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Qualcomm

1,557 hedge funds and large institutions have $99.2B invested in Qualcomm in 2013 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 642 increasing their positions, 569 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 55

95% more call options, than puts

Call options by funds: $2.71B | Put options by funds: $1.39B

13% more repeat investments, than reductions

Existing positions increased: 642 | Existing positions reduced: 569

11% more funds holding

Funds holding: 1,4081,557 (+149)

10% more capital invested

Capital invested by funds: $90B → $99.2B (+$9.13B)

8% more funds holding in top 10

Funds holding in top 10: 182197 (+15)

Holders
1,557
Holders Change
+149
Holders Change %
+10.58%
% of All Funds
45.2%
Holding in Top 10
197
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+8.24%
% of All Funds
5.72%
New
220
Increased
642
Reduced
569
Closed
55
Calls
$2.71B
Puts
$1.39B
Net Calls
+$1.32B
Net Calls Change
-$55.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WHG
101
Westwood Holdings Group
Texas
$197M +$14.4M +204,660 +8%
BJ
102
BlackRock Japan
Japan
$197M +$25.2M +357,816 +16%
SGA
103
Sustainable Growth Advisers
Connecticut
$196M -$7.08M -100,443 -4%
Adage Capital Partners
104
Adage Capital Partners
Massachusetts
$196M -$3.67M -52,000 -2%
HCM
105
Highfields Capital Management
Massachusetts
$195M
MTB
106
Mizuho Trust & Banking
Japan
$195M -$1.62M -23,003 -0.9%
CLG
107
Cooperman Leon G
$195M -$14.5M -206,213 -7%
Harris Associates
108
Harris Associates
Illinois
$194M +$35.4M +502,385 +24%
Credit Agricole
109
Credit Agricole
France
$185M -$38.8M -549,948 -18%
US Bancorp
110
US Bancorp
Minnesota
$184M +$3.45M +48,904 +2%
SSM
111
Sound Shore Management
Connecticut
$180M +$10.7M +151,583 +7%
AII
112
AGF Investments Inc
Ontario, Canada
$178M +$8.46M +119,900 +5%
VVP
113
Vulcan Value Partners
Alabama
$178M +$42.7M +605,945 +34%
IGIM
114
I.G. Investment Management
Manitoba, Canada
$177M -$123M -1,747,620 -42%
Swiss National Bank
115
Swiss National Bank
Switzerland
$177M +$34.3M +485,600 +26%
APG Asset Management
116
APG Asset Management
Netherlands
$175M +$3.94M +55,873 +2%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$171M -$2.27M -32,115 -1%
Barclays
118
Barclays
United Kingdom
$168M -$411K -5,822 -0.3%
FPA
119
First Pacific Advisors
California
$165M +$247K +3,500 +0.2%
SO
120
STRS Ohio
Ohio
$162M -$28.4M -402,300 -16%
SCM
121
Sterling Capital Management
North Carolina
$161M -$1.45M -20,540 -0.9%
HMP
122
HS Management Partners
New York
$160M +$9.57M +135,675 +7%
FAM
123
Fred Alger Management
New York
$158M +$54.5M +773,214 +57%
Westfield Capital Management
124
Westfield Capital Management
Massachusetts
$156M +$15.7M +222,576 +12%
RRAM
125
River Road Asset Management
Kentucky
$155M +$74.5M +1,056,354 +102%

QCOM Hedge Fund Activity: Q4 2013 in Review

1,557 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Qualcomm (QCOM) for Q4 2013, worth a combined $99.2B — up 10% from $90B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new QCOM positions and 55 closed out — a net gain of 165 holders — while 642 added to existing stakes and 569 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $979M. The largest seller was Bank of New York Mellon, cutting an estimated $344M.

  • 1,557 institutional investors held Qualcomm (QCOM) as of Q4 2013, up from 1,408 in Q3 2013.
  • Funds reported $99.2B of Qualcomm stock for Q4 2013, up 10% quarter-over-quarter.
  • 220 funds opened new Qualcomm positions in Q4 2013 and 55 closed out, a net change of +165 holders.
  • The largest Qualcomm buyer in Q4 2013 was Wellington Management Group, an estimated $979M added.
  • The largest Qualcomm seller in Q4 2013 was Bank of New York Mellon, an estimated $344M sold.

Based on aggregated 13F filings for Q4 2013.