MACOM Technology Solutions
MTSI
196 hedge funds and large institutions have $2.85B invested in MACOM Technology Solutions in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 69 reducing their positions, and 33 closing their positions.
346% more call options, than puts
Call options by funds: $29.9M | Put options by funds: $6.71M
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
29% more capital invested
Capital invested by funds: $2.21B → $2.85B (+$635M)
7.67% more ownership
Funds ownership: 72.35% → 80.01% (+7.7%)
4% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 69
3% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 33
2% less funds holding
Funds holding: 199 → 196 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$140M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$98M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$41M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$36.2M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$36.5M |
| 2 |
KRC
Kingdom Ridge Capital
White Plains,
New York
|
-$30.3M |
| 3 |
Goldman Sachs
New York
|
-$25.1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$16.1M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$14.3M |
MTSI Hedge Fund Activity: Q2 2017 in Review
196 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in MACOM Technology Solutions (MTSI) for Q2 2017, worth a combined $2.85B — up 29% from $2.21B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of MTSI and 32 opened new positions — a net loss of 1 holder — while 69 trimmed existing stakes and 72 added.
The largest buyer was Ameriprise, adding an estimated $140M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $36.5M.
- 196 institutional investors held MACOM Technology Solutions (MTSI) as of Q2 2017, down from 199 in Q1 2017.
- Funds reported $2.85B of MACOM Technology Solutions stock for Q2 2017, up 29% quarter-over-quarter.
- 32 funds opened new MACOM Technology Solutions positions in Q2 2017 and 33 closed out, a net change of -1 holder.
- The largest MACOM Technology Solutions buyer in Q2 2017 was Ameriprise, an estimated $140M added.
- The largest MACOM Technology Solutions seller in Q2 2017 was Cramer Rosenthal McGlynn, an estimated $36.5M sold.
Based on aggregated 13F filings for Q2 2017.