Skyworks Solutions
SWKS
686 hedge funds and large institutions have $10.9B invested in Skyworks Solutions in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 271 increasing their positions, 245 reducing their positions, and 95 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 245
0.39% less ownership
Funds ownership: 81.72% → 81.33% (-0.39%)
6% less funds holding
Funds holding: 731 → 686 (-45)
7% less capital invested
Capital invested by funds: $11.7B → $10.9B (-$875M)
36% less call options, than puts
Call options by funds: $207M | Put options by funds: $326M
37% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 95
50% less funds holding in top 10
Funds holding in top 10: 10 → 5 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$83.6M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$80.7M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$74M |
| 4 |
Lazard Asset Management
New York
|
+$72.9M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$61.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$109M |
| 2 |
Renaissance Technologies
New York
|
-$48.1M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$42.8M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$42.6M |
| 5 |
BS
Banco Santander
Madrid,
Spain
|
-$41.4M |
SWKS Hedge Fund Activity: Q2 2019 in Review
686 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Skyworks Solutions (SWKS) for Q2 2019, worth a combined $10.9B — down 7.5% from $11.7B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of SWKS and 60 opened new positions — a net loss of 35 holders — while 245 trimmed existing stakes and 271 added.
The largest buyer was Fidelity Investments, adding an estimated $83.6M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $109M sold.
- 686 institutional investors held Skyworks Solutions (SWKS) as of Q2 2019, down from 731 in Q1 2019.
- Funds reported $10.9B of Skyworks Solutions stock for Q2 2019, down 7.5% quarter-over-quarter.
- 60 funds opened new Skyworks Solutions positions in Q2 2019 and 95 closed out, a net change of -35 holders.
- The largest Skyworks Solutions buyer in Q2 2019 was Fidelity Investments, an estimated $83.6M added.
- The largest Skyworks Solutions seller in Q2 2019 was Alyeska Investment Group, an estimated $109M sold.
Based on aggregated 13F filings for Q2 2019.