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Amphenol

627 hedge funds and large institutions have $25B invested in Amphenol in 2018 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 200 increasing their positions, 253 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 54

2% more funds holding

Funds holding: 616627 (+11)

3% less capital invested

Capital invested by funds: $25.9B → $25B (-$865M)

6.14% less ownership

Funds ownership: 386.53%380.39% (-6.1%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

21% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 253

38% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $21.2M

Holders
627
Holders Change
+11
Holders Change %
+1.79%
% of All Funds
14.37%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
74
Increased
200
Reduced
253
Closed
54
Calls
$13.2M
Puts
$21.2M
Net Calls
-$8.07M
Net Calls Change
-$5.01M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
576
IHT Wealth Management
Illinois
$22K
VFA
577
Valeo Financial Advisors
Indiana
$22K
LWA
578
Lenox Wealth Advisors
New York
$21K +$22.2K +984 New
TL
579
TrueWealth LLC
Georgia
$19K -$13.2K -588 -40%
CAW
580
Cornerstone Advisors (Washington)
Washington
$19K
GAM
581
Gemmer Asset Management
California
$18K
LFA
582
Legacy Financial Advisors
Kentucky
$18K
PCP
583
Proficio Capital Partners
Massachusetts
$18K
WPA
584
West Paces Advisors
Georgia
$17.4K
SIM
585
Sonora Investment Management
Arizona
$17.2K
MWM
586
Mascoma Wealth Management
New Hampshire
$17K
MOS
587
MGO One Seven
Ohio
$17K
SPIA
588
Steward Partners Investment Advisory
New York
$17K
AS
589
Altshuler Shaham
Israel
$16K +$16.9K +752 New
EARNEST Partners
590
EARNEST Partners
Georgia
$14K
SMG
591
Spectrum Management Group
Indiana
$13K -$27K -1,200 -67%
TWA
592
TCI Wealth Advisors
Arizona
$12K
PCG
593
Private Capital Group
Connecticut
$12K +$901 +40 +8%
FCAG
594
First Capital Advisors Group
New Jersey
$12K +$13K +576 New
WAP
595
Wealthcare Advisory Partners
Pennsylvania
$11K
BFC
596
Bedel Financial Consulting
Indiana
$11K +$11.3K +500 New
SSA
597
South Street Advisors
New York
$10K -$121K -5,360 -1%
LF
598
Lee Financial
Texas
$10K +$10.5K +468 New
SIS
599
Sound Income Strategies
Florida
$9K -$4.5K -200 -33%
VCM
600
Versant Capital Management
Arizona
$9K