Skyworks Solutions
SWKS
747 hedge funds and large institutions have $14.4B invested in Skyworks Solutions in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 262 increasing their positions, 273 reducing their positions, and 70 closing their positions.
61% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 70
5% more funds holding
Funds holding: 711 → 747 (+36)
0.01% more ownership
Funds ownership: 82.95% → 82.96% (+0.01%)
4% less repeat investments, than reductions
Existing positions increased: 262 | Existing positions reduced: 273
7% less capital invested
Capital invested by funds: $15.5B → $14.4B (-$1.08B)
48% less call options, than puts
Call options by funds: $236M | Put options by funds: $453M
75% less funds holding in top 10
Funds holding in top 10: 12 → 3 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$142M |
| 2 |
Lazard Asset Management
New York
|
+$113M |
| 3 |
BlackRock
New York
|
+$112M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$91.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$76.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$221M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$171M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$138M |
| 4 |
SDJVC
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
-$109M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$108M |
SWKS Hedge Fund Activity: Q4 2017 in Review
747 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Skyworks Solutions (SWKS) for Q4 2017, worth a combined $14.4B — down 6.9% from $15.5B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new SWKS positions and 70 closed out — a net gain of 43 holders — while 262 added to existing stakes and 273 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $142M. The largest seller was Capital Research Global Investors, cutting an estimated $221M.
- 747 institutional investors held Skyworks Solutions (SWKS) as of Q4 2017, up from 711 in Q3 2017.
- Funds reported $14.4B of Skyworks Solutions stock for Q4 2017, down 6.9% quarter-over-quarter.
- 113 funds opened new Skyworks Solutions positions in Q4 2017 and 70 closed out, a net change of +43 holders.
- The largest Skyworks Solutions buyer in Q4 2017 was AQR Capital Management, an estimated $142M added.
- The largest Skyworks Solutions seller in Q4 2017 was Capital Research Global Investors, an estimated $221M sold.
Based on aggregated 13F filings for Q4 2017.