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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
AA
676
AlphaMark Advisors
Kentucky
$10K
FIB
677
First Interstate Bank
Montana
$10K
MSFP
678
Mark Sheptoff Financial Planning
Connecticut
$10K
MFBTD
679
MB Financial Bank - Trust Department
Illinois
$10K
FFW
680
Fusion Family Wealth
New York
$10K +$5.52K +60 +120%
WCM
681
Whitener Capital Management
North Carolina
$10K +$10.1K +110 New
AFNAS
682
American Financial Network Advisory Services
California
$9K
JFA
683
JNBA Financial Advisors
Minnesota
$9K
OC
684
Oakworth Capital
Alabama
$9K
HR
685
Howe & Rusling
New York
$9K +$92 +1 +1%
NPP
686
New Potomac Partners
Maryland
$9K +$8.37K +91 New
CTB
687
Country Trust Bank
Illinois
$9K +$8.46K +92 New
SPI
688
Santori & Peters Inc
Pennsylvania
$9K +$9.29K +101 New
WIM
689
Westside Investment Management
California
$8.78K
IWM
690
IHT Wealth Management
Illinois
$8K -$2.39K -26 -24%
ADL
691
Asset Dedication LLC
California
$8K +$7.82K +85 New
GBT
692
Grove Bank & Trust
Florida
$7K -$6.44K -70 -50%
SIAS
693
Shine Investment Advisory Services
Colorado
$7K -$1.47K -16 -18%
LF
694
Lee Financial
Texas
$7K +$3.59K +39 +100%
AWA
695
Acorn Wealth Advisors
Michigan
$7K +$6.16K +67 New
IBOK
696
Independence Bank of Kentucky
Kentucky
$7K +$6.99K +76 New
WCM
697
Wealthcare Capital Management
Virginia
$7K +$7.08K +77 New
MOS
698
MGO One Seven
Ohio
$7K +$7.18K +78 New
CIM
699
Contravisory Investment Management
Massachusetts
$6K
JWA
700
JFS Wealth Advisors
Pennsylvania
$6K +$5.7K +62 New

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.