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Qualcomm

2,101 hedge funds and large institutions have $110B invested in Qualcomm in 2021 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 953 increasing their positions, 743 reducing their positions, and 189 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 953 | Existing positions reduced: 743

6% less first-time investments, than exits

New positions opened: 178 | Existing positions closed: 189

2% less funds holding

Funds holding: 2,1362,101 (-35)

3.01% less ownership

Funds ownership: 76.14%73.13% (-3%)

16% less capital invested

Capital invested by funds: $131B → $110B (-$21.4B)

36% less call options, than puts

Call options by funds: $2.92B | Put options by funds: $4.53B

42% less funds holding in top 10

Funds holding in top 10: 185108 (-77)

Holders
2,101
Holders Change
-35
Holders Change %
-1.64%
% of All Funds
36.89%
Holding in Top 10
108
Holding in Top 10 Change
-77
Holding in Top 10 Change %
-41.62%
% of All Funds
1.9%
New
178
Increased
953
Reduced
743
Closed
189
Calls
$2.92B
Puts
$4.53B
Net Calls
-$1.62B
Net Calls Change
+$531M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1876
Octavia Wealth Advisors
Ohio
$211K
RFO
1877
RiverGlades Family Offices
Florida
$211K +$230K +1,591 New
PCG
1878
Private Capital Group
Connecticut
$210K -$120K -831 -34%
T
1879
TRUADVICE
Florida
$209K +$8.65K +60 +4%
LFG
1880
Larson Financial Group
Missouri
$209K +$11.3K +78 +5%
WA
1881
Waverly Advisors
Alabama
$209K +$228K +1,578 New
TAM
1882
Townsend Asset Management
North Carolina
$208K
CIA
1883
Compass Ion Advisors
Pennsylvania
$208K +$7.5K +52 +3%
MF
1884
Montis Financial
Massachusetts
$207K
CAWM
1885
Capital Advisors Wealth Management
Washington
$207K +$225K +1,558 New
NW
1886
NewEdge Wealth
Pennsylvania
$207K +$225K +1,563 New
SFA
1887
Souders Financial Advisors
Ohio
$207K +$225K +1,563 New
MPW
1888
Monterey Private Wealth
California
$206K +$577 +4 +0.3%
AFA
1889
Atlanta Financial Associates
Georgia
$204K
DSN
1890
D. Scott Neal
Kentucky
$204K
KLI
1891
Kelman-Lazarov Inc
Tennessee
$204K
KA
1892
Klingman & Associates
New York
$203K -$2.6K -18 -1%
FWM
1893
Fairhaven Wealth Management
Illinois
$202K +$24.5K +170 +13%
OWA
1894
One Wealth Advisors
California
$201K -$97.5K -676 -31%
BWM
1895
Baystate Wealth Management
Massachusetts
$201K
CPC
1896
Cookson Peirce & Co
Pennsylvania
$200K -$58.9K -408 -21%
SAM
1897
S.A. Mason
Michigan
$200K +$131K +910 +152%
TCM
1898
Tradewinds Capital Management
Washington
$199K +$2.88K +20 +1%
BWL
1899
Bogart Wealth LLC
Virginia
$192K -$25.7K -178 -11%
MIM
1900
Miller Investment Management
Pennsylvania
$192K