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TE Connectivity
TEL

626 hedge funds and large institutions have $24.3B invested in TE Connectivity in 2017 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 204 increasing their positions, 219 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 52

7% more capital invested

Capital invested by funds: $22.7B → $24.3B (+$1.64B)

5% more funds holding

Funds holding: 596 → 626 (+30)

0.43% less ownership

Funds ownership: 92.19% → 91.77% (-0.43%)

7% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 219

13% less call options, than puts

Call options by funds: $31.3M | Put options by funds: $35.9M

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

Holders
626
Holders Change
+30
Holders Change %
+5.03%
% of All Funds
15.58%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.25%
New
90
Increased
204
Reduced
219
Closed
52
Calls
$31.3M
Puts
$35.9M
Net Calls
-$4.6M
Net Calls Change
-$8.15M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.2B
2
UBS AM
UBS AM
Illinois
+$119M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$82.3M
4
WCM
Wedge Capital Management
North Carolina
+$60.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$58.6M

Top Sellers

1
LP
Longview Partners
Guernsey
-$395M
2
SBAM
Santa Barbara Asset Management
California
-$113M
3
JP Morgan Chase
JP Morgan Chase
New York
-$99M
4
EIG
EdgePoint Investment Group
Ontario, Canada
-$81.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$66.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
551
Burt Wealth Advisors
Maryland
$24K – – –
GAM
552
Gemmer Asset Management
California
$24K – – –
CP
553
Corbenic Partners
Pennsylvania
$23K – – –
FMTCOCP
554
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22.4K – – –
IP
555
Isthmus Partners
Wisconsin
$22K – – –
BWM
556
Baystate Wealth Management
Massachusetts
$21K +$147 +2 +0.7%
BGIM
557
Brandywine Global Investment Management
Pennsylvania
$20K – – –
HR
558
Howe & Rusling
New York
$19K – – –
AFIA
559
America First Investment Advisors
Nebraska
$19K +$18.4K +250 New
SFG
560
SevenBridge Financial Group
Pennsylvania
$17K – – –
CFA
561
Carroll Financial Associates
North Carolina
$17K +$74 +1 +0.4%
AssetMark Inc
562
AssetMark Inc
California
$17K +$16.8K +229 +22,900%
DAM
563
Delta Asset Management
Tennessee
$16K – – –
EDRH
564
Edmond de Rothschild Holding
Switzerland
$16K – – –
PCP
565
Proficio Capital Partners
Massachusetts
$16K +$2.35K +32 +18%
EFSCE
566
Enterprise Financial Services Corp (EFSC)
Missouri
$15K – – –
TDC
567
Thompson Davis & Co
Virginia
$15K – – –
GBBWRPM
568
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$14K -$5.59K -76 -30%
IUHSA
569
Itau Unibanco Holding S.A.
Brazil
$14K +$14K +190 New
MCM
570
MV Capital Management
Maryland
$13K – – –
SF
571
Synovus Financial
Georgia
$13K – – –
WA
572
WFG Advisors
Texas
$12K -$368 -5 -3%
NC
573
NewSquare Capital
Pennsylvania
$10K +$9.71K +132 New
GI
574
Gradient Investments
Minnesota
$10K +$9.78K +133 New
MWM
575
MinichMacGregor Wealth Management
New York
$9K -$294 -4 -3%
21 22
23
24 25

TEL Hedge Fund Activity: Q1 2017 in Review

626 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in TE Connectivity (TEL) for Q1 2017, worth a combined $24.3B — up 7.2% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new TEL positions and 52 closed out — a net gain of 38 holders — while 204 added to existing stakes and 219 trimmed.

The largest buyer was BlackRock, adding an estimated $1.2B. The largest seller was Longview Partners, cutting an estimated $395M.

  • 626 institutional investors held TE Connectivity (TEL) as of Q1 2017, up from 596 in Q4 2016.
  • Funds reported $24.3B of TE Connectivity stock for Q1 2017, up 7.2% quarter-over-quarter.
  • 90 funds opened new TE Connectivity positions in Q1 2017 and 52 closed out, a net change of +38 holders.
  • The largest TE Connectivity buyer in Q1 2017 was BlackRock, an estimated $1.2B added.
  • The largest TE Connectivity seller in Q1 2017 was Longview Partners, an estimated $395M sold.

Based on aggregated 13F filings for Q1 2017.