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TE Connectivity
TEL

700 hedge funds and large institutions have $23.1B invested in TE Connectivity in 2018 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 220 increasing their positions, 260 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.04% less ownership

Funds ownership: 91.6% → 90.55% (-1%)

4% less funds holding

Funds holding: 732 → 700 (-32)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

15% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 260

18% less capital invested

Capital invested by funds: $28.1B → $23.1B (-$4.98B)

20% less call options, than puts

Call options by funds: $21.8M | Put options by funds: $27.3M

22% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 116

Holders
700
Holders Change
-32
Holders Change %
-4.37%
% of All Funds
15.6%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
91
Increased
220
Reduced
260
Closed
116
Calls
$21.8M
Puts
$27.3M
Net Calls
-$5.47M
Net Calls Change
+$1.23M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$350M
2
Dodge & Cox
Dodge & Cox
California
+$169M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$135M
4
EIG
EdgePoint Investment Group
Ontario, Canada
+$127M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$98.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$303M
2
Boston Partners
Boston Partners
Massachusetts
-$245M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$156M
4
TCIM
TIAA CREF Investment Management
New York
-$128M
5
BlackRock
BlackRock
New York
-$122M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
451
Tompkins Financial
New York
$344K -$41.7K -541 -11%
SFS
452
Sowell Financial Services
Arkansas
$344K +$8.39K +109 +2%
MA
453
Montag & Associates
Georgia
$340K – – –
AWM
454
Alterna Wealth Management
Texas
$333K +$326K +4,230 New
CB
455
Commerce Bank
Missouri
$332K +$2.93K +38 +0.9%
FLPIM
456
F.L. Putnam Investment Management
Massachusetts
$325K +$38K +494 +13%
WKWM
457
Walter & Keenan Wealth Management
Indiana
$318K – – –
ODCM
458
Old Dominion Capital Management
Virginia
$318K +$53.8K +698 +20%
AL
459
Arnhold LLC
New York
$310K – – –
STA
460
Summit Trail Advisors
New York
$304K -$2.02M -26,167 -87%
BLA
461
Balter Liquid Alternatives
Massachusetts
$300K – – –
BDF
462
Balasa Dinverno & Foltz
$296K -$1.16K -15 -0.4%
MC
463
Machina Capital
France
$291K +$296K +3,844 New
LOAME
464
Lombard Odier Asset Management (Europe)
United Kingdom
$290K – – –
IWP
465
Icon Wealth Partners
Texas
$290K +$2.23K +29 +0.8%
Nomura Holdings
466
Nomura Holdings
Japan
$289K +$294K +3,822 New
Lazard Asset Management
467
Lazard Asset Management
New York
$285K +$17.5K +227 +6%
FWIA
468
Fort Washington Investment Advisors
Ohio
$279K -$77.9K -1,011 -22%
BC
469
Banced Corp
Illinois
$278K +$4.54K +59 +2%
ET
470
Equitable Trust
Tennessee
$276K -$10K -130 -3%
FFBTD
471
First Financial Bank - Trust Division
Ohio
$271K -$27.7K -360 -9%
C
472
Cerebellum
California
$268K +$120K +1,563 +79%
CIBC World Market
473
CIBC World Market
Ontario, Canada
$264K -$111K -1,443 -29%
LDB
474
Lee, Danner & Bass
Tennessee
$263K – – –
FB
475
Fulton Bank
Pennsylvania
$262K -$217K -2,820 -45%
17 18
19
20 21

TEL Hedge Fund Activity: Q4 2018 in Review

700 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in TE Connectivity (TEL) for Q4 2018, worth a combined $23.1B — down 18% from $28.1B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of TEL and 91 opened new positions — a net loss of 25 holders — while 260 trimmed existing stakes and 220 added.

The largest buyer was Generation Investment Management, opening a new position worth an estimated $350M. The largest seller was Capital World Investors, cutting an estimated $303M.

  • 700 institutional investors held TE Connectivity (TEL) as of Q4 2018, down from 732 in Q3 2018.
  • Funds reported $23.1B of TE Connectivity stock for Q4 2018, down 18% quarter-over-quarter.
  • 91 funds opened new TE Connectivity positions in Q4 2018 and 116 closed out, a net change of -25 holders.
  • The largest TE Connectivity buyer in Q4 2018 was Generation Investment Management, an estimated $350M added.
  • The largest TE Connectivity seller in Q4 2018 was Capital World Investors, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2018.