We are live on ! Find out more
TEL icon

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
FAM
651
Fred Alger Management
New York
$25K
WAP
652
Wealthcare Advisory Partners
Pennsylvania
$24K
TCM
653
TD Capital Management
Tennessee
$23K +$22.3K +242 New
SFG
654
SevenBridge Financial Group
Pennsylvania
$22K
CFA
655
Carroll Financial Associates
North Carolina
$22K +$92 +1 +0.4%
PCP
656
Proficio Capital Partners
Massachusetts
$22K +$1.38K +15 +7%
TL
657
TrueWealth LLC
Georgia
$21K +$20.1K +219 New
MUS
658
Mitsubishi UFJ Securities
Japan
$20K -$20.2K -220 -51%
DAM
659
Delta Asset Management
Tennessee
$20K
BDWM
660
Brewin Dolphin Wealth Management
Ireland
$19K
GBBWRPM
661
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$19K
MCM
662
Mainstay Capital Management
Michigan
$17K +$16.4K +178 New
MCM
663
McKinley Capital Management
Alaska
$16K +$15.6K +170 New
CAPTRUST Financial Advisors
664
CAPTRUST Financial Advisors
North Carolina
$15K +$7.18K +78 +98%
EDRH
665
Edmond de Rothschild Holding
Switzerland
$14K
CB
666
CNB Bank
Pennsylvania
$14K +$13.6K +148 New
NC
667
NewSquare Capital
Pennsylvania
$13K
WWM
668
Willingdon Wealth Management
North Carolina
$12K -$6.72K -73 -36%
EFSCE
669
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
PFO
670
Pathstone Family Office
New Jersey
$12K +$92 +1 +0.8%
FMII
671
Farmers & Merchants Investments Inc
Nebraska
$12K +$1.75K +19 +17%
OWA
672
One Wealth Advisors
California
$12K +$11.5K +125 New
NL
673
NVWM LLC
Pennsylvania
$12K +$12K +130 New
AIS
674
Accurate Investment Solutions
Pennsylvania
$11K
VIA
675
Vantage Investment Advisors
Pennsylvania
$11K

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.