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Qualcomm

1,609 hedge funds and large institutions have $96.2B invested in Qualcomm in 2014 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 632 increasing their positions, 667 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 93

20% more call options, than puts

Call options by funds: $2.16B | Put options by funds: $1.79B

5% more funds holding

Funds holding: 1,5341,609 (+75)

1% less capital invested

Capital invested by funds: $96.9B → $96.2B (-$718M)

5% less repeat investments, than reductions

Existing positions increased: 632 | Existing positions reduced: 667

10% less funds holding in top 10

Funds holding in top 10: 161145 (-16)

Holders
1,609
Holders Change
+75
Holders Change %
+4.89%
% of All Funds
42.91%
Holding in Top 10
145
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-9.94%
% of All Funds
3.87%
New
184
Increased
632
Reduced
667
Closed
93
Calls
$2.16B
Puts
$1.79B
Net Calls
+$363M
Net Calls Change
+$518M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$777M -$108M -1,475,536 -12%
American Century Companies
27
American Century Companies
Missouri
$731M +$276M +3,776,228 +62%
BTS
28
BB&T Securities
Virginia
$719M +$5M +68,304 +8%
CS
29
Credit Suisse
Switzerland
$701M -$46.5M -635,344 -6%
Deutsche Bank
30
Deutsche Bank
Germany
$695M +$132M +1,798,849 +24%
TCIM
31
TIAA CREF Investment Management
New York
$688M -$83.9M -1,146,739 -11%
Fisher Asset Management
32
Fisher Asset Management
Washington
$685M -$5.91M -80,746 -0.9%
GE
33
General Electric
Ohio
$631M +$73.5M +1,004,538 +13%
Capital World Investors
34
Capital World Investors
California
$617M
WP
35
Wedgewood Partners
Missouri
$614M +$118M +1,616,816 +24%
EVM
36
Eaton Vance Management
Massachusetts
$607M +$165M +2,252,086 +38%
OH
37
Orbis Holdings
Bermuda
$556M +$319M +4,364,897 +140%
BA
38
BlackRock Advisors
Delaware
$554M +$199M +2,718,436 +57%
SA
39
SPO Advisory
California
$553M +$7.31M +99,900 +1%
MAA
40
Managed Account Advisors
New Jersey
$533M +$81.1M +1,108,008 +18%
UBS AM
41
UBS AM
Illinois
$532M +$12.9M +176,015 +3%
GIM
42
Generation Investment Management
United Kingdom
$501M -$70.5M -963,739 -13%
Legal & General Group
43
Legal & General Group
United Kingdom
$500M -$19M -259,903 -4%
BIM
44
BlackRock Investment Management
Delaware
$462M +$38.5M +526,594 +9%
VAM
45
Veritas Asset Management
United Kingdom
$462M +$2.21M +30,240 +0.5%
Temasek Holdings
46
Temasek Holdings
Singapore
$449M
Parnassus Investments
47
Parnassus Investments
California
$441M +$50.1M +685,191 +13%
Loomis, Sayles & Company
48
Loomis, Sayles & Company
Massachusetts
$437M +$47.8M +653,760 +13%
Caisse de Depot et Placement du Quebec (CDPQ)
49
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$435M +$35.8M +489,200 +9%
Artisan Partners
50
Artisan Partners
Wisconsin
$429M +$49.1M +671,492 +13%

QCOM Hedge Fund Activity: Q4 2014 in Review

1,609 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Qualcomm (QCOM) for Q4 2014, worth a combined $96.2B — down 0.74% from $96.9B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new QCOM positions and 93 closed out — a net gain of 91 holders — while 632 added to existing stakes and 667 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $408M. The largest seller was VOYA Investment Management, cutting an estimated $412M.

  • 1,609 institutional investors held Qualcomm (QCOM) as of Q4 2014, up from 1,534 in Q3 2014.
  • Funds reported $96.2B of Qualcomm stock for Q4 2014, down 0.74% quarter-over-quarter.
  • 184 funds opened new Qualcomm positions in Q4 2014 and 93 closed out, a net change of +91 holders.
  • The largest Qualcomm buyer in Q4 2014 was Institutional Capital, an estimated $408M added.
  • The largest Qualcomm seller in Q4 2014 was VOYA Investment Management, an estimated $412M sold.

Based on aggregated 13F filings for Q4 2014.