Camelot Portfolios
Ohio
$208K +$208K +253 New
CIP
1316
Convergence Investment Partners
Florida
$208K -$38.8K -47 -16%
BC
1317
Bridgefront Capital
Texas
$208K +$208K +252 New
MA
1318
MONECO Advisors
Connecticut
$207K -$76.8K -93 -27%
DAC
1319
Dividend Assets Capital
South Carolina
$206K +$206K +250 New
IP
1320
Investment Partners
Ohio
$206K +$206K +250 New
MIG
1321
McGuire Investment Group
Rhode Island
$206K +$206K +250 New
CPW
1322
Crestmont Private Wealth
Texas
$206K +$206K +250 New
MC
1323
Middleton & Co
Massachusetts
$206K +$206K +250 New
CCFM
1324
Clear Creek Financial Management
Washington
$206K +$206K +250 New
ACG
1325
Allen Capital Group
Nebraska
$205K +$205K +249 New
51 52
53
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