Skyworks Solutions
SWKS
856 hedge funds and large institutions have $16.8B invested in Skyworks Solutions in 2020 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 281 increasing their positions, 310 reducing their positions, and 60 closing their positions.
183% more first-time investments, than exits
New positions opened: 170 | Existing positions closed: 60
53% more funds holding in top 10
Funds holding in top 10: 15 → 23 (+8)
40% more capital invested
Capital invested by funds: $12B → $16.8B (+$4.77B)
14% more funds holding
Funds holding: 753 → 856 (+103)
0.63% less ownership
Funds ownership: 79.32% → 78.69% (-0.63%)
8% less call options, than puts
Call options by funds: $387M | Put options by funds: $419M
9% less repeat investments, than reductions
Existing positions increased: 281 | Existing positions reduced: 310
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
+$194M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$64.7M |
| 3 |
TC
Tairen Capital
Hong Kong
|
+$64.6M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$64.3M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$63.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$154M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$122M |
| 3 |
Lazard Asset Management
New York
|
-$117M |
| 4 |
BlackRock
New York
|
-$93.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$89M |
SWKS Hedge Fund Activity: Q2 2020 in Review
856 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Skyworks Solutions (SWKS) for Q2 2020, worth a combined $16.8B — up 40% from $12B a quarter earlier.
Buyers outnumbered sellers: 170 funds opened new SWKS positions and 60 closed out — a net gain of 110 holders — while 281 added to existing stakes and 310 trimmed.
The largest buyer was Nuveen, adding an estimated $194M. The largest seller was Vulcan Value Partners, cutting an estimated $154M.
- 856 institutional investors held Skyworks Solutions (SWKS) as of Q2 2020, up from 753 in Q1 2020.
- Funds reported $16.8B of Skyworks Solutions stock for Q2 2020, up 40% quarter-over-quarter.
- 170 funds opened new Skyworks Solutions positions in Q2 2020 and 60 closed out, a net change of +110 holders.
- The largest Skyworks Solutions buyer in Q2 2020 was Nuveen, an estimated $194M added.
- The largest Skyworks Solutions seller in Q2 2020 was Vulcan Value Partners, an estimated $154M sold.
Based on aggregated 13F filings for Q2 2020.