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SK Telecom

145 hedge funds and large institutions have $450M invested in SK Telecom in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 49

0.56% less ownership

Funds ownership: 11.21%10.65% (-0.56%)

6% less funds holding

Funds holding: 154145 (-9)

17% less capital invested

Capital invested by funds: $543M → $450M (-$93.4M)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

40% less call options, than puts

Call options by funds: $30K | Put options by funds: $50K

Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
55
Reduced
49
Closed
26
Calls
$30K
Puts
$50K
Net Calls
-$20K
Net Calls Change
-$303K
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
1
Macquarie Group
Australia
$85M -$1.06M -49,137 -1%
Bank of America
2
Bank of America
North Carolina
$59.1M -$8.39M -387,702 -11%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$58.8M +$33.2M +1,533,836 +101%
JP Morgan Chase
4
JP Morgan Chase
New York
$28M +$88K +4,068 +0.3%
Morgan Stanley
5
Morgan Stanley
New York
$15.1M -$8.8M -406,844 -34%
Nordea Investment Management
6
Nordea Investment Management
Sweden
$14.3M -$1.81M -83,649 -10%
BlackRock
7
BlackRock
New York
$13.9M -$5.33M -246,215 -25%
Connor, Clark & Lunn Investment Management (CC&L)
8
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.1M -$5.46M -252,269 -27%
Goldman Sachs
9
Goldman Sachs
New York
$9.1M -$4.31M -199,197 -30%
BCAM
10
Boston Common Asset Management
Massachusetts
$8.96M +$196K +9,071 +2%
Federated Hermes
11
Federated Hermes
Pennsylvania
$6.82M +$429K +19,824 +6%
LSV Asset Management
12
LSV Asset Management
Illinois
$6.59M +$219K +10,134 +3%
TWI
13
Thomas White International
Illinois
$6.17M +$2.08M +96,235 +43%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$5.98M +$6.71M +310,307 New
CCM
15
Cullen Capital Management
New York
$5.28M -$199K -9,203 -3%
Vanguard Group
16
Vanguard Group
Pennsylvania
$4.93M -$4.3M -198,948 -44%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$4.68M -$21.9M -1,011,484 -81%
Grantham, Mayo, Van Otterloo & Co (GMO)
18
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.5M -$1.3M -60,100 -20%
CS
19
Credit Suisse
Switzerland
$3.76M +$4.22M +195,210 +3,253,500%
SAM
20
Silvercrest Asset Management
New York
$3.69M -$796K -36,814 -16%
Pacer Advisors
21
Pacer Advisors
Pennsylvania
$3.63M +$974K +45,031 +31%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$3.56M +$1.85M +85,398 +136%
PCM
23
Penserra Capital Management
California
$3.48M -$279K -12,890 -7%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.43M +$278K +12,838 +8%
Deutsche Bank
25
Deutsche Bank
Germany
$3.39M -$22 -1 -0%

SKM Hedge Fund Activity: Q3 2022 in Review

145 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SK Telecom (SKM) for Q3 2022, worth a combined $450M — down 17% from $543M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of SKM and 19 opened new positions — a net loss of 7 holders — while 49 trimmed existing stakes and 55 added.

The largest buyer was Janus Henderson Group, adding an estimated $33.2M. The largest seller was Arrowstreet Capital, cutting an estimated $21.9M.

  • 145 institutional investors held SK Telecom (SKM) as of Q3 2022, down from 154 in Q2 2022.
  • Funds reported $450M of SK Telecom stock for Q3 2022, down 17% quarter-over-quarter.
  • 19 funds opened new SK Telecom positions in Q3 2022 and 26 closed out, a net change of -7 holders.
  • The largest SK Telecom buyer in Q3 2022 was Janus Henderson Group, an estimated $33.2M added.
  • The largest SK Telecom seller in Q3 2022 was Arrowstreet Capital, an estimated $21.9M sold.

Based on aggregated 13F filings for Q3 2022.