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451 hedge funds and large institutions have $10.9B invested in KLA in 2014 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 161 increasing their positions, 175 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

24% more call options, than puts

Call options by funds: $91.8M | Put options by funds: $73.8M

18% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 38

11% more capital invested

Capital invested by funds: $9.75B → $10.9B (+$1.11B)

1% more funds holding

Funds holding: 447451 (+4)

8% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 175

Holders
451
Holders Change
+4
Holders Change %
+0.89%
% of All Funds
13.02%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.2%
New
45
Increased
161
Reduced
175
Closed
38
Calls
$91.8M
Puts
$73.8M
Net Calls
+$17.9M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HEIP
126
Hudson Edge Investment Partners
New Jersey
$7.85M -$51.8K -8,000 -0.7%
HJMC
127
Hellman Jordan Management Company
Massachusetts
$7.79M +$3.76M +580,690 +107%
NG
128
NatWest Group
United Kingdom
$7.75M -$447K -69,130 -6%
Massachusetts Financial Services
129
Massachusetts Financial Services
Massachusetts
$7.56M -$8.3M -1,283,700 -54%
RCM
130
Riverhead Capital Management
Delaware
$7.55M +$627K +96,850 +10%
CAM
131
ClariVest Asset Management
California
$7.44M +$194K +30,000 +3%
CCMG
132
Clark Capital Management Group
Pennsylvania
$7.32M +$3.14M +484,880 +84%
FCBT
133
First Citizens Bank & Trust
North Carolina
$6.95M -$25K -3,870 -0.4%
SONJCPFA
134
State of New Jersey Common Pension Fund A
New Jersey
$6.91M
AIG
135
American International Group
New York
$6.91M +$82.9K +12,810 +1%
Retirement Systems of Alabama
136
Retirement Systems of Alabama
Alabama
$6.91M +$73.6K +11,370 +1%
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$6.85M -$108K -16,710 -2%
Stifel Financial
138
Stifel Financial
Missouri
$6.82M +$6.38M +986,910 New
KCM
139
Kennedy Capital Management
Missouri
$6.73M +$47.9K +7,410 +0.8%
ProShare Advisors
140
ProShare Advisors
Maryland
$6.44M +$428K +66,130 +8%
UBWV
141
United Bank (West Virginia)
West Virginia
$6.29M -$20.2K -3,130 -0.3%
PAMU
142
Pictet Asset Management (UK)
United Kingdom
$6.18M -$32.3K -5,000 -0.6%
US Bancorp
143
US Bancorp
Minnesota
$6.07M -$280K -43,240 -5%
CA
144
Commerzbank Aktiengesellschaft
Germany
$5.99M +$686K +106,080 +14%
CCT
145
Country Club Trust
Missouri
$5.95M +$224K +34,590 +4%
TG
146
TCW Group
California
$5.72M +$22.6K +3,500 +0.4%
UB
147
UMB Bank
Missouri
$5.69M +$407K +62,900 +8%
BCIM
148
British Columbia Investment Management
British Columbia, Canada
$5.64M +$227K +35,070 +4%
BPBT
149
Boston Private Bank & Trust
Massachusetts
$5.54M -$109K -16,870 -2%
MAM
150
Mastrapasqua Asset Management
Tennessee
$5.54M -$78.5K -12,140 -1%

KLAC Hedge Fund Activity: Q1 2014 in Review

451 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2014, worth a combined $10.9B — up 11% from $9.75B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new KLAC positions and 38 closed out — a net gain of 7 holders — while 161 added to existing stakes and 175 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $423M. The largest seller was Fidelity Investments, cutting an estimated $143M.

  • 451 institutional investors held KLA (KLAC) as of Q1 2014, up from 447 in Q4 2013.
  • Funds reported $10.9B of KLA stock for Q1 2014, up 11% quarter-over-quarter.
  • 45 funds opened new KLA positions in Q1 2014 and 38 closed out, a net change of +7 holders.
  • The largest KLA buyer in Q1 2014 was JP Morgan Chase, an estimated $423M added.
  • The largest KLA seller in Q1 2014 was Fidelity Investments, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2014.