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447 hedge funds and large institutions have $9.75B invested in KLA in 2013 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 150 increasing their positions, 189 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 25

5% more funds holding

Funds holding: 426447 (+21)

2% more call options, than puts

Call options by funds: $103M | Put options by funds: $101M

14% less capital invested

Capital invested by funds: $11.4B → $9.75B (-$1.65B)

21% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 189

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
447
Holders Change
+21
Holders Change %
+4.93%
% of All Funds
12.98%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
49
Increased
150
Reduced
189
Closed
25
Calls
$103M
Puts
$101M
Net Calls
+$2.19M
Net Calls Change
-$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.02B +$191M +30,337,400 +24%
Capital Research Global Investors
2
Capital Research Global Investors
California
$856M -$43.4M -6,876,490 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$741M +$8.33M +1,321,310 +1%
State Street
4
State Street
Massachusetts
$514M +$28.5M +4,515,950 +6%
Primecap Management
5
Primecap Management
California
$420M +$946K +150,000 +0.2%
Ameriprise
6
Ameriprise
Minnesota
$396M -$11.5M -1,822,290 -3%
PP
7
Prudential plc
United Kingdom
$324M +$60.8M +9,646,000 +24%
BIT
8
BlackRock Institutional Trust
California
$274M +$605K +95,950 +0.2%
Artisan Partners
9
Artisan Partners
Wisconsin
$270M +$5.38M +852,390 +2%
Invesco
10
Invesco
Georgia
$254M +$10M +1,586,310 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$185M -$17.1M -2,708,360 -9%
Capital World Investors
12
Capital World Investors
California
$184M -$81.2M -12,880,000 -31%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$180M -$47.8M -7,573,410 -21%
Northern Trust
14
Northern Trust
Illinois
$158M +$1.53M +242,500 +1%
BFA
15
BlackRock Fund Advisors
California
$150M +$6.49M +1,028,360 +5%
Capital International Investors
16
Capital International Investors
California
$130M +$43.4M +6,876,490 +52%
EIP
17
Epoch Investment Partners
New York
$114M +$4.74M +752,150 +4%
JHIU
18
Janus Henderson Investors US
Colorado
$103M -$272K -43,180 -0.3%
State Farm Mutual Automobile Insurance
19
State Farm Mutual Automobile Insurance
Illinois
$98.6M +$3.19M +505,250 +3%
Renaissance Technologies
20
Renaissance Technologies
New York
$88.1M -$37.8M -5,989,840 -30%
Deutsche Bank
21
Deutsche Bank
Germany
$86.4M -$7.17M -1,137,530 -8%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$82.2M +$832K +132,000 +1%
Norges Bank
23
Norges Bank
Norway
$81.8M -$8.21M -1,301,170 -9%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$80M +$3.81M +603,570 +5%
BG
25
BlackRock Group
United Kingdom
$76M -$1.21M -192,020 -2%

KLAC Hedge Fund Activity: Q4 2013 in Review

447 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q4 2013, worth a combined $9.75B — down 14% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new KLAC positions and 25 closed out — a net gain of 24 holders — while 150 added to existing stakes and 189 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $191M. The largest seller was Capital World Investors, cutting an estimated $81.2M.

  • 447 institutional investors held KLA (KLAC) as of Q4 2013, up from 426 in Q3 2013.
  • Funds reported $9.75B of KLA stock for Q4 2013, down 14% quarter-over-quarter.
  • 49 funds opened new KLA positions in Q4 2013 and 25 closed out, a net change of +24 holders.
  • The largest KLA buyer in Q4 2013 was JP Morgan Chase, an estimated $191M added.
  • The largest KLA seller in Q4 2013 was Capital World Investors, an estimated $81.2M sold.

Based on aggregated 13F filings for Q4 2013.