Insights from 13F filing: Who's Buying and Who's Selling AMD Equity?

May 16, 2023

Insights from 13F filing: Who's Buying and Who's Selling AMD Equity?

Advanced Micro Devices, Inc. (AMD), a global semiconductor company, has been making waves in the technology sector. With facilities spanning the globe, AMD offers a range of products from x86 microprocessors to graphics, video, and multimedia products for various devices. Currently, the company employs approximately 8,900 individuals worldwide.

This blog post will delve into the key players who have been buying and selling AMD shares recently.

Meet the Top Buyers of AMD

Leading the pack of top AMD buyers is BlackRock Inc., with a 0.53% change in shares, totaling an investment of about $11.91 billion. Next in line is Jennison Associates LLC, a new entrant into AMD's shareholding, with an investment worth approximately $1.59 billion.

Goldman Sachs Group Inc. has increased its stake by 20.27%, investing around $634 million. Following closely is Pictet Asset Management SA, with a 44.06% change in shares, translating to an investment of about $443 million.

Other notable buyers include:

  • BNP Paribas Investment Partners S.A. increased its stake by 7.88% totaling $ 374.53 million.
  • Carmignac Gestion raised 10.42%  in shares, making their holdings $ 227.48 million.
  • Victory Capital Management Inc. current shares are worth $ 156.42 million (a 14.45% increase)
  • Los Angeles Capital Management & Equity Research Inc. significantly increased their shares by 74.47% totaling their investment to $ 53.16 million.
  • Shannon River Fund Management LLC showed a 358.35% change in shares, investing about $38 million.
  • Standard Life Aberdeen plc increased its stake by 4.59%, with a current value of around $76.55 million.

The Top Sellers of AMD

  • Renaissance Technologies LLC and Segantii Capital Management Ltd, Twin Tree Management, LP, and Wolverine Asset Management LLC have sold off their entire stakes in AMD.
  • Assenagon Asset Management S.A., despite selling off 53.08% of its shares, still holds around $187.64 million worth of AMD equity.
  • Other significant sellers include FengHe Fund Management Pte. Ltd., Westfield Capital Management Co LP, and Nordea Investment Management AB, with changes in shares ranging from -43.45% to -95.62%.
  • DnB Asset Management AS and ClariVest Asset Management LLC also reduced their holdings significantly, by -39.78% and -99.94%, respectively. 

 


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Radient applies cutting-edge technology to dramatically simplify asset management workflows around investment decisions, due diligence, process automation and industry research. It combines financial data acquisition, risk-based investment analytics, portfolio construction, with tailored investment insights and recommendations.

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