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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
SQA
601
Simon Quick Advisors
New Jersey
$3K -$44.6K -606 -94%
AA
602
Apriem Advisors
California
$3K – – –
CFA
603
Camarda Financial Advisors
Florida
$3K – – –
FPB
604
First PREMIER Bank
South Dakota
$3K – – –
IWM
605
IHT Wealth Management
Illinois
$3K – – –
RWA
606
Ropes Wealth Advisors
Massachusetts
$3K – – –
WTB
607
Washington Trust Bank
Washington
$3K – – –
GRP
608
Global Retirement Partners
California
$3K +$3.24K +44 New
M
609
MOTCO
Texas
$3K +$3.38K +46 New
HWP
610
Hefty Wealth Partners
Indiana
$2K – – –
HI
611
Hudock Inc
Pennsylvania
$2K – – –
KF
612
Krilogy Financial
Missouri
$2K – – –
TFO
613
Tarbox Family Office
California
$2K – – –
DBT
614
Dubuque Bank & Trust
Iowa
$2K +$1.91K +26 New
WP
615
WealthPLAN Partners
Nebraska
$1.68K +$1.69K +23 New
SM
616
Sciencast Management
New Jersey
$1.07K +$1.05M +14,300 New
AC
617
Alexandria Capital
Virginia
$1K – – –
LYV
618
Live Your Vision
Pennsylvania
$1K – – –
LWA
619
Lowe Wealth Advisors
Maryland
$1K – – –
SAM
620
Shamrock Asset Management
Texas
$1K – – –
KLWA
621
Kelly Lawrence W & Associates
California
$1K +$588 +8 New
CT
622
Chicago Trust
Illinois
$557 – – –
USGIU
623
U.S. Global Investors (USGI)
Texas
$403 -$154K -2,100 -28%
Walleye Trading
624
Walleye Trading
New York
$257 +$254K +3,452 New
MBA
625
McQueen Ball & Associates
Pennsylvania
$211 +$208K +2,830 New
23 24
25
26 27

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.