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Amphenol

492 hedge funds and large institutions have $17.3B invested in Amphenol in 2016 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 181 increasing their positions, 195 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

11% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 37

1.35% more ownership

Funds ownership: 395.7%397.05% (+1.3%)

0% more funds holding

Funds holding: 492492 (0)

1% less capital invested

Capital invested by funds: $17.5B → $17.3B (-$230M)

7% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 195

15% less call options, than puts

Call options by funds: $16.4M | Put options by funds: $19.2M

Holders
492
Holders Change
Holders Change %
0%
% of All Funds
13.11%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.27%
New
41
Increased
181
Reduced
195
Closed
37
Calls
$16.4M
Puts
$19.2M
Net Calls
-$2.87M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.38B -$159M -12,264,848 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.56B +$33.9M +2,614,476 +2%
Capital World Investors
3
Capital World Investors
California
$1.21B +$34.2M +2,636,988 +3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.06B +$78.6M +6,052,908 +9%
State Street
5
State Street
Massachusetts
$662M -$5.63M -433,872 -0.9%
JP Morgan Chase
6
JP Morgan Chase
New York
$574M -$121M -9,284,480 -19%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$532M +$2.4M +184,860 +0.5%
AllianceBernstein
8
AllianceBernstein
Tennessee
$525M -$48.4M -3,730,212 -9%
Brown Advisory
9
Brown Advisory
Maryland
$510M -$5.78M -444,884 -1%
JHIU
10
Janus Henderson Investors US
Colorado
$461M -$89.6M -6,898,368 -18%
BIT
11
BlackRock Institutional Trust
California
$458M +$6.67M +513,324 +2%
BFA
12
BlackRock Fund Advisors
California
$276M -$6.62M -510,168 -3%
Select Equity Group
13
Select Equity Group
New York
$275M +$23.1M +1,780,732 +10%
Goldman Sachs
14
Goldman Sachs
New York
$263M +$6.45M +496,868 +3%
First Eagle Investment Management
15
First Eagle Investment Management
New York
$204M +$183M +14,098,744 New
Northern Trust
16
Northern Trust
Illinois
$203M -$946K -72,872 -0.5%
Jennison Associates
17
Jennison Associates
New York
$193M -$2.25M -173,036 -1%
ATO
18
Alecta Tjanstepension Omsesidigt
Sweden
$188M +$117M +9,000,000 +226%
JIM
19
Jensen Investment Management
Oregon
$185M +$739K +56,912 +0.4%
Capital Research Global Investors
20
Capital Research Global Investors
California
$182M -$35.1M -2,706,000 -18%
Invesco
21
Invesco
Georgia
$176M -$13.3M -1,021,188 -8%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$169M +$8.14M +627,040 +6%
Allianz Asset Management
23
Allianz Asset Management
Germany
$153M -$16.3M -1,253,964 -11%
BG
24
BlackRock Group
United Kingdom
$138M +$2.94M +226,112 +2%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$138M -$3.45M -265,368 -3%

APH Hedge Fund Activity: Q1 2016 in Review

492 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Amphenol (APH) for Q1 2016, worth a combined $17.3B — down 1.3% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new APH positions and 37 closed out — a net gain of 4 holders — while 181 added to existing stakes and 195 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $220M. The largest seller was Fidelity Investments, cutting an estimated $159M.

  • 492 institutional investors held Amphenol (APH) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $17.3B of Amphenol stock for Q1 2016, down 1.3% quarter-over-quarter.
  • 41 funds opened new Amphenol positions in Q1 2016 and 37 closed out, a net change of +4 holders.
  • The largest Amphenol buyer in Q1 2016 was Royal London Asset Management, an estimated $220M added.
  • The largest Amphenol seller in Q1 2016 was Fidelity Investments, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2016.