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Amphenol

673 hedge funds and large institutions have $26.8B invested in Amphenol in 2019 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 240 increasing their positions, 255 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 47

52% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $10.2M

17% more capital invested

Capital invested by funds: $23B → $26.8B (+$3.81B)

3% more funds holding

Funds holding: 654673 (+19)

0.64% more ownership

Funds ownership: 381.36%382% (+0.64%)

6% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 255

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
673
Holders Change
+19
Holders Change %
+2.91%
% of All Funds
14.57%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
72
Increased
240
Reduced
255
Closed
47
Calls
$15.4M
Puts
$10.2M
Net Calls
+$5.24M
Net Calls Change
-$3.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.8B -$150M -6,686,664 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.03B -$3.11M -139,268 -0.1%
BlackRock
3
BlackRock
New York
$2.12B +$19.6M +874,872 +1%
Capital World Investors
4
Capital World Investors
California
$1.29B +$1.33M +59,640 +0.1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.24B +$113M +5,071,336 +11%
State Street
6
State Street
Massachusetts
$1.15B +$34.2M +1,528,272 +3%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$787M -$6.42M -287,152 -0.9%
Capital Research Global Investors
8
Capital Research Global Investors
California
$706M -$86.1M -3,851,036 -11%
JP Morgan Chase
9
JP Morgan Chase
New York
$613M -$6.06M -270,852 -1%
AllianceBernstein
10
AllianceBernstein
Tennessee
$524M +$38.7M +1,730,500 +8%
ATO
11
Alecta Tjanstepension Omsesidigt
Sweden
$395M +$13.4M +600,000 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$391M -$12.6M -564,876 -3%
Brown Advisory
13
Brown Advisory
Maryland
$377M -$10.6M -475,372 -3%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$342M -$88.2M -3,944,384 -21%
Goldman Sachs
15
Goldman Sachs
New York
$315M -$15.2M -681,800 -5%
Northern Trust
16
Northern Trust
Illinois
$314M -$1.83M -81,628 -0.6%
Select Equity Group
17
Select Equity Group
New York
$308M -$21.9M -979,348 -7%
Franklin Resources
18
Franklin Resources
California
$261M -$18.6M -831,880 -7%
Invesco
19
Invesco
Georgia
$261M +$2.26M +100,984 +0.9%
Norges Bank
20
Norges Bank
Norway
$254M
Neuberger Berman Group
21
Neuberger Berman Group
New York
$252M +$14.7M +656,808 +7%
JIM
22
Jensen Investment Management
Oregon
$211M -$1.18M -52,656 -0.6%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$211M -$7.21M -322,644 -3%
Wells Fargo
24
Wells Fargo
California
$208M -$426K -19,068 -0.2%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$201M +$8.26M +369,216 +5%

APH Hedge Fund Activity: Q1 2019 in Review

673 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Amphenol (APH) for Q1 2019, worth a combined $26.8B — up 17% from $23B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new APH positions and 47 closed out — a net gain of 25 holders — while 240 added to existing stakes and 255 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $113M. The largest seller was Fidelity Investments, cutting an estimated $150M.

  • 673 institutional investors held Amphenol (APH) as of Q1 2019, up from 654 in Q4 2018.
  • Funds reported $26.8B of Amphenol stock for Q1 2019, up 17% quarter-over-quarter.
  • 72 funds opened new Amphenol positions in Q1 2019 and 47 closed out, a net change of +25 holders.
  • The largest Amphenol buyer in Q1 2019 was Bank of New York Mellon, an estimated $113M added.
  • The largest Amphenol seller in Q1 2019 was Fidelity Investments, an estimated $150M sold.

Based on aggregated 13F filings for Q1 2019.