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Amphenol

444 hedge funds and large institutions have $14.1B invested in Amphenol in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 151 increasing their positions, 185 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 30

25% more call options, than puts

Call options by funds: $29.1M | Put options by funds: $23.3M

2% more capital invested

Capital invested by funds: $13.8B → $14.1B (+$285M)

0% more funds holding

Funds holding: 442444 (+2)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

6.18% less ownership

Funds ownership: 784.13%777.95% (-6.2%)

18% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 185

Holders
444
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
12.82%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
38
Increased
151
Reduced
185
Closed
30
Calls
$29.1M
Puts
$23.3M
Net Calls
+$5.77M
Net Calls Change
+$4.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.53B +$70M +6,283,912 +5%
Capital World Investors
2
Capital World Investors
California
$1.02B -$27.3M -2,453,600 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.01B +$29.2M +2,617,936 +3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$829M -$20.6M -1,850,056 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$699M +$5.59M +501,424 +0.8%
Brown Advisory
6
Brown Advisory
Maryland
$604M +$6.59M +591,464 +1%
State Street
7
State Street
Massachusetts
$570M -$29.5M -2,650,056 -5%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$556M -$64.4M -5,780,000 -11%
JHIU
9
Janus Henderson Investors US
Colorado
$555M -$13.8M -1,236,472 -2%
BIT
10
BlackRock Institutional Trust
California
$381M -$8.16M -732,976 -2%
AllianceBernstein
11
AllianceBernstein
Tennessee
$374M +$33.3M +2,987,584 +10%
CWAM
12
Columbia Wanger Asset Management
Illinois
$370M -$5.97M -536,000 -2%
Goldman Sachs
13
Goldman Sachs
New York
$210M -$11.2M -1,002,664 -5%
Northern Trust
14
Northern Trust
Illinois
$203M +$11.1M +998,696 +6%
Select Equity Group
15
Select Equity Group
New York
$192M +$3.99M +358,032 +2%
JIM
16
Jensen Investment Management
Oregon
$192M +$2.15M +193,360 +1%
Jennison Associates
17
Jennison Associates
New York
$181M -$18.2M -1,629,560 -9%
BFA
18
BlackRock Fund Advisors
California
$180M -$1.1M -98,952 -0.6%
Invesco
19
Invesco
Georgia
$157M -$7.65M -687,176 -5%
Ameriprise
20
Ameriprise
Minnesota
$122M +$39M +3,503,232 +49%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$112M -$1.79M -160,528 -2%
William Blair & Company
22
William Blair & Company
Illinois
$108M -$18M -1,616,392 -15%
Wells Fargo
23
Wells Fargo
California
$106M -$2.51M -225,024 -2%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$104M +$399K +35,808 +0.4%
BG
25
BlackRock Group
United Kingdom
$102M +$1.28M +114,472 +1%

APH Hedge Fund Activity: Q1 2014 in Review

444 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Amphenol (APH) for Q1 2014, worth a combined $14.1B — up 2.1% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new APH positions and 30 closed out — a net gain of 8 holders — while 151 added to existing stakes and 185 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $70M. The largest seller was Massachusetts Financial Services, cutting an estimated $64.4M.

  • 444 institutional investors held Amphenol (APH) as of Q1 2014, up from 442 in Q4 2013.
  • Funds reported $14.1B of Amphenol stock for Q1 2014, up 2.1% quarter-over-quarter.
  • 38 funds opened new Amphenol positions in Q1 2014 and 30 closed out, a net change of +8 holders.
  • The largest Amphenol buyer in Q1 2014 was Fidelity Investments, an estimated $70M added.
  • The largest Amphenol seller in Q1 2014 was Massachusetts Financial Services, an estimated $64.4M sold.

Based on aggregated 13F filings for Q1 2014.