Skyworks Solutions
SWKS
1,050 hedge funds and large institutions have $18.4B invested in Skyworks Solutions in 2021 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 368 increasing their positions, 389 reducing their positions, and 113 closing their positions.
37% more first-time investments, than exits
New positions opened: 155 | Existing positions closed: 113
3% more funds holding
Funds holding: 1,020 → 1,050 (+30)
5% less repeat investments, than reductions
Existing positions increased: 368 | Existing positions reduced: 389
2.23% less ownership
Funds ownership: 74.02% → 71.79% (-2.2%)
9% less capital invested
Capital invested by funds: $20.1B → $18.4B (-$1.71B)
42% less call options, than puts
Call options by funds: $489M | Put options by funds: $844M
50% less funds holding in top 10
Funds holding in top 10: 10 → 5 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$216M |
| 2 |
Man Group
London,
United Kingdom
|
+$118M |
| 3 |
Holocene Advisors
New York
|
+$92M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$83.8M |
| 5 |
Lazard Asset Management
New York
|
+$80.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$321M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$261M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$169M |
| 4 |
BlackRock
New York
|
-$165M |
| 5 |
Retirement Systems of Alabama
Montgomery,
Alabama
|
-$59.5M |
SWKS Hedge Fund Activity: Q4 2021 in Review
1,050 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Skyworks Solutions (SWKS) for Q4 2021, worth a combined $18.4B — down 8.5% from $20.1B a quarter earlier.
Buyers outnumbered sellers: 155 funds opened new SWKS positions and 113 closed out — a net gain of 42 holders — while 368 added to existing stakes and 389 trimmed.
The largest buyer was Vulcan Value Partners, adding an estimated $216M. The largest seller was Fidelity Investments, cutting an estimated $321M.
- 1,050 institutional investors held Skyworks Solutions (SWKS) as of Q4 2021, up from 1,020 in Q3 2021.
- Funds reported $18.4B of Skyworks Solutions stock for Q4 2021, down 8.5% quarter-over-quarter.
- 155 funds opened new Skyworks Solutions positions in Q4 2021 and 113 closed out, a net change of +42 holders.
- The largest Skyworks Solutions buyer in Q4 2021 was Vulcan Value Partners, an estimated $216M added.
- The largest Skyworks Solutions seller in Q4 2021 was Fidelity Investments, an estimated $321M sold.
Based on aggregated 13F filings for Q4 2021.