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Amphenol

895 hedge funds and large institutions have $42.5B invested in Amphenol in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 352 increasing their positions, 316 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $29.7M | Put options by funds: $13.1M

16% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 80

11% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 316

0% more funds holding

Funds holding: 891895 (+4)

2.83% less ownership

Funds ownership: 192.08%189.25% (-2.8%)

15% less capital invested

Capital invested by funds: $50.1B → $42.5B (-$7.66B)

32% less funds holding in top 10

Funds holding in top 10: 2819 (-9)

Holders
895
Holders Change
+4
Holders Change %
+0.45%
% of All Funds
14.12%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.3%
New
93
Increased
352
Reduced
316
Closed
80
Calls
$29.7M
Puts
$13.1M
Net Calls
+$16.6M
Net Calls Change
+$8.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.21B +$348M +8,991,626 +7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.79B +$212M +5,468,828 +6%
BlackRock
3
BlackRock
New York
$3.3B +$48.6M +1,256,234 +1%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.04B -$99.6M -2,572,168 -5%
State Street
5
State Street
Massachusetts
$1.88B -$69.6M -1,797,500 -3%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.66B -$419M -10,807,574 -20%
AllianceBernstein
7
AllianceBernstein
Tennessee
$1.22B -$65.6M -1,693,042 -5%
ATO
8
Alecta Tjanstepension Omsesidigt
Sweden
$1.02B +$80.2M +2,070,000 +8%
JP Morgan Chase
9
JP Morgan Chase
New York
$941M -$22.5M -580,244 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$847M +$45.2M +1,167,412 +5%
Flossbach Von Storch
11
Flossbach Von Storch
Germany
$799M +$80.5M +2,078,442 +11%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$710M -$28M -723,564 -4%
Capital Research Global Investors
13
Capital Research Global Investors
California
$683M -$56.8M -1,465,946 -7%
Mawer Investment Management
14
Mawer Investment Management
Alberta, Canada
$663M +$3.56M +91,874 +0.5%
WCM Investment Management
15
WCM Investment Management
California
$545M +$10.7M +276,340 +2%
Amundi
16
Amundi
France
$527M +$20.5M +529,340 +4%
Northern Trust
17
Northern Trust
Illinois
$482M -$14.3M -369,020 -3%
Select Equity Group
18
Select Equity Group
New York
$455M -$75.4M -1,947,784 -14%
Norges Bank
19
Norges Bank
Norway
$434M +$32.7M +844,836 +8%
Lazard Asset Management
20
Lazard Asset Management
New York
$431M -$1.62M -41,766 -0.4%
Capital International Investors
21
Capital International Investors
California
$409M +$1.09M +28,064 +0.3%
Victory Capital Management
22
Victory Capital Management
Texas
$403M +$36.7M +948,738 +10%
Franklin Resources
23
Franklin Resources
California
$390M -$83.9M -2,165,770 -17%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$375M -$7.25M -187,252 -2%
Mackenzie Financial
25
Mackenzie Financial
Ontario, Canada
$373M -$149M -3,858,876 -28%

APH Hedge Fund Activity: Q1 2022 in Review

895 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Amphenol (APH) for Q1 2022, worth a combined $42.5B — down 15% from $50.1B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new APH positions and 80 closed out — a net gain of 13 holders — while 352 added to existing stakes and 316 trimmed.

The largest buyer was Vanguard Group, adding an estimated $348M. The largest seller was T. Rowe Price Associates, cutting an estimated $419M.

  • 895 institutional investors held Amphenol (APH) as of Q1 2022, up from 891 in Q4 2021.
  • Funds reported $42.5B of Amphenol stock for Q1 2022, down 15% quarter-over-quarter.
  • 93 funds opened new Amphenol positions in Q1 2022 and 80 closed out, a net change of +13 holders.
  • The largest Amphenol buyer in Q1 2022 was Vanguard Group, an estimated $348M added.
  • The largest Amphenol seller in Q1 2022 was T. Rowe Price Associates, an estimated $419M sold.

Based on aggregated 13F filings for Q1 2022.