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Amphenol

836 hedge funds and large institutions have $42B invested in Amphenol in 2021 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 303 increasing their positions, 294 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 56

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

8% more capital invested

Capital invested by funds: $38.9B → $42B (+$3.05B)

2% more funds holding

Funds holding: 819836 (+17)

1.03% more ownership

Funds ownership: 190.75%191.78% (+1%)

5% more call options, than puts

Call options by funds: $44.1M | Put options by funds: $41.9M

3% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 294

Holders
836
Holders Change
+17
Holders Change %
+2.08%
% of All Funds
14.64%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.32%
New
81
Increased
303
Reduced
294
Closed
56
Calls
$44.1M
Puts
$41.9M
Net Calls
+$2.14M
Net Calls Change
-$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.72B +$33.6M +915,516 +0.7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.41B +$53.5M +1,455,974 +2%
BlackRock
3
BlackRock
New York
$3.17B -$166M -4,515,422 -5%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.08B -$56.4M -1,535,530 -3%
State Street
5
State Street
Massachusetts
$1.86B -$4.1M -111,702 -0.2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.83B +$568M +15,457,300 +45%
AllianceBernstein
7
AllianceBernstein
Tennessee
$1.18B +$48.6M +1,324,466 +4%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.05B -$181M -4,926,046 -15%
ATO
9
Alecta Tjanstepension Omsesidigt
Sweden
$917M -$9.18M -250,000 -1%
Capital Research Global Investors
10
Capital Research Global Investors
California
$805M -$129M -3,515,616 -14%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$756M -$26.5M -722,446 -3%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$723M -$8.24M -224,350 -1%
Flossbach Von Storch
13
Flossbach Von Storch
Germany
$677M +$67M +1,823,506 +11%
Mawer Investment Management
14
Mawer Investment Management
Alberta, Canada
$648M +$44.1M +1,200,930 +7%
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$615M -$7.66M -208,700 -1%
Select Equity Group
16
Select Equity Group
New York
$531M -$39.2M -1,069,004 -7%
WCM Investment Management
17
WCM Investment Management
California
$496M +$34.9M +949,358 +8%
Northern Trust
18
Northern Trust
Illinois
$488M +$15.5M +421,706 +3%
Amundi
19
Amundi
France
$469M -$60.4M -1,644,792 -11%
Franklin Resources
20
Franklin Resources
California
$452M -$758K -20,638 -0.2%
Lazard Asset Management
21
Lazard Asset Management
New York
$423M +$47.2M +1,286,620 +13%
Norges Bank
22
Norges Bank
Norway
$404M -$111M -3,030,768 -22%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$403M -$9.74M -265,256 -2%
UBS AM
24
UBS AM
Illinois
$400M +$4.91M +133,772 +1%
Capital International Investors
25
Capital International Investors
California
$396M +$174K +4,750 +0%

APH Hedge Fund Activity: Q3 2021 in Review

836 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Amphenol (APH) for Q3 2021, worth a combined $42B — up 7.8% from $38.9B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new APH positions and 56 closed out — a net gain of 25 holders — while 303 added to existing stakes and 294 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $568M. The largest seller was JP Morgan Chase, cutting an estimated $181M.

  • 836 institutional investors held Amphenol (APH) as of Q3 2021, up from 819 in Q2 2021.
  • Funds reported $42B of Amphenol stock for Q3 2021, up 7.8% quarter-over-quarter.
  • 81 funds opened new Amphenol positions in Q3 2021 and 56 closed out, a net change of +25 holders.
  • The largest Amphenol buyer in Q3 2021 was T. Rowe Price Associates, an estimated $568M added.
  • The largest Amphenol seller in Q3 2021 was JP Morgan Chase, an estimated $181M sold.

Based on aggregated 13F filings for Q3 2021.