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Amphenol

654 hedge funds and large institutions have $23B invested in Amphenol in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 224 increasing their positions, 241 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $29.9M | Put options by funds: $21.4M

25% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 67

2% more funds holding

Funds holding: 641654 (+13)

7% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 241

1.56% less ownership

Funds ownership: 382.93%381.36% (-1.6%)

15% less capital invested

Capital invested by funds: $27B → $23B (-$4.04B)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
654
Holders Change
+13
Holders Change %
+2.03%
% of All Funds
14.57%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.16%
New
84
Increased
224
Reduced
241
Closed
67
Calls
$29.9M
Puts
$21.4M
Net Calls
+$8.47M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
176
Mariner
Kansas
$6.67M -$330K -15,368 -4%
DCM
177
Dupont Capital Management
Delaware
$6.6M +$3.74M +174,240 +115%
Teacher Retirement System of Texas
178
Teacher Retirement System of Texas
Texas
$6.5M -$2.73M -127,044 -28%
FMII
179
Farmers & Merchants Investments Inc
Nebraska
$6.49M +$344K +16,000 +5%
State of Tennessee, Department of Treasury
180
State of Tennessee, Department of Treasury
Tennessee
$6.33M +$948K +44,160 +16%
Two Sigma Advisers
181
Two Sigma Advisers
New York
$6.13M +$6.09M +283,600 +1,469%
WHG
182
Westwood Holdings Group
Texas
$6.09M -$46.8K -2,180 -0.7%
RJFSA
183
Raymond James Financial Services Advisors
Florida
$6M -$30.4K -1,416 -0.5%
XK
184
Xact Kapitalforvaltning
Sweden
$5.88M -$1.44M -66,932 -19%
BCIM
185
British Columbia Investment Management
British Columbia, Canada
$5.87M +$515K +23,972 +9%
CWM
186
CIBC World Markets
New York
$5.87M +$753K +35,080 +14%
CW
187
Cobiz Wealth
Colorado
$5.84M +$17.4K +812 +0.3%
BNP Paribas Financial Markets
188
BNP Paribas Financial Markets
France
$5.65M -$41.6M -1,939,108 -87%
SAM
189
Shell Asset Management
Netherlands
$5.5M -$189K -8,816 -3%
GIBU
190
Gulf International Bank (UK)
United Kingdom
$5.49M -$2.86M -133,300 -33%
OPERF
191
Oregon Public Employees Retirement Fund
Oregon
$5.49M -$341K -15,872 -6%
RFC
192
Regions Financial Corp
Alabama
$5.44M +$22.4K +1,044 +0.4%
NAM
193
Nissay Asset Management
Japan
$5.33M +$1.58M +73,544 +39%
M
194
MOTCO
Texas
$5.31M -$146K -6,804 -3%
CCM
195
Carderock Capital Management
Maryland
$5.31M -$375K -17,480 -6%
Natixis Advisors
196
Natixis Advisors
Massachusetts
$5.29M +$296K +13,796 +6%
BMM
197
Buffington Mohr McNeal
Idaho
$5.27M +$133K +6,192 +2%
Bank of Nova Scotia
198
Bank of Nova Scotia
Ontario, Canada
$5.23M -$2.28M -106,108 -29%
DILIC
199
Dai-ichi Life Insurance Company
Japan
$5.13M
RHFI
200
Reilly Herbert Faulkner III
$4.97M -$16.1K -748 -0.3%

APH Hedge Fund Activity: Q4 2018 in Review

654 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Amphenol (APH) for Q4 2018, worth a combined $23B — down 15% from $27B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new APH positions and 67 closed out — a net gain of 17 holders — while 224 added to existing stakes and 241 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $218M. The largest seller was Capital World Investors, cutting an estimated $532M.

  • 654 institutional investors held Amphenol (APH) as of Q4 2018, up from 641 in Q3 2018.
  • Funds reported $23B of Amphenol stock for Q4 2018, down 15% quarter-over-quarter.
  • 84 funds opened new Amphenol positions in Q4 2018 and 67 closed out, a net change of +17 holders.
  • The largest Amphenol buyer in Q4 2018 was Fidelity Investments, an estimated $218M added.
  • The largest Amphenol seller in Q4 2018 was Capital World Investors, an estimated $532M sold.

Based on aggregated 13F filings for Q4 2018.