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TE Connectivity

549 hedge funds and large institutions have $21.1B invested in TE Connectivity in 2016 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 173 increasing their positions, 209 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $8.32M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

33% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 45

12% more capital invested

Capital invested by funds: $18.8B → $21.1B (+$2.31B)

2% more funds holding

Funds holding: 539549 (+10)

0.32% more ownership

Funds ownership: 91.97%92.29% (+0.32%)

17% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 209

Holders
549
Holders Change
+10
Holders Change %
+1.86%
% of All Funds
14.65%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
60
Increased
173
Reduced
209
Closed
45
Calls
$32.2M
Puts
$8.32M
Net Calls
+$23.9M
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
501
Solaris Asset Management
New York
$13K +$12.1K +198 New
EFSCE
502
Enterprise Financial Services Corp (EFSC)
Missouri
$12K -$2.81K -46 -20%
PCP
503
Proficio Capital Partners
Massachusetts
$12K
SF
504
Synovus Financial
Georgia
$12K +$61 +1 +0.6%
MCM
505
MV Capital Management
Maryland
$11K +$7.16K +117 +202%
SI
506
Sentry Investments
Ontario, Canada
$10.9K +$30.6K +500 +0.3%
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$10K -$4.77K -78 -33%
WA
508
WFG Advisors
Texas
$10K -$612 -10 -6%
EDRH
509
Edmond de Rothschild Holding
Switzerland
$10K
EDRS
510
Edmond de Rothschild (Suisse)
Switzerland
$10K
OC
511
Oakworth Capital
Alabama
$9K +$2.75K +45 +45%
MWM
512
MinichMacGregor Wealth Management
New York
$8K
VCM
513
Versant Capital Management
Arizona
$8K +$2.02K +33 +34%
AIS
514
Accurate Investment Solutions
Pennsylvania
$7K
JIC
515
Joel Isaacson & Co
New York
$7K
QCG
516
Quadrant Capital Group
Ohio
$7K
VIA
517
Vantage Investment Advisors
Pennsylvania
$7K +$61 +1 +0.9%
FNBT
518
FineMark National Bank & Trust
Florida
$7K +$1.53K +25 +32%
WIC
519
Woodmont Investment Counsel
Tennessee
$7K +$6.18K +101 New
MSFP
520
Mark Sheptoff Financial Planning
Connecticut
$6K
TCM
521
Tradewinds Capital Management
Washington
$6K
VOYA Investment Management
522
VOYA Investment Management
Georgia
$5.79K -$35.8K -585 -0.6%
CBT
523
Central Bank & Trust
Kentucky
$5K -$10.9K -179 -72%
WAS
524
WESPAC Advisors SoCal
California
$4.83K +$4.59K +75 New
FMII
525
Farmers & Merchants Investments Inc
Nebraska
$4K

TEL Hedge Fund Activity: Q3 2016 in Review

549 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in TE Connectivity (TEL) for Q3 2016, worth a combined $21.1B — up 12% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new TEL positions and 45 closed out — a net gain of 15 holders — while 173 added to existing stakes and 209 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $165M. The largest seller was JP Morgan Chase, cutting an estimated $245M.

  • 549 institutional investors held TE Connectivity (TEL) as of Q3 2016, up from 539 in Q2 2016.
  • Funds reported $21.1B of TE Connectivity stock for Q3 2016, up 12% quarter-over-quarter.
  • 60 funds opened new TE Connectivity positions in Q3 2016 and 45 closed out, a net change of +15 holders.
  • The largest TE Connectivity buyer in Q3 2016 was Hotchkis & Wiley Capital Management, an estimated $165M added.
  • The largest TE Connectivity seller in Q3 2016 was JP Morgan Chase, an estimated $245M sold.

Based on aggregated 13F filings for Q3 2016.