Skyworks Solutions
SWKS
888 hedge funds and large institutions have $18.8B invested in Skyworks Solutions in 2020 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 319 increasing their positions, 330 reducing their positions, and 70 closing their positions.
57% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 70
12% more capital invested
Capital invested by funds: $16.8B → $18.8B (+$2.01B)
4% more funds holding in top 10
Funds holding in top 10: 23 → 24 (+1)
4% more funds holding
Funds holding: 855 → 888 (+33)
3% less repeat investments, than reductions
Existing positions increased: 319 | Existing positions reduced: 330
6% less call options, than puts
Call options by funds: $467M | Put options by funds: $498M
1.28% less ownership
Funds ownership: 78.77% → 77.49% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$90.8M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$90.5M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$78.4M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$54.2M |
| 5 |
CMG
Cavalry Management Group
San Francisco,
California
|
+$50.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$168M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$161M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$158M |
| 4 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
-$95.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$69.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFG
951
Citizens Financial Group
Providence,
Rhode Island
| – | -$9K | -69 | Closed |
|
|
EC
952
Estate Counselors
Thiensville,
Wisconsin
| – | -$7K | -60 | Closed |
|
|
TFA
953
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$8K | -57 | Closed |
|
|
HFA
954
Hoover Financial Advisors
Malvern,
Pennsylvania
| – | -$6K | -50 | Closed |
|
|
WFMPM
955
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| – | -$6K | -50 | Closed |
|
|
BGIM
956
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| – | -$6K | -42 | Closed |
|
|
BL
957
Balentine LLC
Atlanta,
Georgia
| – | -$3K | -26 | Closed |
|
|
AAIM
958
Asset Advisors Investment Management
Augusta,
Georgia
| – | -$3K | -25 | Closed |
|
|
IWP
959
IAG Wealth Partners
Waukesha,
Wisconsin
| – | -$3K | -17 | Closed |
|
960
ClearBridge Investments
New York
| – | -$1K | -8 | Closed |
|
SWKS Hedge Fund Activity: Q3 2020 in Review
888 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Skyworks Solutions (SWKS) for Q3 2020, worth a combined $18.8B — up 12% from $16.8B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new SWKS positions and 70 closed out — a net gain of 40 holders — while 319 added to existing stakes and 330 trimmed.
The largest buyer was BlackRock, adding an estimated $90.8M. The largest seller was Vulcan Value Partners, cutting an estimated $168M.
- 888 institutional investors held Skyworks Solutions (SWKS) as of Q3 2020, up from 855 in Q2 2020.
- Funds reported $18.8B of Skyworks Solutions stock for Q3 2020, up 12% quarter-over-quarter.
- 110 funds opened new Skyworks Solutions positions in Q3 2020 and 70 closed out, a net change of +40 holders.
- The largest Skyworks Solutions buyer in Q3 2020 was BlackRock, an estimated $90.8M added.
- The largest Skyworks Solutions seller in Q3 2020 was Vulcan Value Partners, an estimated $168M sold.
Based on aggregated 13F filings for Q3 2020.