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Amphenol

459 hedge funds and large institutions have $15.4B invested in Amphenol in 2014 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 143 increasing their positions, 205 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

3% more funds holding

Funds holding: 447459 (+12)

3% more capital invested

Capital invested by funds: $14.9B → $15.4B (+$478M)

0.06% less ownership

Funds ownership: 788.12%788.06% (-0.06%)

30% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 205

49% less call options, than puts

Call options by funds: $38.6M | Put options by funds: $75.3M

Holders
459
Holders Change
+12
Holders Change %
+2.68%
% of All Funds
13.32%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
40
Increased
143
Reduced
205
Closed
25
Calls
$38.6M
Puts
$75.3M
Net Calls
-$36.7M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.96B +$185M +14,730,608 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.14B +$21.6M +1,725,824 +2%
Capital World Investors
3
Capital World Investors
California
$1.08B -$22.2M -1,769,424 -2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$900M -$17.7M -1,408,016 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$748M -$23.9M -1,905,544 -3%
State Street
6
State Street
Massachusetts
$637M +$14.2M +1,131,944 +2%
Brown Advisory
7
Brown Advisory
Maryland
$566M -$79.4M -6,331,640 -12%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$516M -$65.3M -5,208,024 -11%
JHIU
9
Janus Henderson Investors US
Colorado
$473M -$19.5M -1,554,048 -4%
BIT
10
BlackRock Institutional Trust
California
$405M -$4.51M -359,576 -1%
AllianceBernstein
11
AllianceBernstein
Tennessee
$391M -$12.9M -1,024,784 -3%
CWAM
12
Columbia Wanger Asset Management
Illinois
$371M -$19.4M -1,544,000 -5%
Northern Trust
13
Northern Trust
Illinois
$260M +$62.6M +4,995,800 +32%
Select Equity Group
14
Select Equity Group
New York
$223M -$306K -24,432 -0.1%
Goldman Sachs
15
Goldman Sachs
New York
$212M -$23.8M -1,897,216 -10%
BFA
16
BlackRock Fund Advisors
California
$205M +$6.99M +557,512 +4%
Invesco
17
Invesco
Georgia
$196M +$27.3M +2,175,552 +16%
Jennison Associates
18
Jennison Associates
New York
$194M -$4.91M -391,320 -2%
JIM
19
Jensen Investment Management
Oregon
$161M -$5.6M -446,632 -3%
Deutsche Bank
20
Deutsche Bank
Germany
$134M +$5.74M +457,832 +4%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$128M -$667K -53,168 -0.5%
Ameriprise
22
Ameriprise
Minnesota
$125M -$8.05M -642,168 -6%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$124M -$11M -875,512 -8%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$114M +$291K +23,200 +0.3%
Norges Bank
25
Norges Bank
Norway
$113M -$114M -9,083,136 -50%

APH Hedge Fund Activity: Q3 2014 in Review

459 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Amphenol (APH) for Q3 2014, worth a combined $15.4B — up 3.2% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new APH positions and 25 closed out — a net gain of 15 holders — while 143 added to existing stakes and 205 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $185M. The largest seller was Norges Bank, cutting an estimated $114M.

  • 459 institutional investors held Amphenol (APH) as of Q3 2014, up from 447 in Q2 2014.
  • Funds reported $15.4B of Amphenol stock for Q3 2014, up 3.2% quarter-over-quarter.
  • 40 funds opened new Amphenol positions in Q3 2014 and 25 closed out, a net change of +15 holders.
  • The largest Amphenol buyer in Q3 2014 was Fidelity Investments, an estimated $185M added.
  • The largest Amphenol seller in Q3 2014 was Norges Bank, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2014.