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Advanced Micro Devices

494 hedge funds and large institutions have $6.2B invested in Advanced Micro Devices in 2018 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 185 increasing their positions, 147 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

49% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 61

26% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 147

6% more funds holding

Funds holding: 468494 (+26)

1.46% more ownership

Funds ownership: 62.47%63.93% (+1.5%)

1% more capital invested

Capital invested by funds: $6.17B → $6.2B (+$33.2M)

63% less call options, than puts

Call options by funds: $536M | Put options by funds: $1.45B

Holders
494
Holders Change
+26
Holders Change %
+5.56%
% of All Funds
11.32%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
91
Increased
185
Reduced
147
Closed
61
Calls
$536M
Puts
$1.45B
Net Calls
-$915M
Net Calls Change
-$670M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B -$23.7M -2,001,332 -2%
BlackRock
2
BlackRock
New York
$600M -$8.2M -691,235 -1%
State Street
3
State Street
Massachusetts
$308M -$17.5M -1,473,576 -5%
O
4
OppenheimerFunds
New York
$302M +$94.5M +7,966,623 +36%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$243M +$66.5M +5,605,364 +30%
OMC
6
Oasis Management Company
Cayman Islands
$193M +$227M +19,182,500 New
Fidelity Investments
7
Fidelity Investments
Massachusetts
$189M -$205M -17,307,796 -48%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$183M +$145M +12,260,076 +207%
Goldman Sachs
9
Goldman Sachs
New York
$180M -$25M -2,106,068 -11%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$146M -$1.49M -125,906 -0.9%
Deutsche Bank
11
Deutsche Bank
Germany
$114M +$47.7M +4,019,322 +55%
DCM
12
Discovery Capital Management
Connecticut
$112M -$61.1M -5,149,492 -32%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$106M +$44.2M +3,731,679 +55%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$101M +$7.12M +600,849 +6%
Northern Trust
15
Northern Trust
Illinois
$90.7M -$1.22M -102,768 -1%
CI Investments Inc
16
CI Investments Inc
Ontario, Canada
$87.6M +$1.45M +121,900 +1%
Millennium Management
17
Millennium Management
New York
$67.3M +$73.8M +6,225,267 +1,311%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$67M +$63.3M +5,337,894 +403%
TA
19
Teachers Advisors
New York
$66.8M -$29.6M -2,499,689 -27%
Citadel Advisors
20
Citadel Advisors
Florida
$61.6M +$65.3M +5,508,875 +884%
JP Morgan Chase
21
JP Morgan Chase
New York
$57.5M -$52.5M -4,430,137 -44%
PC
22
Polar Capital
United Kingdom
$57.1M -$8.02M -676,558 -11%
GC
23
Guggenheim Capital
Illinois
$50.7M -$5.25M -442,517 -8%
TCIM
24
TIAA CREF Investment Management
New York
$49.9M -$86.3M -7,279,719 -59%
Morgan Stanley
25
Morgan Stanley
New York
$49.3M -$120M -10,102,609 -67%

AMD Hedge Fund Activity: Q1 2018 in Review

494 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Advanced Micro Devices (AMD) for Q1 2018, worth a combined $6.2B — up 0.54% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new AMD positions and 61 closed out — a net gain of 30 holders — while 185 added to existing stakes and 147 trimmed.

The largest buyer was Oasis Management Company, opening a new position worth an estimated $227M. The largest seller was Fidelity Investments, cutting an estimated $205M.

  • 494 institutional investors held Advanced Micro Devices (AMD) as of Q1 2018, up from 468 in Q4 2017.
  • Funds reported $6.2B of Advanced Micro Devices stock for Q1 2018, up 0.54% quarter-over-quarter.
  • 91 funds opened new Advanced Micro Devices positions in Q1 2018 and 61 closed out, a net change of +30 holders.
  • The largest Advanced Micro Devices buyer in Q1 2018 was Oasis Management Company, an estimated $227M added.
  • The largest Advanced Micro Devices seller in Q1 2018 was Fidelity Investments, an estimated $205M sold.

Based on aggregated 13F filings for Q1 2018.