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530 hedge funds and large institutions have $15.2B invested in KLA in 2017 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 194 increasing their positions, 195 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $41.2M | Put options by funds: $23.7M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

17% more capital invested

Capital invested by funds: $13B → $15.2B (+$2.25B)

13.5% more ownership

Funds ownership: 901.2%914.7% (+13%)

1% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 195

2% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 53

1% less funds holding

Funds holding: 538530 (-8)

Holders
530
Holders Change
-8
Holders Change %
-1.49%
% of All Funds
13.21%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
52
Increased
194
Reduced
195
Closed
53
Calls
$41.2M
Puts
$23.7M
Net Calls
+$17.4M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KIC
151
Keating Investment Counselors
Florida
$6.72M -$76.4K -8,000 -1%
CWM
152
CIBC World Markets
New York
$6.69M -$4.17M -436,840 -41%
FL
153
Fort LP
Maryland
$6.67M +$4.52M +473,120 +303%
OAM
154
Oxford Asset Management
United Kingdom
$6.35M -$3.06M -320,580 -35%
Toronto Dominion Bank
155
Toronto Dominion Bank
Ontario, Canada
$6.31M +$610K +63,840 +12%
CG
156
Clinton Group
New York
$6.29M +$1.59M +166,270 +39%
State of Tennessee, Department of Treasury
157
State of Tennessee, Department of Treasury
Tennessee
$6.29M -$11.3M -1,181,060 -67%
DekaBank Deutsche Girozentrale
158
DekaBank Deutsche Girozentrale
Germany
$6.21M -$416K -43,600 -6%
Ohio Public Employees Retirement System (OPERS)
159
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.19M -$942K -98,630 -14%
OTPPB
160
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.12M +$10.3K +1,080 +0.2%
Lord, Abbett & Co
161
Lord, Abbett & Co
New Jersey
$6.08M -$9.47M -991,500 -63%
CG
162
Colony Group
Massachusetts
$5.89M -$79.8K -8,360 -1%
GIBU
163
Gulf International Bank (UK)
United Kingdom
$5.36M
LG
164
Leuthold Group
Minnesota
$5.32M -$49.6K -5,190 -1%
US Bancorp
165
US Bancorp
Minnesota
$5.13M -$3.06K -320 -0.1%
Grantham, Mayo, Van Otterloo & Co (GMO)
166
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.07M +$4.56M +478,000 New
SOMRS
167
State of Michigan Retirement System
Michigan
$5.04M -$372K -39,000 -8%
FCH
168
Freestone Capital Holdings
Washington
$5M +$302K +31,610 +7%
PG
169
Pendal Group
Australia
$4.98M +$1.45M +151,480 +47%
Caisse de Depot et Placement du Quebec (CDPQ)
170
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.89M +$85.9K +9,000 +2%
Mitsubishi UFJ Asset Management
171
Mitsubishi UFJ Asset Management
Japan
$4.87M +$2.23M +233,160 +103%
BWP
172
Baldwin Wealth Partners
Massachusetts
$4.81M +$4.33M +453,850 New
1832 Asset Management
173
1832 Asset Management
Ontario, Canada
$4.65M -$15.4M -1,608,980 -78%
Comerica Bank
174
Comerica Bank
Texas
$4.63M +$44.4K +4,650 +1%
TPSF
175
Texas Permanent School Fund
Texas
$4.61M -$55.5K -5,810 -1%

KLAC Hedge Fund Activity: Q3 2017 in Review

530 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q3 2017, worth a combined $15.2B — up 17% from $13B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of KLAC and 52 opened new positions — a net loss of 1 holder — while 195 trimmed existing stakes and 194 added.

The largest buyer was Wellington Management Group, adding an estimated $197M. The largest seller was Fidelity Investments, cutting an estimated $236M.

  • 530 institutional investors held KLA (KLAC) as of Q3 2017, down from 538 in Q2 2017.
  • Funds reported $15.2B of KLA stock for Q3 2017, up 17% quarter-over-quarter.
  • 52 funds opened new KLA positions in Q3 2017 and 53 closed out, a net change of -1 holder.
  • The largest KLA buyer in Q3 2017 was Wellington Management Group, an estimated $197M added.
  • The largest KLA seller in Q3 2017 was Fidelity Investments, an estimated $236M sold.

Based on aggregated 13F filings for Q3 2017.