Skyworks Solutions
SWKS
911 hedge funds and large institutions have $15.4B invested in Skyworks Solutions in 2023 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 285 increasing their positions, 375 reducing their positions, and 75 closing their positions.
80% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 75
18% more capital invested
Capital invested by funds: $13B → $15.4B (+$2.39B)
6% more funds holding
Funds holding: 860 → 911 (+51)
2.9% more ownership
Funds ownership: 82.71% → 85.61% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
6% less call options, than puts
Call options by funds: $345M | Put options by funds: $365M
24% less repeat investments, than reductions
Existing positions increased: 285 | Existing positions reduced: 375
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$263M |
| 2 |
BlackRock
New York
|
+$103M |
| 3 |
Barclays
London,
United Kingdom
|
+$97.3M |
| 4 |
Millennium Management
New York
|
+$69M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$45.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$174M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$46.2M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$35.6M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$33.3M |
| 5 |
WP
Woodline Partners
San Francisco,
California
|
-$31M |
SWKS Hedge Fund Activity: Q4 2023 in Review
911 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Skyworks Solutions (SWKS) for Q4 2023, worth a combined $15.4B — up 18% from $13B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new SWKS positions and 75 closed out — a net gain of 60 holders — while 285 added to existing stakes and 375 trimmed.
The largest buyer was Pzena Investment Management, opening a new position worth an estimated $263M. The largest seller was Fidelity Investments, cutting an estimated $174M.
- 911 institutional investors held Skyworks Solutions (SWKS) as of Q4 2023, up from 860 in Q3 2023.
- Funds reported $15.4B of Skyworks Solutions stock for Q4 2023, up 18% quarter-over-quarter.
- 135 funds opened new Skyworks Solutions positions in Q4 2023 and 75 closed out, a net change of +60 holders.
- The largest Skyworks Solutions buyer in Q4 2023 was Pzena Investment Management, an estimated $263M added.
- The largest Skyworks Solutions seller in Q4 2023 was Fidelity Investments, an estimated $174M sold.
Based on aggregated 13F filings for Q4 2023.