We are live on ! Find out more
TEL icon

TE Connectivity
TEL

650 hedge funds and large institutions have $26.7B invested in TE Connectivity in 2017 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 216 increasing their positions, 237 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

5% more capital invested

Capital invested by funds: $25.3B → $26.7B (+$1.33B)

3% more funds holding

Funds holding: 630 → 650 (+20)

0.13% more ownership

Funds ownership: 90.76% → 90.89% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 237

35% less call options, than puts

Call options by funds: $24.4M | Put options by funds: $37.5M

Holders
650
Holders Change
+20
Holders Change %
+3.17%
% of All Funds
16.21%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
61
Increased
216
Reduced
237
Closed
35
Calls
$24.4M
Puts
$37.5M
Net Calls
-$13.1M
Net Calls Change
-$8M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$99.7M
2
Boston Partners
Boston Partners
Massachusetts
+$75.1M
3
Invesco
Invesco
Georgia
+$50.8M
4
AL
AJO LP
Pennsylvania
+$46.8M
5
Asset Management One
Asset Management One
Japan
+$41.5M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
-$93.1M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$90.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$81.4M
4
LP
Longview Partners
Guernsey
-$63.3M
5
Two Sigma Investments
Two Sigma Investments
New York
-$54M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
601
Washington Trust Bank
Washington
$11K +$8.04K +100 +256%
PFO
602
Pathstone Family Office
New Jersey
$10K +$10K +125 New
WAS
603
WESPAC Advisors SoCal
California
$10K +$10.4K +129 New
AIS
604
Accurate Investment Solutions
Pennsylvania
$9K – – –
MFBTD
605
MB Financial Bank - Trust Department
Illinois
$9K – – –
VIA
606
Vantage Investment Advisors
Pennsylvania
$9K – – –
FMII
607
Farmers & Merchants Investments Inc
Nebraska
$9K +$3.38K +42 +63%
IWM
608
IHT Wealth Management
Illinois
$9K +$5.31K +66 +153%
HR
609
Howe & Rusling
New York
$8K -$6.03K -75 -44%
AA
610
AlphaMark Advisors
Kentucky
$8K – – –
FIB
611
First Interstate Bank
Montana
$8K – – –
MSFP
612
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
OC
613
Oakworth Capital
Alabama
$8K – – –
JFA
614
JNBA Financial Advisors
Minnesota
$8K +$80 +1 +1%
SIAS
615
Shine Investment Advisory Services
Colorado
$8K +$1.69K +21 +30%
CAPTRUST Financial Advisors
616
CAPTRUST Financial Advisors
North Carolina
$8K +$6.43K +80 New
AFNAS
617
American Financial Network Advisory Services
California
$8K +$7.32K +91 New
LA
618
Legacy Advisors
Pennsylvania
$8K +$7.88K +98 New
BONST
619
Bank of Nova Scotia Trust
Ontario, Canada
$8K +$8.2K +102 New
WIM
620
Westside Investment Management
California
$7.59K – – –
OFW
621
Omnia Family Wealth
Florida
$6K – – –
CIM
622
Contravisory Investment Management
Massachusetts
$6K +$5.47K +68 New
AIM
623
Advantage Investment Management
Iowa
$5K – – –
MCM
624
MV Capital Management
Maryland
$4K -$10.2K -127 -73%
FFW
625
Fusion Family Wealth
New York
$4K -$4.82K -60 -55%
23 24
25
26 27

TEL Hedge Fund Activity: Q3 2017 in Review

650 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TE Connectivity (TEL) for Q3 2017, worth a combined $26.7B — up 5.2% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new TEL positions and 35 closed out — a net gain of 26 holders — while 216 added to existing stakes and 237 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $99.7M. The largest seller was Fiduciary Management Inc, cutting an estimated $93.1M.

  • 650 institutional investors held TE Connectivity (TEL) as of Q3 2017, up from 630 in Q2 2017.
  • Funds reported $26.7B of TE Connectivity stock for Q3 2017, up 5.2% quarter-over-quarter.
  • 61 funds opened new TE Connectivity positions in Q3 2017 and 35 closed out, a net change of +26 holders.
  • The largest TE Connectivity buyer in Q3 2017 was Janus Henderson Group, an estimated $99.7M added.
  • The largest TE Connectivity seller in Q3 2017 was Fiduciary Management Inc, an estimated $93.1M sold.

Based on aggregated 13F filings for Q3 2017.