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SK Telecom

153 hedge funds and large institutions have $456M invested in SK Telecom in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

6% more funds holding

Funds holding: 145153 (+8)

1% more capital invested

Capital invested by funds: $450M → $456M (+$6.35M)

0.51% less ownership

Funds ownership: 10.65%10.14% (-0.51%)

23% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 61

88% less call options, than puts

Call options by funds: $18K | Put options by funds: $154K

Holders
153
Holders Change
+8
Holders Change %
+5.52%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
47
Reduced
61
Closed
17
Calls
$18K
Puts
$154K
Net Calls
-$136K
Net Calls Change
-$116K
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
1
Macquarie Group
Australia
$90.3M -$465K -22,907 -0.5%
Bank of America
2
Bank of America
North Carolina
$47.1M -$15.8M -781,169 -25%
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$35.7M +$35.2M +1,735,001 New
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$31.5M -$31M -1,528,187 -50%
JP Morgan Chase
5
JP Morgan Chase
New York
$28.7M -$1.2M -59,399 -4%
Nordea Investment Management
6
Nordea Investment Management
Sweden
$15.9M +$574K +28,317 +4%
BlackRock
7
BlackRock
New York
$14.3M -$541K -26,672 -4%
Morgan Stanley
8
Morgan Stanley
New York
$13.5M -$2.58M -127,152 -16%
BCAM
9
Boston Common Asset Management
Massachusetts
$9.16M -$413K -20,389 -4%
Federated Hermes
10
Federated Hermes
Pennsylvania
$9.03M +$1.72M +84,633 +24%
Goldman Sachs
11
Goldman Sachs
New York
$8.05M -$1.65M -81,556 -17%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$7.33M +$927K +45,718 +15%
TWI
13
Thomas White International
Illinois
$7.19M +$591K +29,150 +9%
LSV Asset Management
14
LSV Asset Management
Illinois
$7.04M
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$6.37M +$6.27M +309,367 New
Canada Pension Plan Investment Board
16
Canada Pension Plan Investment Board
Ontario, Canada
$5.92M +$5.83M +287,600 New
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$5.56M +$3.19M +157,502 +140%
SAM
18
Silvercrest Asset Management
New York
$5.55M +$1.58M +77,978 +41%
Pacer Advisors
19
Pacer Advisors
Pennsylvania
$4.44M +$547K +26,951 +14%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$4.31M +$111K +5,465 +4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.22M +$539K +26,589 +15%
State Street
22
State Street
Massachusetts
$4.16M +$859K +42,341 +27%
CS
23
Credit Suisse
Switzerland
$4.15M +$132K +6,533 +3%
Deutsche Bank
24
Deutsche Bank
Germany
$4.14M +$507K +25,000 +14%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.13M -$9.68M -477,444 -70%

SKM Hedge Fund Activity: Q4 2022 in Review

153 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SK Telecom (SKM) for Q4 2022, worth a combined $456M — up 1.4% from $450M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SKM positions and 17 closed out — a net gain of 11 holders — while 47 added to existing stakes and 61 trimmed.

The largest buyer was Robeco Institutional Asset Management, opening a new position worth an estimated $35.2M. The largest seller was Janus Henderson Group, cutting an estimated $31M.

  • 153 institutional investors held SK Telecom (SKM) as of Q4 2022, up from 145 in Q3 2022.
  • Funds reported $456M of SK Telecom stock for Q4 2022, up 1.4% quarter-over-quarter.
  • 28 funds opened new SK Telecom positions in Q4 2022 and 17 closed out, a net change of +11 holders.
  • The largest SK Telecom buyer in Q4 2022 was Robeco Institutional Asset Management, an estimated $35.2M added.
  • The largest SK Telecom seller in Q4 2022 was Janus Henderson Group, an estimated $31M sold.

Based on aggregated 13F filings for Q4 2022.