Skyworks Solutions
SWKS
430 hedge funds and large institutions have $5.71B invested in Skyworks Solutions in 2014 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 138 increasing their positions, 149 reducing their positions, and 45 closing their positions.
136% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 45
114% more funds holding in top 10
Funds holding in top 10: 7 → 15 (+8)
28% more capital invested
Capital invested by funds: $4.47B → $5.71B (+$1.24B)
15% more funds holding
Funds holding: 374 → 430 (+56)
0% less call options, than puts
Call options by funds: $93.3M | Put options by funds: $93.5M
7% less repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 149
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$71.8M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$63.6M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$51.5M |
| 4 |
ACM
Argent Capital Management
St Louis,
Missouri
|
+$27.4M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$26.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$310M |
| 2 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$91M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$89.6M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$43.2M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$40M |
SWKS Hedge Fund Activity: Q1 2014 in Review
430 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Skyworks Solutions (SWKS) for Q1 2014, worth a combined $5.71B — up 28% from $4.47B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new SWKS positions and 45 closed out — a net gain of 61 holders — while 138 added to existing stakes and 149 trimmed.
The largest buyer was Westwood Holdings Group, adding an estimated $71.8M. The largest seller was Fidelity Investments, cutting an estimated $310M.
- 430 institutional investors held Skyworks Solutions (SWKS) as of Q1 2014, up from 374 in Q4 2013.
- Funds reported $5.71B of Skyworks Solutions stock for Q1 2014, up 28% quarter-over-quarter.
- 106 funds opened new Skyworks Solutions positions in Q1 2014 and 45 closed out, a net change of +61 holders.
- The largest Skyworks Solutions buyer in Q1 2014 was Westwood Holdings Group, an estimated $71.8M added.
- The largest Skyworks Solutions seller in Q1 2014 was Fidelity Investments, an estimated $310M sold.
Based on aggregated 13F filings for Q1 2014.