MACOM Technology Solutions
MTSI
199 hedge funds and large institutions have $2.21B invested in MACOM Technology Solutions in 2017 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 53 reducing their positions, and 21 closing their positions.
119% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 21
57% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 53
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
16% more capital invested
Capital invested by funds: $1.9B → $2.21B (+$312M)
10% more funds holding
Funds holding: 181 → 199 (+18)
4.07% less ownership
Funds ownership: 76.42% → 72.35% (-4.1%)
16% less call options, than puts
Call options by funds: $11.5M | Put options by funds: $13.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$95.9M |
| 2 |
FAM
Fred Alger Management
New York
|
+$44.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$40.1M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$36M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$33.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Summit Partners
Boston,
Massachusetts
|
-$56.2M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$18.8M |
| 3 |
KI
Kalmar Investments
Greenville,
Delaware
|
-$18.8M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$13.2M |
| 5 |
Renaissance Technologies
New York
|
-$10.2M |
MTSI Hedge Fund Activity: Q1 2017 in Review
199 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in MACOM Technology Solutions (MTSI) for Q1 2017, worth a combined $2.21B — up 16% from $1.9B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new MTSI positions and 21 closed out — a net gain of 25 holders — while 83 added to existing stakes and 53 trimmed.
The largest buyer was BlackRock, adding an estimated $95.9M. The largest seller was Summit Partners, cutting an estimated $56.2M.
- 199 institutional investors held MACOM Technology Solutions (MTSI) as of Q1 2017, up from 181 in Q4 2016.
- Funds reported $2.21B of MACOM Technology Solutions stock for Q1 2017, up 16% quarter-over-quarter.
- 46 funds opened new MACOM Technology Solutions positions in Q1 2017 and 21 closed out, a net change of +25 holders.
- The largest MACOM Technology Solutions buyer in Q1 2017 was BlackRock, an estimated $95.9M added.
- The largest MACOM Technology Solutions seller in Q1 2017 was Summit Partners, an estimated $56.2M sold.
Based on aggregated 13F filings for Q1 2017.