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Analog Devices

968 hedge funds and large institutions have $38.1B invested in Analog Devices in 2019 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 351 increasing their positions, 330 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 65

37% more call options, than puts

Call options by funds: $422M | Put options by funds: $307M

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

6% more funds holding

Funds holding: 916968 (+52)

5% more capital invested

Capital invested by funds: $36.3B → $38.1B (+$1.83B)

6% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 330

0.83% less ownership

Funds ownership: 87.88%87.05% (-0.83%)

Holders
968
Holders Change
+52
Holders Change %
+5.68%
% of All Funds
19.07%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.55%
New
133
Increased
351
Reduced
330
Closed
65
Calls
$422M
Puts
$307M
Net Calls
+$114M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.86B +$36.6M +324,468 +1%
BlackRock
2
BlackRock
New York
$2.88B -$22.6M -200,753 -0.8%
JP Morgan Chase
3
JP Morgan Chase
New York
$2.52B +$203M +1,804,472 +9%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$2.15B -$88.3M -783,827 -4%
State Street
5
State Street
Massachusetts
$1.8B +$32.9M +291,719 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.22B -$157M -1,391,362 -12%
Franklin Resources
7
Franklin Resources
California
$1.08B -$98.1M -870,637 -9%
Lazard Asset Management
8
Lazard Asset Management
New York
$1.01B +$70.4M +624,366 +8%
Wells Fargo
9
Wells Fargo
California
$1B +$64.9M +575,791 +7%
Capital International Investors
10
Capital International Investors
California
$896M -$31.4M -278,489 -4%
Northern Trust
11
Northern Trust
Illinois
$635M +$4.12M +36,521 +0.7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$627M +$12.8M +113,743 +2%
CCM
13
Cantillon Capital Management
New York
$588M -$12.2M -108,625 -2%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$561M -$66.5M -590,111 -11%
Capital World Investors
15
Capital World Investors
California
$530M +$164K +1,457 +0%
Primecap Management
16
Primecap Management
California
$527M -$1.04M -9,240 -0.2%
Goldman Sachs
17
Goldman Sachs
New York
$515M +$114M +1,011,480 +30%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$505M -$12.1M -107,025 -2%
First Eagle Investment Management
19
First Eagle Investment Management
New York
$482M -$2.37M -21,029 -0.5%
FPA
20
First Pacific Advisors
California
$469M -$7.5M -66,572 -2%
Norges Bank
21
Norges Bank
Norway
$464M +$9.52M +84,479 +2%
Invesco
22
Invesco
Georgia
$369M -$404M -3,581,984 -54%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$345M -$12M -106,309 -4%
GIM
24
Generation Investment Management
United Kingdom
$328M -$215M -1,907,082 -41%
American Century Companies
25
American Century Companies
Missouri
$319M -$7.88M -69,912 -3%

ADI Hedge Fund Activity: Q4 2019 in Review

968 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Analog Devices (ADI) for Q4 2019, worth a combined $38.1B — up 5% from $36.3B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new ADI positions and 65 closed out — a net gain of 68 holders — while 351 added to existing stakes and 330 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $203M. The largest seller was T. Rowe Price Associates, cutting an estimated $487M.

  • 968 institutional investors held Analog Devices (ADI) as of Q4 2019, up from 916 in Q3 2019.
  • Funds reported $38.1B of Analog Devices stock for Q4 2019, up 5% quarter-over-quarter.
  • 133 funds opened new Analog Devices positions in Q4 2019 and 65 closed out, a net change of +68 holders.
  • The largest Analog Devices buyer in Q4 2019 was JP Morgan Chase, an estimated $203M added.
  • The largest Analog Devices seller in Q4 2019 was T. Rowe Price Associates, an estimated $487M sold.

Based on aggregated 13F filings for Q4 2019.