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TE Connectivity

735 hedge funds and large institutions have $30.7B invested in TE Connectivity in 2017 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 221 increasing their positions, 261 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 39

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

15% more capital invested

Capital invested by funds: $26.7B → $30.7B (+$4.06B)

13% more funds holding

Funds holding: 650735 (+85)

1.15% more ownership

Funds ownership: 90.89%92.04% (+1.1%)

15% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 261

27% less call options, than puts

Call options by funds: $22.6M | Put options by funds: $30.9M

Holders
735
Holders Change
+85
Holders Change %
+13.08%
% of All Funds
16.67%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.29%
New
128
Increased
221
Reduced
261
Closed
39
Calls
$22.6M
Puts
$30.9M
Net Calls
-$8.38M
Net Calls Change
+$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
526
WealthTrust Axiom
Pennsylvania
$326K
BLA
527
Balter Liquid Alternatives
Massachusetts
$316K +$19.8K +215 +7%
MIC
528
Meridian Investment Counsel
California
$313K
JA
529
JOYN Advisors
Georgia
$306K +$296K +3,222 New
FWM
530
Frontier Wealth Management
Missouri
$299K -$367K -3,989 -56%
BWAM
531
Boyd Watterson Asset Management
Ohio
$299K +$8.74K +95 +3%
BC
532
Burney Company
Virginia
$299K +$290K +3,150 New
FLII
533
First Long Island Investors
New York
$295K
LW
534
Linscomb Wealth
Texas
$295K
LWCFA
535
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$285K
BAM
536
Belpointe Asset Management
Nevada
$276K +$9.48K +103 +4%
AWM
537
Avior Wealth Management
Nebraska
$276K +$268K +2,909 New
TRCT
538
Tower Research Capital (TRC)
New York
$275K +$238K +2,585 +845%
CPH
539
C Partners Holding
Switzerland
$274K +$265K +2,885 New
ECM
540
Estabrook Capital Management
New York
$273K
SAM
541
Seelaus Asset Management
New Jersey
$272K +$264K +2,865 New
FANJ
542
Financial Architects (New Jersey)
New Jersey
$269K
MBA
543
McQueen Ball & Associates
Pennsylvania
$269K
BFEC
544
Benjamin F. Edwards & Company
Missouri
$267K
CL
545
Choreo LLC
Illinois
$265K -$1.47K -16 -0.6%
CCM
546
Condor Capital Management
New Jersey
$265K +$257K +2,791 New
AIS
547
American Investment Services
Massachusetts
$256K
ASN
548
Advisory Services Network
Georgia
$256K +$144K +1,565 +139%
IWA
549
Intercontinental Wealth Advisors
Texas
$255K -$57.4K -624 -19%
VAM
550
Visionary Asset Management
Texas
$254K +$246K +2,673 New

TEL Hedge Fund Activity: Q4 2017 in Review

735 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in TE Connectivity (TEL) for Q4 2017, worth a combined $30.7B — up 15% from $26.7B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new TEL positions and 39 closed out — a net gain of 89 holders — while 221 added to existing stakes and 261 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $232M. The largest seller was Dodge & Cox, cutting an estimated $222M.

  • 735 institutional investors held TE Connectivity (TEL) as of Q4 2017, up from 650 in Q3 2017.
  • Funds reported $30.7B of TE Connectivity stock for Q4 2017, up 15% quarter-over-quarter.
  • 128 funds opened new TE Connectivity positions in Q4 2017 and 39 closed out, a net change of +89 holders.
  • The largest TE Connectivity buyer in Q4 2017 was Janus Henderson Group, an estimated $232M added.
  • The largest TE Connectivity seller in Q4 2017 was Dodge & Cox, an estimated $222M sold.

Based on aggregated 13F filings for Q4 2017.