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NXP Semiconductors

355 hedge funds and large institutions have $13.5B invested in NXP Semiconductors in 2014 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 116 increasing their positions, 121 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 35

154% more call options, than puts

Call options by funds: $84.5M | Put options by funds: $33.2M

39% more funds holding in top 10

Funds holding in top 10: 1825 (+7)

32% more capital invested

Capital invested by funds: $10.2B → $13.5B (+$3.23B)

19% more funds holding

Funds holding: 298355 (+57)

4% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 121

Holders
355
Holders Change
+57
Holders Change %
+19.13%
% of All Funds
10.25%
Holding in Top 10
25
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+38.89%
% of All Funds
0.72%
New
94
Increased
116
Reduced
121
Closed
35
Calls
$84.5M
Puts
$33.2M
Net Calls
+$51.2M
Net Calls Change
+$34.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.89B +$168M +3,229,939 +11%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.45B +$157M +3,007,620 +14%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$772M -$285M -5,470,875 -29%
KKRC
4
Kohlberg Kravis Roberts & Co
New York
$490M -$290M -5,559,091 -40%
BCI
5
Bain Capital Investors
Massachusetts
$455M
FAM
6
Fred Alger Management
New York
$370M +$126M +2,407,352 +62%
Invesco
7
Invesco
Georgia
$328M -$1.33M -25,480 -0.5%
IIS
8
Ignis Investment Services
United Kingdom
$271M -$2.26M -43,355 -8%
Ninety One (UK)
9
Ninety One (UK)
United Kingdom
$258M -$26.2M -501,320 -10%
YCMGA
10
York Capital Management Global Advisors
New York
$234M -$12.3M -234,961 -6%
RI
11
Relational Investors
California
$221M +$196M +3,760,815 New
William Blair & Company
12
William Blair & Company
Illinois
$210M +$169M +3,238,110 +990%
SCP
13
Soroban Capital Partners
New York
$204M -$45.7M -875,673 -20%
WRF
14
Waddell & Reed Financial
Kansas
$197M +$52.5M +1,007,000 +43%
WBC
15
Westpac Banking Corp
Australia
$174M -$71.7M -1,374,224 -32%
TCIM
16
TIAA CREF Investment Management
New York
$152M -$46.5M -891,693 -26%
JP Morgan Chase
17
JP Morgan Chase
New York
$148M +$7.9M +151,495 +6%
Franklin Resources
18
Franklin Resources
California
$148M -$3.22M -61,750 -2%
BIT
19
BlackRock Institutional Trust
California
$135M +$37.6M +720,023 +46%
FCM
20
Frontier Capital Management
Massachusetts
$124M +$6.54M +125,329 +6%
EVM
21
Eaton Vance Management
Massachusetts
$123M +$32.1M +615,680 +42%
Federated Hermes
22
Federated Hermes
Pennsylvania
$122M -$11.7M -223,800 -10%
Ameriprise
23
Ameriprise
Minnesota
$119M +$8.09M +155,027 +8%
SIG
24
Senator Investment Group
New York
$118M +$104M +2,000,000 New
RCM
25
Roystone Capital Management
New York
$107M +$5.25M +100,600 +6%

NXPI Hedge Fund Activity: Q1 2014 in Review

355 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in NXP Semiconductors (NXPI) for Q1 2014, worth a combined $13.5B — up 32% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new NXPI positions and 35 closed out — a net gain of 59 holders — while 116 added to existing stakes and 121 trimmed.

The largest buyer was Relational Investors, opening a new position worth an estimated $196M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $290M.

  • 355 institutional investors held NXP Semiconductors (NXPI) as of Q1 2014, up from 298 in Q4 2013.
  • Funds reported $13.5B of NXP Semiconductors stock for Q1 2014, up 32% quarter-over-quarter.
  • 94 funds opened new NXP Semiconductors positions in Q1 2014 and 35 closed out, a net change of +59 holders.
  • The largest NXP Semiconductors buyer in Q1 2014 was Relational Investors, an estimated $196M added.
  • The largest NXP Semiconductors seller in Q1 2014 was Kohlberg Kravis Roberts & Co, an estimated $290M sold.

Based on aggregated 13F filings for Q1 2014.