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612 hedge funds and large institutions have $14.8B invested in KLA in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 218 increasing their positions, 235 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.95% more ownership

Funds ownership: 920.53%930.48% (+10%)

3% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 63

1% less funds holding

Funds holding: 617612 (-5)

7% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 235

5% less capital invested

Capital invested by funds: $15.6B → $14.8B (-$794M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

34% less call options, than puts

Call options by funds: $49.9M | Put options by funds: $75.6M

Holders
612
Holders Change
-5
Holders Change %
-0.81%
% of All Funds
14.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
65
Increased
218
Reduced
235
Closed
63
Calls
$49.9M
Puts
$75.6M
Net Calls
-$25.6M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GAAM
151
Guinness Atkinson Asset Management
California
$7.01M
TAM
152
Tyers Asset Management
Texas
$6.96M +$1.12M +103,320 +18%
ORI
153
Oak Ridge Investments
Illinois
$6.6M -$169K -15,510 -2%
AAF
154
Andra AP-fonden
Sweden
$6.5M -$631K -58,000 -8%
HNB
155
Huntington National Bank
Ohio
$6.46M -$1.04M -96,050 -13%
SIP
156
Stoneridge Investment Partners
Pennsylvania
$6.41M +$6.79M +624,900 New
PCM
157
Palouse Capital Management
Washington
$6.33M -$148K -13,580 -2%
BCM
158
Bridgeway Capital Management
Texas
$6.29M
WBC
159
Westpac Banking Corp
Australia
$6.24M -$602K -55,370 -8%
SBIA
160
Sheaff Brock Investment Advisors
Indiana
$6.23M +$707K +65,040 +12%
ASRS
161
Arizona State Retirement System
Arizona
$6.16M -$2.19M -201,760 -25%
Marshall Wace
162
Marshall Wace
United Kingdom
$6.15M +$6.52M +600,040 New
GAM
163
Guinness Asset Management
United Kingdom
$6.12M +$778K +71,600 +14%
Citigroup
164
Citigroup
New York
$5.97M -$4.48M -412,060 -41%
BWP
165
Baldwin Wealth Partners
Massachusetts
$5.95M +$188K +17,290 +3%
CG
166
Colony Group
Massachusetts
$5.79M -$42.9K -3,950 -0.7%
SCM
167
Shelton Capital Management
Colorado
$5.63M -$822K -75,580 -12%
Axa
168
Axa
France
$5.57M -$14K -1,290 -0.2%
NA
169
Neuburgh Advisers
California
$5.46M +$883K +81,180 +18%
Jacobs Levy Equity Management
170
Jacobs Levy Equity Management
New Jersey
$5.43M +$1.43M +131,200 +33%
KIC
171
Keating Investment Counselors
Florida
$5.32M -$308K -28,350 -5%
MPM
172
Meritage Portfolio Management
Kansas
$5.32M -$208K -19,170 -4%
State of Tennessee, Department of Treasury
173
State of Tennessee, Department of Treasury
Tennessee
$5.26M -$3.1M -285,580 -36%
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$5.16M +$1.41M +129,530 +35%
HighTower Advisors
175
HighTower Advisors
Illinois
$5.13M +$2.4M +220,900 +79%

KLAC Hedge Fund Activity: Q2 2018 in Review

612 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q2 2018, worth a combined $14.8B — down 5.1% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new KLAC positions and 63 closed out — a net gain of 2 holders — while 218 added to existing stakes and 235 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $324M. The largest seller was Wellington Management Group, cutting an estimated $191M.

  • 612 institutional investors held KLA (KLAC) as of Q2 2018, down from 617 in Q1 2018.
  • Funds reported $14.8B of KLA stock for Q2 2018, down 5.1% quarter-over-quarter.
  • 65 funds opened new KLA positions in Q2 2018 and 63 closed out, a net change of +2 holders.
  • The largest KLA buyer in Q2 2018 was T. Rowe Price Associates, an estimated $324M added.
  • The largest KLA seller in Q2 2018 was Wellington Management Group, an estimated $191M sold.

Based on aggregated 13F filings for Q2 2018.