Skyworks Solutions
SWKS
1,013 hedge funds and large institutions have $23B invested in Skyworks Solutions in 2021 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 391 increasing their positions, 339 reducing their positions, and 90 closing their positions.
50% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 90
18% more capital invested
Capital invested by funds: $19.4B → $23B (+$3.58B)
15% more repeat investments, than reductions
Existing positions increased: 391 | Existing positions reduced: 339
4% more funds holding
Funds holding: 975 → 1,013 (+38)
0.43% less ownership
Funds ownership: 76.48% → 76.05% (-0.43%)
6% less funds holding in top 10
Funds holding in top 10: 17 → 16 (-1)
63% less call options, than puts
Call options by funds: $462M | Put options by funds: $1.24B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$169M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$70.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$68.3M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
+$67.6M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$66.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
-$266M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$99.2M |
| 3 |
EPFB
Employees Provident Fund Board
Shah Alam,
Malaysia
|
-$64.1M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$56.5M |
| 5 |
Two Sigma Investments
New York
|
-$56.1M |
SWKS Hedge Fund Activity: Q1 2021 in Review
1,013 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Skyworks Solutions (SWKS) for Q1 2021, worth a combined $23B — up 18% from $19.4B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new SWKS positions and 90 closed out — a net gain of 45 holders — while 391 added to existing stakes and 339 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $169M. The largest seller was Nuveen, cutting an estimated $266M.
- 1,013 institutional investors held Skyworks Solutions (SWKS) as of Q1 2021, up from 975 in Q4 2020.
- Funds reported $23B of Skyworks Solutions stock for Q1 2021, up 18% quarter-over-quarter.
- 135 funds opened new Skyworks Solutions positions in Q1 2021 and 90 closed out, a net change of +45 holders.
- The largest Skyworks Solutions buyer in Q1 2021 was Fidelity Investments, an estimated $169M added.
- The largest Skyworks Solutions seller in Q1 2021 was Nuveen, an estimated $266M sold.
Based on aggregated 13F filings for Q1 2021.