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Amphenol

641 hedge funds and large institutions have $27B invested in Amphenol in 2018 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 203 increasing their positions, 252 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $13.4M

62% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 37

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

8% more capital invested

Capital invested by funds: $25B → $27B (+$2.02B)

3% more funds holding

Funds holding: 623641 (+18)

2.16% more ownership

Funds ownership: 380.76%382.93% (+2.2%)

19% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 252

Holders
641
Holders Change
+18
Holders Change %
+2.89%
% of All Funds
14.65%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
60
Increased
203
Reduced
252
Closed
37
Calls
$32.1M
Puts
$13.4M
Net Calls
+$18.6M
Net Calls Change
+$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.7B +$75.9M +3,266,356 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.95B +$8.87M +381,732 +0.3%
BlackRock
3
BlackRock
New York
$2B -$72.6M -3,123,588 -4%
Capital World Investors
4
Capital World Investors
California
$1.87B -$492M -21,158,636 -21%
State Street
5
State Street
Massachusetts
$1.12B +$76.3M +3,283,208 +7%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.11B +$1.08M +46,392 +0.1%
Capital Research Global Investors
7
Capital Research Global Investors
California
$903M +$642M +27,620,480 +256%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$782M -$16.5M -709,692 -2%
JP Morgan Chase
9
JP Morgan Chase
New York
$713M +$38.6M +1,662,356 +6%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$529M -$34.5M -1,484,872 -6%
Brown Advisory
11
Brown Advisory
Maryland
$395M -$40.7M -1,749,004 -9%
AllianceBernstein
12
AllianceBernstein
Tennessee
$383M +$24.9M +1,071,980 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$371M +$8.3M +356,980 +2%
Goldman Sachs
14
Goldman Sachs
New York
$370M +$33.4M +1,437,220 +10%
ATO
15
Alecta Tjanstepension Omsesidigt
Sweden
$337M
Northern Trust
16
Northern Trust
Illinois
$324M -$14.6M -628,264 -4%
Invesco
17
Invesco
Georgia
$275M -$18.5M -793,764 -6%
Select Equity Group
18
Select Equity Group
New York
$275M -$2.35M -101,192 -0.9%
Norges Bank
19
Norges Bank
Norway
$253M -$3.66M -157,628 -1%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$229M -$5.75M -247,276 -2%
Franklin Resources
21
Franklin Resources
California
$212M +$30.3M +1,301,804 +17%
JIM
22
Jensen Investment Management
Oregon
$211M -$236K -10,160 -0.1%
AAMU
23
Amundi Asset Management US
Massachusetts
$207M +$9.77M +420,108 +5%
Wells Fargo
24
Wells Fargo
California
$192M +$252K +10,848 +0.1%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$186M -$855K -36,780 -0.5%

APH Hedge Fund Activity: Q3 2018 in Review

641 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Amphenol (APH) for Q3 2018, worth a combined $27B — up 8.1% from $25B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new APH positions and 37 closed out — a net gain of 23 holders — while 203 added to existing stakes and 252 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $642M. The largest seller was Capital World Investors, cutting an estimated $492M.

  • 641 institutional investors held Amphenol (APH) as of Q3 2018, up from 623 in Q2 2018.
  • Funds reported $27B of Amphenol stock for Q3 2018, up 8.1% quarter-over-quarter.
  • 60 funds opened new Amphenol positions in Q3 2018 and 37 closed out, a net change of +23 holders.
  • The largest Amphenol buyer in Q3 2018 was Capital Research Global Investors, an estimated $642M added.
  • The largest Amphenol seller in Q3 2018 was Capital World Investors, an estimated $492M sold.

Based on aggregated 13F filings for Q3 2018.