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Skyworks Solutions

686 hedge funds and large institutions have $15B invested in Skyworks Solutions in 2017 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 230 increasing their positions, 270 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more funds holding in top 10

Funds holding in top 10: 623 (+17)

59% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 63

28% more capital invested

Capital invested by funds: $11.6B → $15B (+$3.31B)

4% more funds holding

Funds holding: 658686 (+28)

4% less call options, than puts

Call options by funds: $301M | Put options by funds: $313M

1.02% less ownership

Funds ownership: 83.53%82.52% (-1%)

15% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 270

Holders
686
Holders Change
+28
Holders Change %
+4.26%
% of All Funds
17.08%
Holding in Top 10
23
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+283.33%
% of All Funds
0.57%
New
100
Increased
230
Reduced
270
Closed
63
Calls
$301M
Puts
$313M
Net Calls
-$12.2M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.26B +$313K +3,432 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.75B +$42.6M +466,480 +3%
BlackRock
3
BlackRock
New York
$1.18B +$1.07B +11,673,555 +3,071%
State Street
4
State Street
Massachusetts
$758M +$3.55M +38,898 +0.5%
Lazard Asset Management
5
Lazard Asset Management
New York
$625M -$52.5M -575,190 -8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$479M -$38.2M -418,609 -8%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$333M -$3.76M -41,170 -1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$250M -$34.9M -382,006 -13%
MNA
9
Manning & Napier Advisors
New York
$242M -$195M -2,134,224 -46%
VVP
10
Vulcan Value Partners
Alabama
$233M -$146M -1,598,115 -40%
Ameriprise
11
Ameriprise
Minnesota
$219M -$93M -1,019,183 -31%
Victory Capital Management
12
Victory Capital Management
Texas
$217M +$36.2K +397 +0%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$212M +$17.3M +189,313 +10%
Invesco
14
Invesco
Georgia
$208M -$6.12M -67,010 -3%
Winslow Capital Management
15
Winslow Capital Management
Minnesota
$205M +$191M +2,096,215 New
Bank of America
16
Bank of America
North Carolina
$201M +$21.8M +239,248 +13%
Northern Trust
17
Northern Trust
Illinois
$201M +$1.33M +14,541 +0.7%
Norges Bank
18
Norges Bank
Norway
$174M -$2.25M -24,664 -1%
AQR Capital Management
19
AQR Capital Management
Connecticut
$138M +$74.6M +817,721 +139%
Allianz Asset Management
20
Allianz Asset Management
Germany
$113M +$38.2M +418,207 +57%
Deutsche Bank
21
Deutsche Bank
Germany
$110M +$127K +1,394 +0.1%
PIM
22
Platinum Investment Management
Australia
$109M -$11.4M -124,900 -10%
UBS AM
23
UBS AM
Illinois
$105M -$6.89M -75,444 -7%
SDJVC
24
St. Denis J. Villere & Co
Louisiana
$104M +$155K +1,698 +0.2%
TCIM
25
TIAA CREF Investment Management
New York
$104M -$1.15M -12,549 -1%

SWKS Hedge Fund Activity: Q1 2017 in Review

686 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Skyworks Solutions (SWKS) for Q1 2017, worth a combined $15B — up 28% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new SWKS positions and 63 closed out — a net gain of 37 holders — while 230 added to existing stakes and 270 trimmed.

The largest buyer was BlackRock, adding an estimated $1.07B. The largest seller was Manning & Napier Advisors, cutting an estimated $195M.

  • 686 institutional investors held Skyworks Solutions (SWKS) as of Q1 2017, up from 658 in Q4 2016.
  • Funds reported $15B of Skyworks Solutions stock for Q1 2017, up 28% quarter-over-quarter.
  • 100 funds opened new Skyworks Solutions positions in Q1 2017 and 63 closed out, a net change of +37 holders.
  • The largest Skyworks Solutions buyer in Q1 2017 was BlackRock, an estimated $1.07B added.
  • The largest Skyworks Solutions seller in Q1 2017 was Manning & Napier Advisors, an estimated $195M sold.

Based on aggregated 13F filings for Q1 2017.