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Sensata Technologies

214 hedge funds and large institutions have $6.32B invested in Sensata Technologies in 2013 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 94 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 21

161% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 36

24% more funds holding

Funds holding: 172214 (+42)

2% less capital invested

Capital invested by funds: $6.42B → $6.32B (-$102M)

8.53% less ownership

Funds ownership: 96.69%88.16% (-8.5%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

94% less call options, than puts

Call options by funds: $19K | Put options by funds: $314K

Holders
214
Holders Change
+42
Holders Change %
+24.42%
% of All Funds
6.21%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
65
Increased
94
Reduced
36
Closed
21
Calls
$19K
Puts
$314K
Net Calls
-$295K
Net Calls Change
+$527K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$1.18B -$721M -18,818,042 -38%
JHIU
2
Janus Henderson Investors US
Colorado
$529M +$301K +7,857 +0.1%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$325M +$22.4M +585,800 +8%
SCM
4
Scout Capital Management
New York
$299M -$30.6M -800,000 -9%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$286M +$93.9M +2,451,710 +50%
Vanguard Group
6
Vanguard Group
Pennsylvania
$265M +$20.2M +527,513 +8%
Wells Fargo
7
Wells Fargo
California
$262M +$33.7M +881,030 +15%
BRC
8
Blue Ridge Capital
New York
$255M
TP
9
Tesuji Partners
New Jersey
$246M +$66.6M +1,739,661 +38%
Goldman Sachs
10
Goldman Sachs
New York
$200M +$42.4M +1,106,514 +27%
PCM
11
Pennant Capital Management
New Jersey
$160M -$33.7M -880,910 -18%
Bank of America
12
Bank of America
North Carolina
$136M +$133M +3,479,077 +9,947%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$127M +$42.2M +1,101,049 +50%
AllianceBernstein
14
AllianceBernstein
Tennessee
$122M +$57.5M +1,500,998 +92%
C
15
Consulta
United Kingdom
$110M +$48.3M +1,259,752 +80%
SP
16
Stockbridge Partners
Massachusetts
$107M
BCPEM
17
Bain Capital Public Equity Management
Massachusetts
$94.1M -$57.2M -1,494,492 -38%
BIT
18
BlackRock Institutional Trust
California
$89.6M +$10.5M +274,830 +14%
WCM Investment Management
19
WCM Investment Management
California
$89.5M +$29.3M +764,941 +50%
Principal Financial Group
20
Principal Financial Group
Iowa
$84.8M +$1.29M +33,609 +2%
ASA
21
Armstrong Shaw Associates
Connecticut
$68.3M +$18.2M +476,065 +37%
Citigroup
22
Citigroup
New York
$65.5M +$62.4M +1,628,333 +2,669%
AI
23
Axiom Investors
Connecticut
$64.8M +$335K +8,750 +0.5%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$61.9M -$4.39M -114,522 -7%
CANY
25
Caxton Associates (New York)
New York
$58.2M +$57.5M +1,500,000 New

ST Hedge Fund Activity: Q4 2013 in Review

214 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Sensata Technologies (ST) for Q4 2013, worth a combined $6.32B — down 1.6% from $6.42B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new ST positions and 21 closed out — a net gain of 44 holders — while 94 added to existing stakes and 36 trimmed.

The largest buyer was Bank of America, adding an estimated $133M. The largest seller was Bain Capital Investors, cutting an estimated $721M.

  • 214 institutional investors held Sensata Technologies (ST) as of Q4 2013, up from 172 in Q3 2013.
  • Funds reported $6.32B of Sensata Technologies stock for Q4 2013, down 1.6% quarter-over-quarter.
  • 65 funds opened new Sensata Technologies positions in Q4 2013 and 21 closed out, a net change of +44 holders.
  • The largest Sensata Technologies buyer in Q4 2013 was Bank of America, an estimated $133M added.
  • The largest Sensata Technologies seller in Q4 2013 was Bain Capital Investors, an estimated $721M sold.

Based on aggregated 13F filings for Q4 2013.