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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
HR
1501
Howe & Rusling
New York
$73K -$103K -1,458 -60%
TFA
1502
Transamerica Financial Advisors
Florida
$70K -$6.91K -98 -9%
NYLT
1503
New York Life Trust
New York
$70K -$3.81K -54 -5%
KPCM
1504
Kings Point Capital Management
New York
$63K
BCM
1505
Blume Capital Management
California
$63K +$60.2K +854 New
HI
1506
Hudock Inc
Pennsylvania
$61K +$49.4K +700 +588%
ZTNA
1507
Zions Trust National Association
Utah
$57K +$7.05K +100 +15%
TCM
1508
Tributary Capital Management
Nebraska
$50K -$896K -12,700 -95%
VCM
1509
Vigilant Capital Management
Maine
$50K
MPWT
1510
MassMutual Private Wealth & Trust
Connecticut
$48.8K +$46.3K +657 New
MUMSS
1511
Mitsubishi UFJ Morgan Stanley Securities
Japan
$48K -$61.4K -870 -57%
KCPG
1512
Kavar Capital Partners Group
Kansas
$48K +$45.8K +650 New
ST
1513
SpiderRock Trading
Illinois
$44K
EWM
1514
Elite Wealth Management
Washington
$42K -$155K -2,198 -80%
JFA
1515
JNBA Financial Advisors
Minnesota
$41K
IWC
1516
Integrated Wealth Counsel
California
$40K
HCM
1517
Horrell Capital Management
Arkansas
$37K
PR
1518
Payden & Rygel
California
$37K
LOCC
1519
Lombard Odier & Cie (Canada)
Quebec, Canada
$37K +$35.3K +500 New
CP
1520
Corbenic Partners
Pennsylvania
$34K
GXMC
1521
Global X Management Company
New York
$34K
CAL
1522
Capital Advisors Ltd
Ohio
$33K +$31.8K +451 New
NC
1523
NewSquare Capital
Pennsylvania
$32K
KFP
1524
Keystone Financial Planning
Ohio
$32K +$30.1K +427 New
HDIM
1525
Hanson & Doremus Investment Management
Vermont
$32K +$30.5K +433 New

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.