ON Semiconductor
906 hedge funds and large institutions have $40B invested in ON Semiconductor in 2023 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 304 increasing their positions, 353 reducing their positions, and 64 closing their positions.
127% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 64
10% more funds holding in top 10
Funds holding in top 10: 20 → 22 (+2)
9% more funds holding
Funds holding: 832 → 906 (+74)
4% less call options, than puts
Call options by funds: $620M | Put options by funds: $645M
3.13% less ownership
Funds ownership: 101.13% → 98% (-3.1%)
14% less repeat investments, than reductions
Existing positions increased: 304 | Existing positions reduced: 353
36% less capital inflows, than outflows
Capital inflows: $1.98B | Capital outflows: $3.1B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$153M |
| 2 |
Holocene Advisors
New York
|
+$124M |
| 3 |
Barclays
London,
United Kingdom
|
+$123M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$93.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$85.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$331M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$303M |
| 3 |
Janus Henderson Group
London,
|
-$235M |
| 4 |
BlackRock
New York
|
-$141M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$121M |
ON Hedge Fund Activity: Q2 2023 in Review
906 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in ON Semiconductor (ON) for Q2 2023, worth a combined $40B — up 12% from $35.6B a quarter earlier.
Buyers outnumbered sellers: 145 funds opened new ON positions and 64 closed out — a net gain of 81 holders — while 304 added to existing stakes and 353 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $153M. The largest seller was Envestnet Asset Management, cutting an estimated $331M.
- 906 institutional investors held ON Semiconductor (ON) as of Q2 2023, up from 832 in Q1 2023.
- Funds reported $40B of ON Semiconductor stock for Q2 2023, up 12% quarter-over-quarter.
- 145 funds opened new ON Semiconductor positions in Q2 2023 and 64 closed out, a net change of +81 holders.
- The largest ON Semiconductor buyer in Q2 2023 was JP Morgan Chase, an estimated $153M added.
- The largest ON Semiconductor seller in Q2 2023 was Envestnet Asset Management, an estimated $331M sold.
Based on aggregated 13F filings for Q2 2023.