Skyworks Solutions
SWKS
753 hedge funds and large institutions have $12.2B invested in Skyworks Solutions in 2020 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 281 increasing their positions, 284 reducing their positions, and 134 closing their positions.
0% less call options, than puts
Call options by funds: $298M | Put options by funds: $298M
1% less repeat investments, than reductions
Existing positions increased: 281 | Existing positions reduced: 284
1.21% less ownership
Funds ownership: 81.61% → 80.4% (-1.2%)
6% less funds holding
Funds holding: 801 → 753 (-48)
28% less capital invested
Capital invested by funds: $16.8B → $12.2B (-$4.63B)
28% less first-time investments, than exits
New positions opened: 97 | Existing positions closed: 134
35% less funds holding in top 10
Funds holding in top 10: 23 → 15 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$207M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$164M |
| 3 |
BlackRock
New York
|
+$120M |
| 4 |
JP Morgan Chase
New York
|
+$102M |
| 5 |
Renaissance Technologies
New York
|
+$69.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$428M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$201M |
| 3 |
Lazard Asset Management
New York
|
-$195M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$119M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$95.4M |
SWKS Hedge Fund Activity: Q1 2020 in Review
753 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Skyworks Solutions (SWKS) for Q1 2020, worth a combined $12.2B — down 28% from $16.8B a quarter earlier.
Sellers outnumbered buyers: 134 funds closed out of SWKS and 97 opened new positions — a net loss of 37 holders — while 284 trimmed existing stakes and 281 added.
The largest buyer was Vulcan Value Partners, adding an estimated $207M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $428M sold.
- 753 institutional investors held Skyworks Solutions (SWKS) as of Q1 2020, down from 801 in Q4 2019.
- Funds reported $12.2B of Skyworks Solutions stock for Q1 2020, down 28% quarter-over-quarter.
- 97 funds opened new Skyworks Solutions positions in Q1 2020 and 134 closed out, a net change of -37 holders.
- The largest Skyworks Solutions buyer in Q1 2020 was Vulcan Value Partners, an estimated $207M added.
- The largest Skyworks Solutions seller in Q1 2020 was Capital Research Global Investors, an estimated $428M sold.
Based on aggregated 13F filings for Q1 2020.