MACOM Technology Solutions
MTSI
345 hedge funds and large institutions have $6.84B invested in MACOM Technology Solutions in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 106 increasing their positions, 119 reducing their positions, and 25 closing their positions.
286% more call options, than puts
Call options by funds: $16M | Put options by funds: $4.15M
180% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 25
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
18% more capital invested
Capital invested by funds: $5.8B → $6.84B (+$1.04B)
14% more funds holding
Funds holding: 303 → 345 (+42)
0.97% more ownership
Funds ownership: 84.14% → 85.12% (+0.97%)
11% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 119
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$126M |
| 2 |
Millennium Management
New York
|
+$124M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$68.3M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$68M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$155M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$77.1M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$38.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$32.9M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$32.3M |
MTSI Hedge Fund Activity: Q2 2024 in Review
345 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in MACOM Technology Solutions (MTSI) for Q2 2024, worth a combined $6.84B — up 18% from $5.8B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new MTSI positions and 25 closed out — a net gain of 45 holders — while 106 added to existing stakes and 119 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $126M. The largest seller was BlackRock, cutting an estimated $155M.
- 345 institutional investors held MACOM Technology Solutions (MTSI) as of Q2 2024, up from 303 in Q1 2024.
- Funds reported $6.84B of MACOM Technology Solutions stock for Q2 2024, up 18% quarter-over-quarter.
- 70 funds opened new MACOM Technology Solutions positions in Q2 2024 and 25 closed out, a net change of +45 holders.
- The largest MACOM Technology Solutions buyer in Q2 2024 was T. Rowe Price Associates, an estimated $126M added.
- The largest MACOM Technology Solutions seller in Q2 2024 was BlackRock, an estimated $155M sold.
Based on aggregated 13F filings for Q2 2024.