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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 %
FFA
1376
First Foundation Advisors
California
$70.9K -$28K -34 -28%
PCA
1377
Providence Capital Advisors
North Carolina
$70.1K – – –
JWM
1378
Janiczek Wealth Management
Colorado
$68.4K +$7.42K +9 +12%
AAG
1379
Armstrong Advisory Group
Massachusetts
$67.7K +$67.7K +82 New
SOS
1380
Silver Oak Securities
Tennessee
$67.6K -$42.1K -51 -38%
CB
1381
CNB Bank
Pennsylvania
$67.6K – – –
LI
1382
LRI Investments
Florida
$67.4K +$14K +17 +26%
RCM
1383
Raleigh Capital Management
North Carolina
$66.9K +$8.26K +10 +14%
AGWCA
1384
Annis Gardner Whiting Capital Advisors
Florida
$66K +$6.6K +8 +11%
OWA
1385
Opal Wealth Advisors
New York
$65.1K +$65.1K +79 New
FCT
1386
First Community Trust
Iowa
$65.1K +$65.1K +79 New
RA
1387
Rise Advisors
New York
$62.9K – – –
CAM
1388
Close Asset Management
United Kingdom
$62K +$62K +75 New
CB
1389
Centennial Bank
Arkansas
$61K -$3.3K -4 -5%
KFI
1390
Key Financial Inc
Pennsylvania
$59.4K – – –
HWA
1391
HHM Wealth Advisors
Tennessee
$59.4K +$59.4K +72 New
JGIA
1392
Jackson Grant Investment Advisers
Connecticut
$54.4K – – –
CA
1393
Centerpoint Advisors
Massachusetts
$54K – – –
BIA
1394
Bell Investment Advisors
California
$53.6K – – –
CFD
1395
Creative Financial Designs
Indiana
$53.6K +$31.3K +38 +141%
OW
1396
Olistico Wealth
Oklahoma
$53.4K +$53.4K +65 New
RFG
1397
RFP Financial Group
Georgia
$51.9K – – –
FFA
1398
Frazier Financial Advisors
Ohio
$51.1K +$5.77K +7 +13%
GCM
1399
Gables Capital Management
Florida
$50.3K – – –
DCP
1400
DSM Capital Partners
Florida
$50.3K – – –
54 55
56
57 58