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Amphenol

1,007 hedge funds and large institutions have $47.7B invested in Amphenol in 2023 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 354 increasing their positions, 402 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 60

25% more call options, than puts

Call options by funds: $77.3M | Put options by funds: $61.8M

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

3% more funds holding

Funds holding: 9821,007 (+25)

2% less capital invested

Capital invested by funds: $48.4B → $47.7B (-$748M)

1.34% less ownership

Funds ownership: 191.64%190.3% (-1.3%)

12% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 402

Holders
1,007
Holders Change
+25
Holders Change %
+2.55%
% of All Funds
15.98%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.51%
New
93
Increased
354
Reduced
402
Closed
60
Calls
$77.3M
Puts
$61.8M
Net Calls
+$15.4M
Net Calls Change
+$39.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.06B +$7.79M +181,226 +0.1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.66B +$59.5M +1,383,928 +1%
BlackRock
3
BlackRock
New York
$4.08B +$36.5M +848,084 +0.9%
State Street
4
State Street
Massachusetts
$2.16B -$50.4M -1,171,450 -2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.79B -$84.4M -1,962,146 -4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.76B +$152M +3,525,804 +9%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.28B +$56.2M +1,306,708 +4%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.1B +$48.5M +1,128,220 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.08B +$22.2M +516,174 +2%
Norges Bank
10
Norges Bank
Norway
$887M +$20M +464,936 +2%
Morgan Stanley
11
Morgan Stanley
New York
$872M -$23M -534,332 -3%
AllianceBernstein
12
AllianceBernstein
Tennessee
$781M -$180M -4,178,454 -18%
Mawer Investment Management
13
Mawer Investment Management
Alberta, Canada
$708M -$16.4M -382,436 -2%
Flossbach Von Storch
14
Flossbach Von Storch
Germany
$664M +$13M +302,116 +2%
ATO
15
Alecta Tjanstepension Omsesidigt
Sweden
$652M -$43M -1,000,000 -6%
Lazard Asset Management
16
Lazard Asset Management
New York
$589M -$5.64M -131,166 -0.9%
Amundi
17
Amundi
France
$567M +$37.3M +866,962 +7%
Northern Trust
18
Northern Trust
Illinois
$520M +$30.2M +702,706 +6%
T. Rowe Price Investment Management
19
T. Rowe Price Investment Management
Maryland
$464M +$1.38M +32,152 +0.3%
Victory Capital Management
20
Victory Capital Management
Texas
$428M -$36.6M -851,098 -8%
Capital International Investors
21
Capital International Investors
California
$421M -$150K -3,488 -0%
Mackenzie Financial
22
Mackenzie Financial
Ontario, Canada
$414M -$13.6M -315,276 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$383M +$21.5M +500,584 +6%
Select Equity Group
24
Select Equity Group
New York
$367M +$1.96M +45,584 +0.5%
Invesco
25
Invesco
Georgia
$344M +$62.8M +1,459,698 +22%

APH Hedge Fund Activity: Q3 2023 in Review

1,007 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Amphenol (APH) for Q3 2023, worth a combined $47.7B — down 1.5% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new APH positions and 60 closed out — a net gain of 33 holders — while 354 added to existing stakes and 402 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $152M. The largest seller was Millennium Management, cutting an estimated $242M.

  • 1,007 institutional investors held Amphenol (APH) as of Q3 2023, up from 982 in Q2 2023.
  • Funds reported $47.7B of Amphenol stock for Q3 2023, down 1.5% quarter-over-quarter.
  • 93 funds opened new Amphenol positions in Q3 2023 and 60 closed out, a net change of +33 holders.
  • The largest Amphenol buyer in Q3 2023 was T. Rowe Price Associates, an estimated $152M added.
  • The largest Amphenol seller in Q3 2023 was Millennium Management, an estimated $242M sold.

Based on aggregated 13F filings for Q3 2023.