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SK Telecom

188 hedge funds and large institutions have $2.5B invested in SK Telecom in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 72 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 196188 (-8)

6.19% less ownership

Funds ownership: 75.74%69.56% (-6.2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less capital invested

Capital invested by funds: $3.06B → $2.5B (-$558M)

21% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 72

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $465K

Holders
188
Holders Change
-8
Holders Change %
-4.08%
% of All Funds
5.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
21
Increased
57
Reduced
72
Closed
27
Calls
$1K
Puts
$465K
Net Calls
-$464K
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
76
Two Sigma Investments
New York
$2.3M +$810K +17,431 +51%
Jane Street
77
Jane Street
New York
$2.27M -$368K -7,916 -13%
BFA
78
BlackRock Fund Advisors
California
$2.23M -$2.81M -60,493 -55%
Acadian Asset Management
79
Acadian Asset Management
Massachusetts
$2.22M +$2.32M +49,957 New
BA
80
BlackRock Advisors
Delaware
$2.17M +$87.7K +1,887 +4%
H
81
Hexavest
Quebec, Canada
$2.17M +$347K +7,472 +18%
Charles Schwab
82
Charles Schwab
California
$2.05M -$275K -5,926 -11%
ClearBridge Investments
83
ClearBridge Investments
New York
$2.02M -$319K -6,878 -13%
IMAS
84
ID Management A/S
Denmark
$2M -$1.08M -23,258 -34%
GH
85
GAM Holding
Switzerland
$1.84M
CAM
86
Capstone Asset Management
Texas
$1.61M +$545K +11,728 +48%
Franklin Resources
87
Franklin Resources
California
$1.55M +$1.22M +26,162 +300%
TG
88
TCW Group
California
$1.53M
MNA
89
Manning & Napier Advisors
New York
$1.47M +$85.2K +1,835 +6%
Prudential Financial
90
Prudential Financial
New Jersey
$1.46M
SAS
91
Spectrum Advisory Services
Georgia
$1.39M +$56.4K +1,214 +4%
Comerica Bank
92
Comerica Bank
Texas
$1.36M +$712K +15,330 +101%
SC
93
Saturna Capital
Washington
$1.3M +$5.67K +122 +0.4%
FMT
94
First Mercantile Trust
Tennessee
$1.19M -$162K -3,486 -12%
Millennium Management
95
Millennium Management
New York
$1.19M +$1.24M +26,744 New
ACI
96
AMP Capital Investors
Australia
$1.18M
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$1.04M -$591K -12,713 -35%
Norges Bank
98
Norges Bank
Norway
$1.04M
Baillie Gifford & Co
99
Baillie Gifford & Co
United Kingdom
$1M
Schroder Investment Management Group
100
Schroder Investment Management Group
United Kingdom
$948K -$1.2M -25,750 -55%

SKM Hedge Fund Activity: Q4 2014 in Review

188 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in SK Telecom (SKM) for Q4 2014, worth a combined $2.5B — down 18% from $3.06B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SKM and 21 opened new positions — a net loss of 6 holders — while 72 trimmed existing stakes and 57 added.

The largest buyer was Janus Henderson Group, adding an estimated $41.5M. The largest seller was Sarasin & Partners, cutting an estimated $126M.

  • 188 institutional investors held SK Telecom (SKM) as of Q4 2014, down from 196 in Q3 2014.
  • Funds reported $2.5B of SK Telecom stock for Q4 2014, down 18% quarter-over-quarter.
  • 21 funds opened new SK Telecom positions in Q4 2014 and 27 closed out, a net change of -6 holders.
  • The largest SK Telecom buyer in Q4 2014 was Janus Henderson Group, an estimated $41.5M added.
  • The largest SK Telecom seller in Q4 2014 was Sarasin & Partners, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2014.