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Sensata Technologies

252 hedge funds and large institutions have $7.95B invested in Sensata Technologies in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 103 increasing their positions, 76 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $42.4M | Put options by funds: $27.1M

36% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 76

7.07% more ownership

Funds ownership: 101.72%108.78% (+7.1%)

5% more capital invested

Capital invested by funds: $7.59B → $7.95B (+$364M)

10% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 41

2% less funds holding

Funds holding: 257252 (-5)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
252
Holders Change
-5
Holders Change %
-1.95%
% of All Funds
6.28%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.25%
New
37
Increased
103
Reduced
76
Closed
41
Calls
$42.4M
Puts
$27.1M
Net Calls
+$15.3M
Net Calls Change
-$96.7M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$967M +$100M +2,437,430 +12%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$645M +$620M +15,075,946 +58,992%
Vanguard Group
3
Vanguard Group
Pennsylvania
$589M +$22.4M +545,783 +4%
Franklin Resources
4
Franklin Resources
California
$519M +$1.82M +44,339 +0.4%
TP
5
Tesuji Partners
New Jersey
$427M
BlackRock
6
BlackRock
New York
$354M +$138M +3,369,088 +68%
Capital Research Global Investors
7
Capital Research Global Investors
California
$318M +$230K +5,599 +0.1%
GIM
8
Generation Investment Management
United Kingdom
$291M +$113M +2,759,522 +68%
CCM
9
Cantillon Capital Management
New York
$238M -$9.88M -240,394 -4%
Goldman Sachs
10
Goldman Sachs
New York
$202M +$29.8M +725,786 +18%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$199M -$18M -439,143 -9%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$198M -$11.6M -281,521 -6%
BRC
13
Blue Ridge Capital
New York
$189M +$25.2M +612,500 +16%
SA
14
SQ Advisors
Florida
$155M +$21.2M +515,337 +17%
ACH
15
ArrowMark Colorado Holdings
Colorado
$141M +$12.2M +296,794 +10%
ACM
16
Ashe Capital Management
New Jersey
$140M
State Street
17
State Street
Massachusetts
$137M +$67.9M +1,652,112 +106%
SP
18
Stockbridge Partners
Massachusetts
$135M -$4.11M -100,000 -3%
Wells Fargo
19
Wells Fargo
California
$128M -$1.61M -39,294 -1%
BWA
20
Brave Warrior Advisors
New York
$124M -$1.53M -37,244 -1%
Principal Financial Group
21
Principal Financial Group
Iowa
$121M +$1.69M +41,071 +1%
SCM
22
Sterling Capital Management
North Carolina
$84.3M +$12.6M +306,871 +18%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$77.2M +$12.5M +303,022 +20%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$56.4M +$12.4M +302,420 +30%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$55.9M +$53.8M +1,308,430 New

ST Hedge Fund Activity: Q2 2017 in Review

252 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Sensata Technologies (ST) for Q2 2017, worth a combined $7.95B — up 4.8% from $7.59B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of ST and 37 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 103 added.

The largest buyer was Janus Henderson Group, adding an estimated $620M. The largest seller was Bank of America, cutting an estimated $53M.

  • 252 institutional investors held Sensata Technologies (ST) as of Q2 2017, down from 257 in Q1 2017.
  • Funds reported $7.95B of Sensata Technologies stock for Q2 2017, up 4.8% quarter-over-quarter.
  • 37 funds opened new Sensata Technologies positions in Q2 2017 and 41 closed out, a net change of -4 holders.
  • The largest Sensata Technologies buyer in Q2 2017 was Janus Henderson Group, an estimated $620M added.
  • The largest Sensata Technologies seller in Q2 2017 was Bank of America, an estimated $53M sold.

Based on aggregated 13F filings for Q2 2017.