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Qualcomm

2,136 hedge funds and large institutions have $131B invested in Qualcomm in 2020 Q4 according to their latest regulatory filings, with 362 funds opening new positions, 798 increasing their positions, 766 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more first-time investments, than exits

New positions opened: 362 | Existing positions closed: 76

33% more funds holding in top 10

Funds holding in top 10: 139185 (+46)

30% more capital invested

Capital invested by funds: $101B → $131B (+$30.1B)

14% more funds holding

Funds holding: 1,8802,136 (+256)

4% more repeat investments, than reductions

Existing positions increased: 798 | Existing positions reduced: 766

0.19% less ownership

Funds ownership: 76.33%76.14% (-0.19%)

46% less call options, than puts

Call options by funds: $2.53B | Put options by funds: $4.68B

Holders
2,136
Holders Change
+256
Holders Change %
+13.62%
% of All Funds
37.8%
Holding in Top 10
185
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+33.09%
% of All Funds
3.27%
New
362
Increased
798
Reduced
766
Closed
76
Calls
$2.53B
Puts
$4.68B
Net Calls
-$2.15B
Net Calls Change
-$1.3B
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$15.8B +$17.3M +124,216 +0.1%
BlackRock
2
BlackRock
New York
$12.2B +$587M +4,217,822 +6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.68B +$258M +1,855,061 +3%
State Street
4
State Street
Massachusetts
$7.21B +$29.4M +210,921 +0.4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$5.82B -$1.5B -10,757,286 -22%
Invesco
6
Invesco
Georgia
$3.04B -$72.8M -522,521 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.62B +$33.8M +242,795 +1%
Bank of America
8
Bank of America
North Carolina
$2.35B +$91.9M +659,604 +4%
Northern Trust
9
Northern Trust
Illinois
$2.35B +$1.68M +12,035 +0.1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.33B -$377M -2,707,952 -15%
JP Morgan Chase
11
JP Morgan Chase
New York
$2.33B +$452M +3,247,653 +27%
AllianceBernstein
12
AllianceBernstein
Tennessee
$2.02B +$440M +3,158,229 +31%
Primecap Management
13
Primecap Management
California
$1.76B -$844M -6,061,765 -34%
Norges Bank
14
Norges Bank
Norway
$1.64B -$31.5M -226,314 -2%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$1.62B -$92.3M -662,840 -6%
N
16
Nuveen
North Carolina
$1.54B -$37.4M -268,207 -3%
ClearBridge Investments
17
ClearBridge Investments
New York
$1.44B +$25M +179,412 +2%
Charles Schwab
18
Charles Schwab
California
$1.41B -$41.1M -295,113 -3%
Aristotle Capital Management
19
Aristotle Capital Management
California
$1.26B +$53M +380,345 +5%
AAMU
20
Amundi Asset Management US
Massachusetts
$1.17B +$121M +870,479 +13%
Legal & General Group
21
Legal & General Group
United Kingdom
$1.16B -$6.51M -46,727 -0.6%
Morgan Stanley
22
Morgan Stanley
New York
$1.15B +$148M +1,059,549 +16%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.07B +$38.6M +277,291 +4%
Capital International Investors
24
Capital International Investors
California
$907M -$121M -867,193 -13%
Deutsche Bank
25
Deutsche Bank
Germany
$897M +$74.2M +532,588 +10%

QCOM Hedge Fund Activity: Q4 2020 in Review

2,136 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Qualcomm (QCOM) for Q4 2020, worth a combined $131B — up 30% from $101B a quarter earlier.

Buyers outnumbered sellers: 362 funds opened new QCOM positions and 76 closed out — a net gain of 286 holders — while 798 added to existing stakes and 766 trimmed.

The largest buyer was BlackRock, adding an estimated $587M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.5B.

  • 2,136 institutional investors held Qualcomm (QCOM) as of Q4 2020, up from 1,880 in Q3 2020.
  • Funds reported $131B of Qualcomm stock for Q4 2020, up 30% quarter-over-quarter.
  • 362 funds opened new Qualcomm positions in Q4 2020 and 76 closed out, a net change of +286 holders.
  • The largest Qualcomm buyer in Q4 2020 was BlackRock, an estimated $587M added.
  • The largest Qualcomm seller in Q4 2020 was T. Rowe Price Associates, an estimated $1.5B sold.

Based on aggregated 13F filings for Q4 2020.