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Amphenol

891 hedge funds and large institutions have $50.1B invested in Amphenol in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 311 increasing their positions, 311 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 63

56% more funds holding in top 10

Funds holding in top 10: 1828 (+10)

43% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $18.5M

19% more capital invested

Capital invested by funds: $42B → $50.1B (+$8.14B)

7% more funds holding

Funds holding: 836891 (+55)

0.3% more ownership

Funds ownership: 191.78%192.08% (+0.3%)

0% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 311

Holders
891
Holders Change
+55
Holders Change %
+6.58%
% of All Funds
13.71%
Holding in Top 10
28
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+55.56%
% of All Funds
0.43%
New
130
Increased
311
Reduced
311
Closed
63
Calls
$26.4M
Puts
$18.5M
Net Calls
+$7.9M
Net Calls Change
+$5.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.66B +$18.1M +445,826 +0.3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.16B +$81.2M +2,006,276 +2%
BlackRock
3
BlackRock
New York
$3.78B +$215K +5,298 +0%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.48B -$12M -295,196 -0.5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$2.39B +$189M +4,677,336 +9%
State Street
6
State Street
Massachusetts
$2.26B +$32.5M +801,554 +2%
AllianceBernstein
7
AllianceBernstein
Tennessee
$1.49B +$70M +1,729,836 +5%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.12B -$131M -3,225,530 -11%
ATO
9
Alecta Tjanstepension Omsesidigt
Sweden
$1.09B
Geode Capital Management
10
Geode Capital Management
Massachusetts
$932M +$27.2M +672,376 +3%
Capital Research Global Investors
11
Capital Research Global Investors
California
$857M -$96.6M -2,385,420 -11%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$856M -$6.77M -167,188 -0.8%
Flossbach Von Storch
13
Flossbach Von Storch
Germany
$837M +$25.5M +630,058 +3%
Mawer Investment Management
14
Mawer Investment Management
Alberta, Canada
$766M -$7.47M -184,390 -1%
WCM Investment Management
15
WCM Investment Management
California
$621M +$26.7M +659,560 +5%
Select Equity Group
16
Select Equity Group
New York
$614M -$19.4M -480,080 -3%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$602M -$123M -3,034,174 -18%
Northern Trust
18
Northern Trust
Illinois
$576M -$6.37M -157,448 -1%
Amundi
19
Amundi
France
$563M +$36.4M +897,862 +7%
Franklin Resources
20
Franklin Resources
California
$548M +$6.77M +167,136 +1%
Lazard Asset Management
21
Lazard Asset Management
New York
$502M -$3.12M -77,122 -0.7%
UBS AM
22
UBS AM
Illinois
$480M +$1.48M +36,594 +0.3%
Capital International Investors
23
Capital International Investors
California
$473M +$330K +8,150 +0.1%
Norges Bank
24
Norges Bank
Norway
$467M -$14.8M -366,488 -3%
American Century Companies
25
American Century Companies
Missouri
$466M -$1.9M -47,008 -0.4%

APH Hedge Fund Activity: Q4 2021 in Review

891 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Amphenol (APH) for Q4 2021, worth a combined $50.1B — up 19% from $42B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new APH positions and 63 closed out — a net gain of 67 holders — while 311 added to existing stakes and 311 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $189M. The largest seller was JP Morgan Chase, cutting an estimated $131M.

  • 891 institutional investors held Amphenol (APH) as of Q4 2021, up from 836 in Q3 2021.
  • Funds reported $50.1B of Amphenol stock for Q4 2021, up 19% quarter-over-quarter.
  • 130 funds opened new Amphenol positions in Q4 2021 and 63 closed out, a net change of +67 holders.
  • The largest Amphenol buyer in Q4 2021 was T. Rowe Price Associates, an estimated $189M added.
  • The largest Amphenol seller in Q4 2021 was JP Morgan Chase, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2021.