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Applied Materials

1,556 hedge funds and large institutions have $54.5B invested in Applied Materials in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 642 increasing their positions, 591 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.16% more ownership

Funds ownership: 76.17%77.34% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 642 | Existing positions reduced: 591

4% less funds holding

Funds holding: 1,6251,556 (-69)

10% less capital invested

Capital invested by funds: $60.2B → $54.5B (-$5.76B)

28% less call options, than puts

Call options by funds: $897M | Put options by funds: $1.25B

31% less funds holding in top 10

Funds holding in top 10: 3927 (-12)

34% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 130

Holders
1,556
Holders Change
-69
Holders Change %
-4.25%
% of All Funds
26.8%
Holding in Top 10
27
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-30.77%
% of All Funds
0.47%
New
86
Increased
642
Reduced
591
Closed
130
Calls
$897M
Puts
$1.25B
Net Calls
-$357M
Net Calls Change
-$209M
Name Holding Trade Value Shares
Change
Change in
Stake
MMH
51
Menora Mivtachim Holdings
Israel
$232M +$45.6M +472,500 +20%
Renaissance Technologies
52
Renaissance Technologies
New York
$225M +$87.2M +904,135 +49%
First Trust Advisors
53
First Trust Advisors
Illinois
$216M -$5.2M -53,915 -2%
Franklin Resources
54
Franklin Resources
California
$212M +$60.8M +630,373 +32%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$206M -$97.9M -1,015,124 -29%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$199M +$1.41M +14,624 +0.6%
Barclays
57
Barclays
United Kingdom
$199M +$20.7M +214,203 +10%
LSV Asset Management
58
LSV Asset Management
Illinois
$198M -$21.7M -225,440 -9%
Allianz Asset Management
59
Allianz Asset Management
Germany
$196M -$310M -3,212,114 -57%
JP Morgan Chase
60
JP Morgan Chase
New York
$188M -$102M -1,054,986 -31%
Citigroup
61
Citigroup
New York
$175M -$956K -9,912 -0.5%
Janus Henderson Group
62
Janus Henderson Group
United Kingdom
$165M +$101M +1,047,471 +109%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$164M +$27.5M +285,549 +17%
Wells Fargo
64
Wells Fargo
California
$162M -$10.7M -110,950 -5%
CS
65
Credit Suisse
Switzerland
$161M -$7.62M -79,040 -4%
Nordea Investment Management
66
Nordea Investment Management
Sweden
$159M -$10.8M -111,862 -5%
HL
67
Harding Loevner
New Jersey
$138M -$9.26M -96,001 -5%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$128M -$324K -3,365 -0.2%
IIP
69
Intermede Investment Partners
United Kingdom
$125M +$37.2M +385,297 +34%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$120M -$3.64M -37,777 -3%
National Pension Service
71
National Pension Service
South Korea
$117M +$2.56M +26,586 +2%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$116M -$26.2M -271,319 -16%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$110M -$41.7M -432,510 -25%
Mirae Asset Global Investments
74
Mirae Asset Global Investments
South Korea
$104M -$7.85M -81,394 -6%
Rafferty Asset Management
75
Rafferty Asset Management
New York
$104M +$7.99M +82,861 +7%

AMAT Hedge Fund Activity: Q3 2022 in Review

1,556 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Applied Materials (AMAT) for Q3 2022, worth a combined $54.5B — down 9.6% from $60.2B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of AMAT and 86 opened new positions — a net loss of 44 holders — while 591 trimmed existing stakes and 642 added.

The largest buyer was Amundi, adding an estimated $296M. The largest seller was Allianz Asset Management, cutting an estimated $310M.

  • 1,556 institutional investors held Applied Materials (AMAT) as of Q3 2022, down from 1,625 in Q2 2022.
  • Funds reported $54.5B of Applied Materials stock for Q3 2022, down 9.6% quarter-over-quarter.
  • 86 funds opened new Applied Materials positions in Q3 2022 and 130 closed out, a net change of -44 holders.
  • The largest Applied Materials buyer in Q3 2022 was Amundi, an estimated $296M added.
  • The largest Applied Materials seller in Q3 2022 was Allianz Asset Management, an estimated $310M sold.

Based on aggregated 13F filings for Q3 2022.