Skyworks Solutions
SWKS
801 hedge funds and large institutions have $16.8B invested in Skyworks Solutions in 2019 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 234 increasing their positions, 265 reducing their positions, and 53 closing their positions.
475% more funds holding in top 10
Funds holding in top 10: 4 → 23 (+19)
258% more first-time investments, than exits
New positions opened: 190 | Existing positions closed: 53
48% more capital invested
Capital invested by funds: $11.4B → $16.8B (+$5.44B)
18% more funds holding
Funds holding: 679 → 801 (+122)
5% less call options, than puts
Call options by funds: $508M | Put options by funds: $535M
2.01% less ownership
Funds ownership: 83.61% → 81.61% (-2%)
12% less repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 265
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$86.7M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$58.5M |
| 3 |
EARNEST Partners
Atlanta,
Georgia
|
+$51.9M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$38.5M |
| 5 |
BlackRock
New York
|
+$37.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$242M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$218M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$166M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$133M |
| 5 |
DnB Asset Management
Oslo,
Norway
|
-$73.8M |
SWKS Hedge Fund Activity: Q4 2019 in Review
801 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Skyworks Solutions (SWKS) for Q4 2019, worth a combined $16.8B — up 48% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 190 funds opened new SWKS positions and 53 closed out — a net gain of 137 holders — while 234 added to existing stakes and 265 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $86.7M. The largest seller was Vulcan Value Partners, cutting an estimated $242M.
- 801 institutional investors held Skyworks Solutions (SWKS) as of Q4 2019, up from 679 in Q3 2019.
- Funds reported $16.8B of Skyworks Solutions stock for Q4 2019, up 48% quarter-over-quarter.
- 190 funds opened new Skyworks Solutions positions in Q4 2019 and 53 closed out, a net change of +137 holders.
- The largest Skyworks Solutions buyer in Q4 2019 was T. Rowe Price Associates, an estimated $86.7M added.
- The largest Skyworks Solutions seller in Q4 2019 was Vulcan Value Partners, an estimated $242M sold.
Based on aggregated 13F filings for Q4 2019.