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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
WB
601
Webster Bank
Connecticut
$107K
CBT
602
Capital Bank & Trust
California
$103K +$6.81K +74 +7%
MCM
603
Manchester Capital Management
Vermont
$102K
JCM
604
Jacobi Capital Management
Pennsylvania
$95K
PFBT
605
Parkside Financial Bank & Trust
Missouri
$95K +$1.56K +17 +2%
EWM
606
Evercore Wealth Management
New York
$92K
CTC
607
Central Trust Company
Missouri
$87K -$10.9K -119 -11%
CAL
608
Capital Analysts LLC
Pennsylvania
$86K
NSIM
609
North Star Investment Management
Illinois
$86K
FPFS
610
First Personal Financial Services
North Carolina
$84K +$43.7K +475 +115%
CFG
611
CKW Financial Group
Hawaii
$83K
HFP
612
Holistic Financial Partners
Indiana
$82K +$79.3K +862 New
EMG
613
ETF Managers Group
New Jersey
$79K +$10.9K +118 +17%
VFA
614
Valeo Financial Advisors
Indiana
$79K +$32.4K +352 +74%
MFW
615
Mosaic Family Wealth
Missouri
$76K -$171K -1,857 -70%
PGWM
616
Parisi Gray Wealth Management
New Jersey
$76K +$73.5K +799 New
ACM
617
AUA Capital Management
Pennsylvania
$73K
AAM
618
Advisors Asset Management
Colorado
$62K -$276 -3 -0.5%
PMFA
619
Plante Moran Financial Advisors
Michigan
$59K +$57.5K +625 New
SSB
620
Sandy Spring Bank
Maryland
$58K +$10.2K +111 +22%
CG
621
Cutler Group
California
$54K -$838K -9,104 -94%
Group One Trading
622
Group One Trading
Illinois
$54K +$52K +565 New
WTB
623
Washington Trust Bank
Washington
$52K +$37.3K +405 +291%
ARMC
624
American Research & Management Company
Massachusetts
$50K
ZB
625
Zions Bancorporation
Utah
$50K +$4.05K +44 +9%

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.