Skyworks Solutions
SWKS
974 hedge funds and large institutions have $19.6B invested in Skyworks Solutions in 2020 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 366 increasing their positions, 324 reducing their positions, and 67 closing their positions.
145% more first-time investments, than exits
New positions opened: 164 | Existing positions closed: 67
13% more repeat investments, than reductions
Existing positions increased: 366 | Existing positions reduced: 324
10% more funds holding
Funds holding: 888 → 974 (+86)
4% more capital invested
Capital invested by funds: $18.8B → $19.6B (+$786M)
0.85% less ownership
Funds ownership: 77.49% → 76.64% (-0.85%)
19% less call options, than puts
Call options by funds: $464M | Put options by funds: $575M
29% less funds holding in top 10
Funds holding in top 10: 24 → 17 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$156M |
| 2 |
BlackRock
New York
|
+$95.7M |
| 3 |
Select Equity Group
New York
|
+$70.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$57.9M |
| 5 |
Morgan Stanley
New York
|
+$51.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$236M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$120M |
| 3 |
JP Morgan Chase
New York
|
-$119M |
| 4 |
Goldman Sachs
New York
|
-$107M |
| 5 |
CMG
Cavalry Management Group
San Francisco,
California
|
-$85.4M |
SWKS Hedge Fund Activity: Q4 2020 in Review
974 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Skyworks Solutions (SWKS) for Q4 2020, worth a combined $19.6B — up 4.2% from $18.8B a quarter earlier.
Buyers outnumbered sellers: 164 funds opened new SWKS positions and 67 closed out — a net gain of 97 holders — while 366 added to existing stakes and 324 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $156M. The largest seller was Vulcan Value Partners, cutting an estimated $236M.
- 974 institutional investors held Skyworks Solutions (SWKS) as of Q4 2020, up from 888 in Q3 2020.
- Funds reported $19.6B of Skyworks Solutions stock for Q4 2020, up 4.2% quarter-over-quarter.
- 164 funds opened new Skyworks Solutions positions in Q4 2020 and 67 closed out, a net change of +97 holders.
- The largest Skyworks Solutions buyer in Q4 2020 was Wellington Management Group, an estimated $156M added.
- The largest Skyworks Solutions seller in Q4 2020 was Vulcan Value Partners, an estimated $236M sold.
Based on aggregated 13F filings for Q4 2020.