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TE Connectivity
TEL

700 hedge funds and large institutions have $23.1B invested in TE Connectivity in 2018 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 220 increasing their positions, 260 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.04% less ownership

Funds ownership: 91.6% → 90.55% (-1%)

4% less funds holding

Funds holding: 732 → 700 (-32)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

15% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 260

18% less capital invested

Capital invested by funds: $28.1B → $23.1B (-$4.98B)

20% less call options, than puts

Call options by funds: $21.8M | Put options by funds: $27.3M

22% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 116

Holders
700
Holders Change
-32
Holders Change %
-4.37%
% of All Funds
15.6%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
91
Increased
220
Reduced
260
Closed
116
Calls
$21.8M
Puts
$27.3M
Net Calls
-$5.47M
Net Calls Change
+$1.23M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$350M
2
Dodge & Cox
Dodge & Cox
California
+$169M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$135M
4
EIG
EdgePoint Investment Group
Ontario, Canada
+$127M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$98.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$303M
2
Boston Partners
Boston Partners
Massachusetts
-$245M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$156M
4
TCIM
TIAA CREF Investment Management
New York
-$128M
5
BlackRock
BlackRock
New York
-$122M
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
651
Asset Dedication LLC
California
$6K – – –
IBOK
652
Independence Bank of Kentucky
Kentucky
$6K – – –
SIM
653
Sonora Investment Management
Arizona
$6K – – –
CAC
654
Certified Advisory Corp
Florida
$6K +$77 +1 +1%
LC
655
Lavaca Capital
Texas
$6K +$5.7K +74 New
FAM
656
Fred Alger Management
New York
$5K – – –
LWANC
657
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$5.01K +65 New
PWM
658
PRW Wealth Management
Massachusetts
$5K +$5.01K +65 New
MOS
659
MGO One Seven
Ohio
$5K +$5.85K +76 New
WOC
660
West Oak Capital
California
$4.16K – – –
MPWT
661
MassMutual Private Wealth & Trust
Connecticut
$4.08K – – –
HCM
662
Highlander Capital Management
New Jersey
$4K – – –
TCM
663
Tradewinds Capital Management
Washington
$4K – – –
TI
664
Truehand Inc
New Hampshire
$4K +$3.7K +48 New
LPC
665
Loeb Partners Corp
New York
$4K +$3.85K +50 New
TFO
666
Tarbox Family Office
California
$3K -$154 -2 -5%
AWM
667
Aevitas Wealth Management
Massachusetts
$3K – – –
CHC
668
City Holding Co
West Virginia
$3K – – –
CI
669
CX Institutional
Indiana
$3K – – –
DBT
670
Dubuque Bank & Trust
Iowa
$3K – – –
SMFS
671
Squar Milner Financial Services
California
$3K – – –
VCM
672
Versant Capital Management
Arizona
$3K – – –
SFA
673
Semmax Financial Advisors
North Carolina
$3K +$3.16K +41 New
CC
674
Claybrook Capital
Massachusetts
$3K +$3.39K +44 New
WDL
675
Well Done LLC
Michigan
$3K +$3.39K +44 New
25 26
27
28 29

TEL Hedge Fund Activity: Q4 2018 in Review

700 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in TE Connectivity (TEL) for Q4 2018, worth a combined $23.1B — down 18% from $28.1B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of TEL and 91 opened new positions — a net loss of 25 holders — while 260 trimmed existing stakes and 220 added.

The largest buyer was Generation Investment Management, opening a new position worth an estimated $350M. The largest seller was Capital World Investors, cutting an estimated $303M.

  • 700 institutional investors held TE Connectivity (TEL) as of Q4 2018, down from 732 in Q3 2018.
  • Funds reported $23.1B of TE Connectivity stock for Q4 2018, down 18% quarter-over-quarter.
  • 91 funds opened new TE Connectivity positions in Q4 2018 and 116 closed out, a net change of -25 holders.
  • The largest TE Connectivity buyer in Q4 2018 was Generation Investment Management, an estimated $350M added.
  • The largest TE Connectivity seller in Q4 2018 was Capital World Investors, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2018.