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Amphenol

623 hedge funds and large institutions have $25B invested in Amphenol in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 214 increasing their positions, 250 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 47

0.37% more ownership

Funds ownership: 380.39%380.76% (+0.37%)

0% less capital invested

Capital invested by funds: $25B → $25B (-$8.89M)

1% less funds holding

Funds holding: 627623 (-4)

14% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 250

19% less call options, than puts

Call options by funds: $16.5M | Put options by funds: $20.3M

Holders
623
Holders Change
-4
Holders Change %
-0.64%
% of All Funds
14.26%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
49
Increased
214
Reduced
250
Closed
47
Calls
$16.5M
Puts
$20.3M
Net Calls
-$3.78M
Net Calls Change
+$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$76.8M +$15.5M +714,400 +25%
Ameriprise
52
Ameriprise
Minnesota
$74.6M +$745K +34,244 +1%
FCM
53
Frontier Capital Management
Massachusetts
$74.6M +$10.4M +479,772 +16%
GT
54
Glenmede Trust
Pennsylvania
$68.9M -$56.2M -2,581,544 -45%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$68M +$15.4M +706,228 +29%
Grantham, Mayo, Van Otterloo & Co (GMO)
56
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$67.2M -$5.22M -239,656 -7%
Victory Capital Management
57
Victory Capital Management
Texas
$66.1M -$2.63M -120,940 -4%
Public Employees Retirement Association of Colorado
58
Public Employees Retirement Association of Colorado
Colorado
$64.9M -$1.28M -58,808 -2%
Mitsubishi UFJ Trust & Banking
59
Mitsubishi UFJ Trust & Banking
Japan
$63.4M +$1.49M +68,244 +2%
WCM
60
Wedge Capital Management
North Carolina
$62.5M +$15.9M +729,608 +34%
DZ Bank
61
DZ Bank
Germany
$61.4M +$2.13M +98,012 +4%
Aviva
62
Aviva
United Kingdom
$58.8M -$18.3M -841,740 -24%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$58.2M -$138K -6,340 -0.2%
TCIM
64
TIAA CREF Investment Management
New York
$58.2M -$18.6M -856,420 -24%
Citadel Advisors
65
Citadel Advisors
Florida
$57.7M -$503K -23,124 -0.9%
TA
66
Teachers Advisors
New York
$57.1M -$4.77M -219,120 -8%
NI
67
Nuance Investments
Missouri
$54.8M +$25.7M +1,181,864 +89%
EAM
68
Eagle Asset Management
Florida
$52.3M +$3.88M +178,216 +8%
Kayne Anderson Rudnick Investment Management
69
Kayne Anderson Rudnick Investment Management
California
$51.3M +$1.9M +87,224 +4%
ACM
70
Alta Capital Management
Utah
$46.6M +$96.8K +4,448 +0.2%
Lord, Abbett & Co
71
Lord, Abbett & Co
New Jersey
$44.8M -$1.45M -66,588 -3%
CS
72
Credit Suisse
Switzerland
$44.7M -$3.81M -175,248 -8%
Asset Management One
73
Asset Management One
Japan
$42.9M +$297K +13,640 +0.7%
RMDI
74
R.M. Davis Inc
Maine
$42.8M -$799K -36,732 -2%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$41.2M -$480K -22,052 -1%

APH Hedge Fund Activity: Q2 2018 in Review

623 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Amphenol (APH) for Q2 2018, worth a combined $25B — down 0.04% from $25B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new APH positions and 47 closed out — a net gain of 2 holders — while 214 added to existing stakes and 250 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $213M. The largest seller was UBS AM, cutting an estimated $143M.

  • 623 institutional investors held Amphenol (APH) as of Q2 2018, down from 627 in Q1 2018.
  • Funds reported $25B of Amphenol stock for Q2 2018, down 0.04% quarter-over-quarter.
  • 49 funds opened new Amphenol positions in Q2 2018 and 47 closed out, a net change of +2 holders.
  • The largest Amphenol buyer in Q2 2018 was VOYA Investment Management, an estimated $213M added.
  • The largest Amphenol seller in Q2 2018 was UBS AM, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2018.