Skyworks Solutions
SWKS
934 hedge funds and large institutions have $15B invested in Skyworks Solutions in 2023 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 323 increasing their positions, 313 reducing their positions, and 87 closing their positions.
77% more first-time investments, than exits
New positions opened: 154 | Existing positions closed: 87
35% more capital invested
Capital invested by funds: $11.1B → $15B (+$3.86B)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
14% more call options, than puts
Call options by funds: $337M | Put options by funds: $296M
6% more funds holding
Funds holding: 885 → 934 (+49)
4.2% more ownership
Funds ownership: 76.11% → 80.31% (+4.2%)
3% more repeat investments, than reductions
Existing positions increased: 323 | Existing positions reduced: 313
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$284M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$262M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$139M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$132M |
| 5 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
+$97.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$147M |
| 2 |
D.E. Shaw & Co
New York
|
-$99.8M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$98.7M |
| 4 |
Man Group
London,
United Kingdom
|
-$97M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$84.2M |
SWKS Hedge Fund Activity: Q1 2023 in Review
934 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Skyworks Solutions (SWKS) for Q1 2023, worth a combined $15B — up 35% from $11.1B a quarter earlier.
Buyers outnumbered sellers: 154 funds opened new SWKS positions and 87 closed out — a net gain of 67 holders — while 323 added to existing stakes and 313 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $284M. The largest seller was Millennium Management, cutting an estimated $147M.
- 934 institutional investors held Skyworks Solutions (SWKS) as of Q1 2023, up from 885 in Q4 2022.
- Funds reported $15B of Skyworks Solutions stock for Q1 2023, up 35% quarter-over-quarter.
- 154 funds opened new Skyworks Solutions positions in Q1 2023 and 87 closed out, a net change of +67 holders.
- The largest Skyworks Solutions buyer in Q1 2023 was T. Rowe Price Associates, an estimated $284M added.
- The largest Skyworks Solutions seller in Q1 2023 was Millennium Management, an estimated $147M sold.
Based on aggregated 13F filings for Q1 2023.