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TE Connectivity
TEL

652 hedge funds and large institutions have $24.9B invested in TE Connectivity in 2020 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 202 increasing their positions, 272 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

29% more capital invested

Capital invested by funds: $19.2B → $24.9B (+$5.63B)

1.05% more ownership

Funds ownership: 91.46% → 92.51% (+1.1%)

1% less funds holding

Funds holding: 657 → 652 (-5)

1% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 76

26% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 272

47% less call options, than puts

Call options by funds: $27.6M | Put options by funds: $51.8M

Holders
652
Holders Change
-5
Holders Change %
-0.76%
% of All Funds
13.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
75
Increased
202
Reduced
272
Closed
76
Calls
$27.6M
Puts
$51.8M
Net Calls
-$24.1M
Net Calls Change
-$17.7M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$479M
2
Citadel Advisors
Citadel Advisors
Florida
+$114M
3
N
Nuveen
North Carolina
+$100M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$95.1M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$87.9M

Top Sellers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
-$317M
2
Harris Associates
Harris Associates
Illinois
-$228M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$145M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$108M
5
EIG
EdgePoint Investment Group
Ontario, Canada
-$87M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
626
Cordasco Financial Network
Florida
$3K – – –
HI
627
Hudock Inc
Pennsylvania
$3K – – –
SFA
628
Semmax Financial Advisors
North Carolina
$3K – – –
TFS
629
TrustCore Financial Services
Tennessee
$3K – – –
HR
630
Howe & Rusling
New York
$3K +$151 +2 +5%
APWA
631
Atlas Private Wealth Advisors
New Jersey
$3K +$2.41K +32 New
NIM
632
NuWave Investment Management
New Jersey
$3K +$3.16K +42 New
RA
633
Rational Advisors
New York
$3K +$3.16K +42 New
SWA
634
Sutton Wealth Advisors
Florida
$2.69K +$527 +7 +27%
BFC
635
Bedel Financial Consulting
Indiana
$2K – – –
HGWM
636
Harvest Group Wealth Management
Massachusetts
$2K – – –
LFG
637
LifePlan Financial Group
Ohio
$2K – – –
MFT
638
Moisand Fitzgerald Tamayo
Florida
$2K – – –
M
639
MOTCO
Texas
$2K – – –
CFD
640
Creative Financial Designs
Indiana
$2K +$1.81K +24 New
CAM
641
Costello Asset Management
Pennsylvania
$2K +$1.88K +25 New
AA
642
Ancora Advisors
Ohio
$1K – – –
JFGIW
643
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K – – –
LWA
644
Lowe Wealth Advisors
Maryland
$1K – – –
MF
645
Manchester Financial
California
$1K – – –
SWM
646
Selective Wealth Management
Virginia
$1K – – –
TFA
647
Transamerica Financial Advisors
Florida
$1K +$75 +1 New
UFF
648
USA Financial Formulas
Michigan
$1K +$1.05K +14 New
TI
649
tru Independence
Oregon
$15 – – –
WIM
650
Westside Investment Management
California
$7 – – –
24 25
26
27 28

TEL Hedge Fund Activity: Q2 2020 in Review

652 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in TE Connectivity (TEL) for Q2 2020, worth a combined $24.9B — up 29% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of TEL and 75 opened new positions — a net loss of 1 holder — while 272 trimmed existing stakes and 202 added.

The largest buyer was Ameriprise, adding an estimated $479M. The largest seller was Fiduciary Management Inc, cutting an estimated $317M.

  • 652 institutional investors held TE Connectivity (TEL) as of Q2 2020, down from 657 in Q1 2020.
  • Funds reported $24.9B of TE Connectivity stock for Q2 2020, up 29% quarter-over-quarter.
  • 75 funds opened new TE Connectivity positions in Q2 2020 and 76 closed out, a net change of -1 holder.
  • The largest TE Connectivity buyer in Q2 2020 was Ameriprise, an estimated $479M added.
  • The largest TE Connectivity seller in Q2 2020 was Fiduciary Management Inc, an estimated $317M sold.

Based on aggregated 13F filings for Q2 2020.