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Amphenol

982 hedge funds and large institutions have $48.4B invested in Amphenol in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 338 increasing their positions, 389 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 74

4% more capital invested

Capital invested by funds: $46.7B → $48.4B (+$1.74B)

1% more funds holding

Funds holding: 977982 (+5)

3.01% less ownership

Funds ownership: 194.64%191.64% (-3%)

9% less funds holding in top 10

Funds holding in top 10: 3229 (-3)

13% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 389

32% less call options, than puts

Call options by funds: $50.4M | Put options by funds: $74.2M

Holders
982
Holders Change
+5
Holders Change %
+0.51%
% of All Funds
15.42%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.46%
New
85
Increased
338
Reduced
389
Closed
74
Calls
$50.4M
Puts
$74.2M
Net Calls
-$23.8M
Net Calls Change
-$38.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
726
Coastline Trust
Rhode Island
$337K -$229K -5,900 -43%
CWA
727
Canvas Wealth Advisors
Kansas
$336K -$28.5K -734 -8%
TW
728
Transform Wealth
Colorado
$335K
SIM
729
Sentry Investment Management
Wisconsin
$334K
VC
730
Veery Capital
Delaware
$333K +$17.9K +462 +6%
TA
731
TFG Advisers
Michigan
$332K +$8.78K +226 +3%
RJT
732
Raymond James Trust
Florida
$332K -$41.3K -1,064 -12%
GA
733
Geller Advisors
New York
$327K +$298K +7,682 New
PCM
734
Penserra Capital Management
California
$326K +$297K +7,646 +11,947%
EFS
735
Essex Financial Services
Connecticut
$325K
UCFA
736
United Capital Financial Advisors
Texas
$325K -$214K -5,504 -42%
AI
737
Accredited Investors
Minnesota
$324K -$14.4K -370 -5%
SCM
738
Shelton Capital Management
Colorado
$322K
AC
739
Allstate Corporation
Illinois
$320K
GA
740
Goldstein Advisors
Wisconsin
$316K -$16.5K -424 -5%
PO
741
Private Ocean
California
$315K
LC
742
Lindbrook Capital
California
$314K +$117K +3,004 +68%
SAM
743
Shell Asset Management
Netherlands
$311K +$285K +7,330 New
TCM
744
Tributary Capital Management
Nebraska
$310K +$284K +7,300 New
AWP
745
Ascent Wealth Partners
New York
$306K
CW
746
CreativeOne Wealth
Kansas
$298K +$273K +7,022 New
RP
747
Riverwater Partners
Wisconsin
$298K
MC
748
Montag & Caldwell
Georgia
$295K
LIC
749
Laurus Investment Counsel
Canada
$295K
FL
750
Fort LP
Maryland
$292K -$36K -928 -12%

APH Hedge Fund Activity: Q2 2023 in Review

982 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Amphenol (APH) for Q2 2023, worth a combined $48.4B — up 3.7% from $46.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new APH positions and 74 closed out — a net gain of 11 holders — while 338 added to existing stakes and 389 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $346M. The largest seller was WCM Investment Management, cutting an estimated $607M.

  • 982 institutional investors held Amphenol (APH) as of Q2 2023, up from 977 in Q1 2023.
  • Funds reported $48.4B of Amphenol stock for Q2 2023, up 3.7% quarter-over-quarter.
  • 85 funds opened new Amphenol positions in Q2 2023 and 74 closed out, a net change of +11 holders.
  • The largest Amphenol buyer in Q2 2023 was T. Rowe Price Associates, an estimated $346M added.
  • The largest Amphenol seller in Q2 2023 was WCM Investment Management, an estimated $607M sold.

Based on aggregated 13F filings for Q2 2023.