Skyworks Solutions
SWKS
890 hedge funds and large institutions have $14.6B invested in Skyworks Solutions in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 325 increasing their positions, 338 reducing their positions, and 121 closing their positions.
2.45% more ownership
Funds ownership: 80.31% → 82.76% (+2.5%)
3% less capital invested
Capital invested by funds: $15B → $14.6B (-$380M)
4% less repeat investments, than reductions
Existing positions increased: 325 | Existing positions reduced: 338
5% less funds holding
Funds holding: 933 → 890 (-43)
32% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 121
35% less call options, than puts
Call options by funds: $282M | Put options by funds: $433M
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$355M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$134M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$108M |
| 4 |
DnB Asset Management
Oslo,
Norway
|
+$83.8M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$69.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$98.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$96.2M |
| 3 |
BG
Baupost Group
Boston,
Massachusetts
|
-$83M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
-$53.7M |
| 5 |
CAM
Contour Asset Management
New York
|
-$52.8M |
SWKS Hedge Fund Activity: Q2 2023 in Review
890 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Skyworks Solutions (SWKS) for Q2 2023, worth a combined $14.6B — down 2.5% from $15B a quarter earlier.
Sellers outnumbered buyers: 121 funds closed out of SWKS and 82 opened new positions — a net loss of 39 holders — while 338 trimmed existing stakes and 325 added.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $355M. The largest seller was Millennium Management, cutting an estimated $98.1M.
- 890 institutional investors held Skyworks Solutions (SWKS) as of Q2 2023, down from 933 in Q1 2023.
- Funds reported $14.6B of Skyworks Solutions stock for Q2 2023, down 2.5% quarter-over-quarter.
- 82 funds opened new Skyworks Solutions positions in Q2 2023 and 121 closed out, a net change of -39 holders.
- The largest Skyworks Solutions buyer in Q2 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $355M added.
- The largest Skyworks Solutions seller in Q2 2023 was Millennium Management, an estimated $98.1M sold.
Based on aggregated 13F filings for Q2 2023.