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TE Connectivity

818 hedge funds and large institutions have $40.5B invested in TE Connectivity in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 320 increasing their positions, 269 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

50% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 58

19% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 269

3% more funds holding

Funds holding: 794818 (+24)

5% more call options, than puts

Call options by funds: $59.8M | Put options by funds: $57.1M

4% more capital invested

Capital invested by funds: $39.1B → $40.5B (+$1.48B)

0.42% less ownership

Funds ownership: 91.58%91.16% (-0.42%)

Holders
818
Holders Change
+24
Holders Change %
+3.02%
% of All Funds
14.24%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
87
Increased
320
Reduced
269
Closed
58
Calls
$59.8M
Puts
$57.1M
Net Calls
+$2.78M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
601
Carson Wealth (CWM LLC)
Nebraska
$258K
IFAM
602
Institutional & Family Asset Management
Colorado
$258K
EWA
603
EP Wealth Advisors
California
$254K +$12.5K +93 +5%
IAN
604
Integrated Advisors Network
Texas
$249K +$247K +1,844 New
PCA
605
Personal Capital Advisors
California
$247K +$245K +1,829 New
9WM
606
9258 Wealth Management
Ohio
$245K +$243K +1,811 New
BP
607
Ballentine Partners
Massachusetts
$244K +$242K +1,805 New
MC
608
Machina Capital
France
$243K +$241K +1,800 New
PWPS
609
Pinnacle Wealth Planning Services
Ohio
$242K +$3.75K +28 +2%
SIC
610
Sigma Investment Counselors
Michigan
$239K +$6.57K +49 +3%
NO
611
Ninety One
South Africa
$238K +$179K +1,335 +319%
NDSI
612
Newman Dignan & Sheerar Inc
Rhode Island
$237K
TPCW
613
TD Private Client Wealth
New York
$235K +$37.2K +278 +19%
ESB
614
Essex Savings Bank
Connecticut
$235K +$134 +1 +0.1%
DWA
615
Douglass Winthrop Advisors
New York
$234K
KMWM
616
Keudell/Morrison Wealth Management
Oregon
$234K +$268 +2 +0.1%
IWM
617
IHT Wealth Management
Illinois
$234K +$17.6K +131 +8%
BG
618
Bahl & Gaynor
Ohio
$233K
CCM
619
Coldstream Capital Management
Washington
$233K +$17.6K +131 +8%
EFS
620
Essex Financial Services
Connecticut
$232K
WKWM
621
Walter & Keenan Wealth Management
Indiana
$230K -$335K -2,500 -60%
SRC
622
Sage Rhino Capital
California
$230K +$2.01K +15 +0.9%
GWM
623
Geneos Wealth Management
Colorado
$229K -$24.4K -182 -10%
WC
624
Woodstock Corp
Massachusetts
$229K
CA
625
Clearstead Advisors
Ohio
$224K +$3.22K +24 +1%

TEL Hedge Fund Activity: Q2 2021 in Review

818 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in TE Connectivity (TEL) for Q2 2021, worth a combined $40.5B — up 3.8% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new TEL positions and 58 closed out — a net gain of 29 holders — while 320 added to existing stakes and 269 trimmed.

The largest buyer was BlackRock, adding an estimated $231M. The largest seller was Bank of New York Mellon, cutting an estimated $249M.

  • 818 institutional investors held TE Connectivity (TEL) as of Q2 2021, up from 794 in Q1 2021.
  • Funds reported $40.5B of TE Connectivity stock for Q2 2021, up 3.8% quarter-over-quarter.
  • 87 funds opened new TE Connectivity positions in Q2 2021 and 58 closed out, a net change of +29 holders.
  • The largest TE Connectivity buyer in Q2 2021 was BlackRock, an estimated $231M added.
  • The largest TE Connectivity seller in Q2 2021 was Bank of New York Mellon, an estimated $249M sold.

Based on aggregated 13F filings for Q2 2021.