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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
BG
501
Bahl & Gaynor
Ohio
$207K -$378K -4,905 -64%
VV
502
Verity & Verity
South Carolina
$201K +$205K +2,660 New
Federated Hermes
503
Federated Hermes
Pennsylvania
$199K -$12.1M -156,648 -98%
PAMU
504
Pictet Asset Management (UK)
United Kingdom
$195K +$18.5M +240,848 +10%
ECM
505
Estabrook Capital Management
New York
$189K – – –
FMLI
506
Fukoku Mutual Life Insurance
Japan
$185K -$154K -2,000 -45%
CBT
507
Capital Bank & Trust
California
$171K +$50.5K +656 +41%
HNB
508
Huntington National Bank
Ohio
$165K +$37.4K +486 +29%
TCOV
509
Trust Company of Vermont
Vermont
$163K -$8.63K -112 -5%
IFAM
510
Institutional & Family Asset Management
Colorado
$147K – – –
DSI
511
Daiwa SB Investments
Japan
$135K +$15.4K +200 +13%
SIA
512
Sit Investment Associates
Minnesota
$134K -$7.94M -103,150 -98%
WEC
513
Winslow Evans & Crocker
Massachusetts
$134K -$41.7K -542 -24%
BAM
514
Belpointe Asset Management
Nevada
$134K -$2.62K -34 -2%
YWP
515
YorkBridge Wealth Partners
New York
$125K +$6.16K +80 +5%
ARMT
516
Amica Retiree Medical Trust
Rhode Island
$124K – – –
PI
517
PEAK6 Investments
Illinois
$122K +$124K +1,609 New
Schroder Investment Management Group
518
Schroder Investment Management Group
United Kingdom
$119K +$32M +415,667 +36%
AC
519
Avestar Capital
New York
$118K -$17.6K -229 -11%
OFS
520
Orrstown Financial Services
Pennsylvania
$115K – – –
BCWM
521
Bartlett & Co Wealth Management
Ohio
$113K – – –
HIIFS
522
Harel Insurance Investments & Financial Services
Israel
$113K -$424K -5,500 -79%
BWP
523
Baldwin Wealth Partners
Massachusetts
$113K – – –
BC
524
Bartlett & Co
Ohio
$113K – – –
GWM
525
Geneos Wealth Management
Colorado
$111K +$462 +6 +0.4%
19 20
21
22 23

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.