The cluster is dominated by small asset managers with no activist or high-conviction active value funds. The net selling and lack of insider buying suggest institutions are reducing exposure ahead of the next earnings report. Monitor Q4 2026 results for any fundamental catalyst that could shift sentiment.
Executive Summary
Institutional activity in Skyworks Solutions during Q3 2026 shows a mixed net conviction: two asset managers added positions totaling $4.8M in current holdings (net +$3.2M), while four sellers reduced holdings by $12.9M. The net selling pressure of $9.7M and the absence of insider buying suggest cautious positioning ahead of the company's next earnings report.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$9.7M
▲ Buyers (2)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | DOUBLED | +154.8% | $4.7M | $3.2M |
| Atwood & Palmer | ADD | +71.2% | $51.0K | $28.0K |
▼ Sellers (4)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | TRIM | -60.9% | $16.4M | -$8.3M |
| Pensiondanmark Pensionsforsikringsaktieselskab | NEAR_EXIT | -86.7% | $2.8M | -$2.3M |
| Exchange Traded Concepts | NEAR_EXIT | -80.2% | $2.8M | -$2.1M |
| Sumitomo Mitsui Trust Group | TRIM | -35% | $948.0K | -$171.0K |
Key Facts
- 2 buyers added $3.2M in net value, led by Wealth Enhancement Advisory Services doubling its position to $4.7M
- 4 sellers reduced holdings by $12.9M, with Assenagon Asset Management trimming $8.3M
- Net institutional outflow of approximately $9.7M
- No open-market insider buying in the 30-day window before the snapshot
- Top holders include BlackRock ($1.4B), Pzena Investment Management ($1.1B), and T. Rowe Price ($794M)
Financial Impact
Net institutional selling of approximately $9.7M (buyers added $3.2M, sellers reduced $12.9M)
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- All participants are small asset managers; no large active value or activist funds present
- Net selling is modest relative to Skyworks' $12.7B market cap (less than 0.1% of float)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-SWKS-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $86.32 | awaiting T+5 | awaiting T+5 | No price |
Oct 29, 2026 3d ago | Institutional Cluster | $89.43 | awaiting T+5 | awaiting T+5 | No price |
Oct 27, 2026 5d ago | SC 13G/A | $87.23 | awaiting T+5 | awaiting T+5 | No price |
Oct 19, 2026 13d ago | SC 13G/A | $80.23 $83.34 | ▲ +3.88% | ▲ +4.02% | No price |
Oct 7, 2026 25d ago | 3 | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | No price |
Oct 7, 2026 25d ago | 3 | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | No price |
Oct 7, 2026 25d ago | 3 | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | No price |
Oct 7, 2026 25d ago | 3 | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | No price |
Oct 7, 2026 25d ago | 8-K | $80.75 $79.10 | ▼ −2.04% | ▼ −1.77% | No price |
Oct 7, 2026 25d ago | SC 13G | $83.43 $76.89 | ▼ −7.84% | ▼ −6.86% | No price |
US Market Status
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