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Qualcomm

1,541 hedge funds and large institutions have $74.8B invested in Qualcomm in 2017 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 455 increasing their positions, 675 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more funds holding in top 10

Funds holding in top 10: 3097 (+67)

166% more first-time investments, than exits

New positions opened: 285 | Existing positions closed: 107

26% more capital invested

Capital invested by funds: $59.4B → $74.8B (+$15.4B)

12% more funds holding

Funds holding: 1,3771,541 (+164)

1.33% more ownership

Funds ownership: 77.62%78.95% (+1.3%)

1% less call options, than puts

Call options by funds: $2.64B | Put options by funds: $2.66B

33% less repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 675

Holders
1,541
Holders Change
+164
Holders Change %
+11.91%
% of All Funds
34.94%
Holding in Top 10
97
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+223.33%
% of All Funds
2.2%
New
285
Increased
455
Reduced
675
Closed
107
Calls
$2.64B
Puts
$2.66B
Net Calls
-$18.5M
Net Calls Change
-$282M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$622M +$28.8M +474,730 +5%
DKCM
27
Davidson Kempner Capital Management
New York
$598M +$565M +9,317,806 +46,589%
Artisan Partners
28
Artisan Partners
Wisconsin
$576M -$8.07M -133,154 -1%
Parnassus Investments
29
Parnassus Investments
California
$532M +$30.4M +502,000 +6%
Charles Schwab
30
Charles Schwab
California
$509M +$26.8M +441,870 +6%
Legal & General Group
31
Legal & General Group
United Kingdom
$502M -$17.5M -288,957 -4%
BBHC
32
Brown Brothers Harriman & Co
New York
$490M -$83M -1,368,875 -15%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$426M -$16.1M -266,061 -4%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$407M -$54.1M -892,365 -12%
EVM
35
Eaton Vance Management
Massachusetts
$381M -$21.6M -355,968 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
36
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$367M +$15.7M +259,622 +5%
TCIM
37
TIAA CREF Investment Management
New York
$357M +$92.4M +1,523,325 +38%
Swiss National Bank
38
Swiss National Bank
Switzerland
$349M -$91K -1,500 -0%
TIM
39
Thornburg Investment Management
New Mexico
$328M +$4.58M +75,475 +1%
PAMU
40
Pictet Asset Management (UK)
United Kingdom
$322M +$63.4M +1,045,413 +26%
CS
41
Credit Suisse
Switzerland
$321M +$105M +1,731,521 +53%
UBS Group
42
UBS Group
Switzerland
$309M +$14.7M +242,439 +5%
UBS AM
43
UBS AM
Illinois
$303M -$2.77M -45,655 -1%
Citadel Advisors
44
Citadel Advisors
Florida
$298M +$141M +2,331,747 +100%
Deutsche Bank
45
Deutsche Bank
Germany
$275M -$190M -3,136,121 -42%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$272M -$9.6M -158,301 -4%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$265M -$1.35M -22,256 -0.5%
PPA
48
Parametric Portfolio Associates
Washington
$263M +$8.67M +143,037 +4%
AllianceBernstein
49
AllianceBernstein
Tennessee
$254M +$94.2M +1,553,810 +65%
USAA
50
United Services Automobile Association
Texas
$236M -$15M -247,162 -6%

QCOM Hedge Fund Activity: Q4 2017 in Review

1,541 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Qualcomm (QCOM) for Q4 2017, worth a combined $74.8B — up 26% from $59.4B a quarter earlier.

Buyers outnumbered sellers: 285 funds opened new QCOM positions and 107 closed out — a net gain of 178 holders — while 455 added to existing stakes and 675 trimmed.

The largest buyer was Pentwater Capital Management, adding an estimated $763M. The largest seller was Wellington Management Group, cutting an estimated $359M.

  • 1,541 institutional investors held Qualcomm (QCOM) as of Q4 2017, up from 1,377 in Q3 2017.
  • Funds reported $74.8B of Qualcomm stock for Q4 2017, up 26% quarter-over-quarter.
  • 285 funds opened new Qualcomm positions in Q4 2017 and 107 closed out, a net change of +178 holders.
  • The largest Qualcomm buyer in Q4 2017 was Pentwater Capital Management, an estimated $763M added.
  • The largest Qualcomm seller in Q4 2017 was Wellington Management Group, an estimated $359M sold.

Based on aggregated 13F filings for Q4 2017.