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Intel
INTC

1,676 hedge funds and large institutions have $84.2B invested in Intel in 2013 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 650 increasing their positions, 663 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 73

43% more funds holding in top 10

Funds holding in top 10: 108 → 154 (+46)

15% more capital invested

Capital invested by funds: $73.2B → $84.2B (+$11B)

9% more funds holding

Funds holding: 1,543 → 1,676 (+133)

2% less repeat investments, than reductions

Existing positions increased: 650 | Existing positions reduced: 663

14% less call options, than puts

Call options by funds: $1.87B | Put options by funds: $2.18B

Holders
1,676
Holders Change
+133
Holders Change %
+8.62%
% of All Funds
48.64%
Holding in Top 10
154
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+42.59%
% of All Funds
4.47%
New
226
Increased
650
Reduced
663
Closed
73
Calls
$1.87B
Puts
$2.18B
Net Calls
-$309M
Net Calls Change
-$200M

Top Buyers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$321M
2
Pzena Investment Management
Pzena Investment Management
New York
+$179M
3
Goldman Sachs
Goldman Sachs
New York
+$162M
4
Morgan Stanley
Morgan Stanley
New York
+$137M
5
Invesco
Invesco
Georgia
+$136M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$275M
2
Citigroup
Citigroup
New York
-$238M
3
EAM
Edge Asset Management
Washington
-$161M
4
Norges Bank
Norges Bank
Norway
-$142M
5
Harris Associates
Harris Associates
Illinois
-$121M
Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
1001
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.1M -$3.51K -145 -0.2%
SAM
1002
Sawgrass Asset Management
Florida
$2.09M +$169K +6,995 +10%
CHC
1003
City Holding Co
West Virginia
$2.09M +$1.95M +80,549 New
MIM
1004
Midwest Investment Management
Ohio
$2.08M -$23.8K -983 -1%
WCM
1005
Washington Capital Management
Washington
$2.08M -$7.81K -323 -0.4%
WA
1006
WFG Advisors
Texas
$2.08M +$27.9K +1,154 +1%
SCM
1007
Sigma Capital Management
Connecticut
$2.08M +$1.94M +80,000 New
K
1008
Kemper
Illinois
$2.08M – – –
LIM
1009
Leavell Investment Management
Alabama
$2.07M +$645K +26,675 +50%
AC
1010
Alley Company
Illinois
$2.07M -$1.22M -50,424 -39%
GI
1011
Gradient Investments
Minnesota
$2.06M +$321K +13,273 +20%
PCM
1012
Peg Capital Management
New Hampshire
$2.06M -$8.71K -360 -0.5%
SAM
1013
Symphony Asset Management
California
$2.05M +$743K +30,734 +64%
OCG
1014
Opus Capital Group
Ohio
$2.04M +$23.4K +966 +1%
SSIA
1015
Spero-Smith Investment Advisers
Ohio
$2.04M -$82.9K -3,427 -4%
PAI
1016
Pittenger & Anderson Inc
Nebraska
$2.04M +$1.27M +52,525 +201%
VOAM
1017
Vertex One Asset Management
British Columbia, Canada
$2.02M +$1.09M +45,000 +136%
ANRIA
1018
American National Registered Investment Advisor
Texas
$2.01M +$28.1K +1,160 +2%
GIP
1019
Granite Investment Partners
California
$2.01M +$56K +2,315 +3%
PIA
1020
Piedmont Investment Advisors
North Carolina
$2.01M -$226K -9,359 -11%
SCM
1021
SOL Capital Management
Maryland
$2M +$33.1K +1,368 +2%
RP
1022
Reinhart Partners
Wisconsin
$1.99M -$575K -23,780 -24%
AMM
1023
American Money Management
California
$1.98M +$1.85M +76,422 New
FI
1024
FCM Investments
Texas
$1.98M -$62.9K -2,600 -3%
SFT
1025
Simmons First Trust
Arkansas
$1.97M -$1.39M -57,384 -43%
39 40
41
42 43

INTC Hedge Fund Activity: Q4 2013 in Review

1,676 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Intel (INTC) for Q4 2013, worth a combined $84.2B — up 15% from $73.2B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new INTC positions and 73 closed out — a net gain of 153 holders — while 650 added to existing stakes and 663 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $321M. The largest seller was Wellington Management Group, cutting an estimated $275M.

  • 1,676 institutional investors held Intel (INTC) as of Q4 2013, up from 1,543 in Q3 2013.
  • Funds reported $84.2B of Intel stock for Q4 2013, up 15% quarter-over-quarter.
  • 226 funds opened new Intel positions in Q4 2013 and 73 closed out, a net change of +153 holders.
  • The largest Intel buyer in Q4 2013 was Barrow, Hanley, Mewhinney & Strauss, an estimated $321M added.
  • The largest Intel seller in Q4 2013 was Wellington Management Group, an estimated $275M sold.

Based on aggregated 13F filings for Q4 2013.