MACOM Technology Solutions
MTSI
57 hedge funds and large institutions have $308M invested in MACOM Technology Solutions in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 7 closing their positions.
142% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 12
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
20% more capital invested
Capital invested by funds: $256M → $308M (+$51.7M)
6% more funds holding
Funds holding: 54 → 57 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Segment Wealth Management
Houston,
Texas
|
+$3.35M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
+$2.42M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.3M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$751K |
| 5 |
State Street
Boston,
Massachusetts
|
+$669K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.67M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$1.92M |
| 3 |
CCM
Coe Capital Management
Highland Park,
Illinois
|
-$1.67M |
| 4 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$1.56M |
| 5 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
-$657K |
MTSI Hedge Fund Activity: Q3 2013 in Review
57 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in MACOM Technology Solutions (MTSI) for Q3 2013, worth a combined $308M — up 20% from $256M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MTSI positions and 7 closed out — a net gain of 3 holders — while 29 added to existing stakes and 12 trimmed.
The largest buyer was Segment Wealth Management, opening a new position worth an estimated $3.35M. The largest seller was Fidelity Investments, cutting an estimated $3.67M.
- 57 institutional investors held MACOM Technology Solutions (MTSI) as of Q3 2013, up from 54 in Q2 2013.
- Funds reported $308M of MACOM Technology Solutions stock for Q3 2013, up 20% quarter-over-quarter.
- 10 funds opened new MACOM Technology Solutions positions in Q3 2013 and 7 closed out, a net change of +3 holders.
- The largest MACOM Technology Solutions buyer in Q3 2013 was Segment Wealth Management, an estimated $3.35M added.
- The largest MACOM Technology Solutions seller in Q3 2013 was Fidelity Investments, an estimated $3.67M sold.
Based on aggregated 13F filings for Q3 2013.