MACOM Technology Solutions
MTSI
181 hedge funds and large institutions have $1.9B invested in MACOM Technology Solutions in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 65 reducing their positions, and 27 closing their positions.
76.42% more ownership
Funds ownership: 0% → 76.42% (+76%)
56% more call options, than puts
Call options by funds: $8.67M | Put options by funds: $5.55M
19% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 27
16% more capital invested
Capital invested by funds: $1.64B → $1.9B (+$259M)
2% more funds holding
Funds holding: 178 → 181 (+3)
2% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 65
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$43.7M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$37M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.1M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
+$11.8M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$11.8M |
| 2 |
RIM
Rainier Investment Management
Seattle,
Washington
|
-$10.5M |
| 3 |
CCM
Century Capital Management
Boston,
Massachusetts
|
-$9.37M |
| 4 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$9.17M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
-$8.46M |
MTSI Hedge Fund Activity: Q4 2016 in Review
181 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in MACOM Technology Solutions (MTSI) for Q4 2016, worth a combined $1.9B — up 16% from $1.64B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new MTSI positions and 27 closed out — a net gain of 5 holders — while 64 added to existing stakes and 65 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $43.7M. The largest seller was Franklin Resources, cutting an estimated $11.8M.
- 181 institutional investors held MACOM Technology Solutions (MTSI) as of Q4 2016, up from 178 in Q3 2016.
- Funds reported $1.9B of MACOM Technology Solutions stock for Q4 2016, up 16% quarter-over-quarter.
- 32 funds opened new MACOM Technology Solutions positions in Q4 2016 and 27 closed out, a net change of +5 holders.
- The largest MACOM Technology Solutions buyer in Q4 2016 was Wellington Management Group, an estimated $43.7M added.
- The largest MACOM Technology Solutions seller in Q4 2016 was Franklin Resources, an estimated $11.8M sold.
Based on aggregated 13F filings for Q4 2016.