Applied Materials AMATKoreans' No. 50 US holding
Applied Materials AMAT: CEO Gary E. Dickerson sold $49.2M in 11 sales in the last year
3,494 13F filers hold it, 549 more than the quarter before. Applied Materials is Koreans' 50th largest US holding.
Korean holdings ranking published 09/22 · written 10/04
Koreans
Koreans' 50th largest holding
Koreans hold $603.8M of Applied Materials AMAT (published 09/22). Units Koreans hold moved +1.0% over 09/22~09/29, an estimated net inflow of $6.4M (held on 09/29). Through 13 ETFs Koreans hold $1.9B more (holdings of 05/31). 1 member of the National Assembly holds it (published 21/03/25).
Wall Street
549 more 13F filers
3,494 13F filers held Applied Materials AMAT for 06/30, 549 more than the quarter before, with shares held up 3.3%. Coatue Management reported 4,213,483 shares worth $3B (reported 08/14). Lone Pine Capital opened a position of 1,207,737 shares (filed 08/14), and Mirae Asset Global Investments raised its holding 24.2% (reported 07/22).
Insiders
The CEO's 11 sales in a year
CEO Gary E. Dickerson sold $49.2M in 11 sales in the last year. President Prabu Raja sold $31.6M in 5 sales. Planned sales filed in the last 30 days total $465K (filed 09/08), 1,000 shares from director Judy Bruner.
Politics and policy
Five members of Congress traded
5 members of Congress traded Applied Materials AMAT in the last 90 days: 7 purchases and 1 sale (reported 09/14).
The numbers in this report
- Korean holdingsKoreans' rank 50 · $603.8M heldPublished 09/22
- Koreans · held through ETFsKoreans hold $1.9B more through 13 ETFs · 307.6% of the direct holdingHoldings of 05/31
- Wall Street · change in 13F holders3,494 13F filers hold it · +549 against the quarter before · shares held +3.3%Holdings of 06/30
- US Congress · 90-day trades5 members of Congress traded it in 90 days · 7 purchases · 1 salesReported 09/14
- NPS and Korean institutions · this quarterMirae Asset Global Investments Co., Ltd. added 24.2% to its sharesHoldings of 06/30
- Koreans · change in shares heldUnits Koreans hold +1.0% over 09/22~09/29 · estimated net inflow $6.4MHeld on 09/29
- Insiders · planned sales in 30 days$465K of planned sales filed in 30 days · under 0.1% of the units outstandingFiled 09/08
- Korean lawmakers · holding this stock1 members of the National Assembly hold itPublished 21/03/25
- Insider · last yearGary E. Dickerson, CEO · the last year: 0 open-market buys · 11 sales $49.2MFiled 06/17
- Insider · last yearPrabu G. Raja, President · the last year: 0 open-market buys · 5 sales $31.6MFiled 06/22
- Fund · 13FCoatue Management LLC · 4,213,483 sh · $3B · 6.3% of the portfolioHoldings of 06/30 · reported 08/14
- Fund · 13FLone Pine Capital LLC · 1,207,737 sh · $873.2M · 5.3% of the portfolioHoldings of 06/30 · reported 08/14
- Fund · 13FLone Pine Capital opened a position in Applied Materials AMAT · 1,207,737 sh · worth $873.2MFiled 08/14
- Fund · 13FMirae Asset Global Investments raised its Applied Materials AMAT holding 24.2% · 975,112 sh · worth $705MFiled 07/22
- Planned saleJudy Bruner, Director — plans to sell 1,000 sh of Applied Materials AMAT · $465K · around 09/08Filed 09/08
- Planned saleBrice Hill, CFO — plans to sell 10,000 sh of Applied Materials AMAT · $3.6M · around 08/25Filed 08/25
- US Congress · 90 days5 members of Congress traded in the last 90 days · 7 buys · 1 sales