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Amphenol

546 hedge funds and large institutions have $21.2B invested in Amphenol in 2017 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $20.4B → $21.2B (+$824M)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

2% less funds holding

Funds holding: 558546 (-12)

5.4% less ownership

Funds ownership: 392.46%387.06% (-5.4%)

15% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 228

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

70% less call options, than puts

Call options by funds: $9.98M | Put options by funds: $33M

Holders
546
Holders Change
-12
Holders Change %
-2.15%
% of All Funds
13.59%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
49
Increased
194
Reduced
228
Closed
50
Calls
$9.98M
Puts
$33M
Net Calls
-$23.1M
Net Calls Change
-$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
576
Wellington Shields Capital Management
New York
-$269K -16,000 Closed
QAM
577
Quantres Asset Management
Cayman Islands
-$235K -14,000 Closed
CCMG
578
Clark Capital Management Group
Pennsylvania
-$212K -12,624 Closed
BHWM
579
Bar Harbor Wealth Management
New Hampshire
-$209K -12,468 Closed
PIA
580
Piedmont Investment Advisors
North Carolina
-$58.7K -3,492 Closed
AWM
581
AllSquare Wealth Management
New York
-$40K -2,400 Closed
ZB
582
Zions Bancorporation
Utah
-$33K -1,940 Closed
MPWT
583
MassMutual Private Wealth & Trust
Connecticut
-$31.2K -1,860 Closed
ED
584
Exane Derivatives
France
-$25.9K -1,540 Closed
PRS
585
Pinkerton Retirement Specialists
Idaho
-$18K -1,080 Closed
PHK
586
Point72 Hong Kong
Hong Kong
-$15K -880 Closed
EARNEST Partners
587
EARNEST Partners
Georgia
-$11K -664 Closed
FNBT
588
FineMark National Bank & Trust
Florida
-$11K -628 Closed
EF
589
Empirical Finance
Pennsylvania
-$10K -560 Closed
Carson Wealth (CWM LLC)
590
Carson Wealth (CWM LLC)
Nebraska
-$9K -528 Closed
WTB
591
Washington Trust Bank
Washington
-$2K -108 Closed
Lazard Asset Management
592
Lazard Asset Management
New York
-$1K -92 Closed
BWP
593
Baldwin Wealth Partners
Massachusetts
-$1K -88 Closed
BCMIO
594
Beacon Capital Management Inc (Ohio)
Ohio
+$69 +4 New
GWS
595
Glassman Wealth Services
Virginia
+$208 +12 New

APH Hedge Fund Activity: Q1 2017 in Review

546 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Amphenol (APH) for Q1 2017, worth a combined $21.2B — up 4% from $20.4B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of APH and 49 opened new positions — a net loss of 1 holder — while 228 trimmed existing stakes and 194 added.

The largest buyer was BlackRock, adding an estimated $1.27B. The largest seller was Wellington Management Group, cutting an estimated $153M.

  • 546 institutional investors held Amphenol (APH) as of Q1 2017, down from 558 in Q4 2016.
  • Funds reported $21.2B of Amphenol stock for Q1 2017, up 4% quarter-over-quarter.
  • 49 funds opened new Amphenol positions in Q1 2017 and 50 closed out, a net change of -1 holder.
  • The largest Amphenol buyer in Q1 2017 was BlackRock, an estimated $1.27B added.
  • The largest Amphenol seller in Q1 2017 was Wellington Management Group, an estimated $153M sold.

Based on aggregated 13F filings for Q1 2017.