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Amphenol

661 hedge funds and large institutions have $27.3B invested in Amphenol in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 245 increasing their positions, 243 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

19% more call options, than puts

Call options by funds: $25.7M | Put options by funds: $21.5M

2.7% more ownership

Funds ownership: 377.83%380.52% (+2.7%)

1% more capital invested

Capital invested by funds: $27B → $27.3B (+$261M)

1% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 243

5% less funds holding

Funds holding: 696661 (-35)

36% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 90

Holders
661
Holders Change
-35
Holders Change %
-5.03%
% of All Funds
14.5%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
58
Increased
245
Reduced
243
Closed
90
Calls
$25.7M
Puts
$21.5M
Net Calls
+$4.15M
Net Calls Change
+$43.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
601
Parkside Financial Bank & Trust
Missouri
$30K -$2.86K -124 -9%
CCM
602
Cribstone Capital Management
Maine
$29K -$26.8K -1,164 -49%
WEC
603
Winslow Evans & Crocker
Massachusetts
$28K
BCA
604
Berman Capital Advisors
Georgia
$27K +$2.77K +120 +12%
WCG
605
Weaver Consulting Group
California
$26K
LWA
606
Lenox Wealth Advisors
New York
$26K +$11.1K +480 +82%
AssetMark Inc
607
AssetMark Inc
California
$24K -$117K -5,056 -83%
VFA
608
Valeo Financial Advisors
Indiana
$24K
PCG
609
Private Capital Group
Connecticut
$22K +$9.22K +400 +77%
GAM
610
Gemmer Asset Management
California
$21K
TL
611
TrueWealth LLC
Georgia
$21K
TWA
612
TCI Wealth Advisors
Arizona
$20K -$2.77K -120 -13%
WPA
613
West Paces Advisors
Georgia
$19.5K
AIS
614
Accurate Investment Solutions
Pennsylvania
$19K
SIAP
615
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K
GWS
616
Glassman Wealth Services
Virginia
$18K +$830 +36 +5%
GRP
617
Global Retirement Partners
California
$17K
RFWA
618
RPg Family Wealth Advisory
Massachusetts
$15.7K
EWA
619
Evolution Wealth Advisors
Florida
$15K -$75.4K -3,272 -84%
PFO
620
Pathstone Family Office
New Jersey
$15K
SMG
621
Spectrum Management Group
Indiana
$14K
WAP
622
Wealthcare Advisory Partners
Pennsylvania
$13K
CI
623
CX Institutional
Indiana
$13K +$645 +28 +6%
IRC
624
Investors Research Corp
Georgia
$13K +$12.6K +548 New
Cohen & Steers
625
Cohen & Steers
New York
$12K

APH Hedge Fund Activity: Q3 2019 in Review

661 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Amphenol (APH) for Q3 2019, worth a combined $27.3B — up 0.97% from $27B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of APH and 58 opened new positions — a net loss of 32 holders — while 243 trimmed existing stakes and 245 added.

The largest buyer was Select Equity Group, adding an estimated $169M. The largest seller was Capital World Investors, cutting an estimated $373M.

  • 661 institutional investors held Amphenol (APH) as of Q3 2019, down from 696 in Q2 2019.
  • Funds reported $27.3B of Amphenol stock for Q3 2019, up 0.97% quarter-over-quarter.
  • 58 funds opened new Amphenol positions in Q3 2019 and 90 closed out, a net change of -32 holders.
  • The largest Amphenol buyer in Q3 2019 was Select Equity Group, an estimated $169M added.
  • The largest Amphenol seller in Q3 2019 was Capital World Investors, an estimated $373M sold.

Based on aggregated 13F filings for Q3 2019.