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TE Connectivity
TEL

733 hedge funds and large institutions have $28.1B invested in TE Connectivity in 2018 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 265 increasing their positions, 254 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 254

0% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 68

1% less funds holding

Funds holding: 738 → 733 (-5)

2.15% less ownership

Funds ownership: 91.2% → 89.05% (-2.1%)

12% less capital invested

Capital invested by funds: $32B → $28.1B (-$3.94B)

42% less funds holding in top 10

Funds holding in top 10: 19 → 11 (-8)

44% less call options, than puts

Call options by funds: $23M | Put options by funds: $40.9M

Holders
733
Holders Change
-5
Holders Change %
-0.68%
% of All Funds
16.78%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.25%
New
68
Increased
265
Reduced
254
Closed
68
Calls
$23M
Puts
$40.9M
Net Calls
-$17.9M
Net Calls Change
+$3.02M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$138M
2
Axa
Axa
France
+$94.2M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$94.1M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$91M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$80.3M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$487M
2
Artisan Partners
Artisan Partners
Wisconsin
-$300M
3
FMI
Fiduciary Management Inc
Wisconsin
-$278M
4
LSV Asset Management
LSV Asset Management
Illinois
-$167M
5
Dodge & Cox
Dodge & Cox
California
-$105M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
676
American Portfolios Advisors
New York
$10.1K -$33K -345 -75%
AIS
677
Accurate Investment Solutions
Pennsylvania
$10K – – –
FFW
678
Fusion Family Wealth
New York
$10K – – –
MFBTD
679
MB Financial Bank - Trust Department
Illinois
$10K – – –
OWA
680
One Wealth Advisors
California
$10K – – –
AA
681
AlphaMark Advisors
Kentucky
$9K – – –
MSFP
682
Mark Sheptoff Financial Planning
Connecticut
$9K – – –
OC
683
Oakworth Capital
Alabama
$9K – – –
TC
684
Trilogy Capital
California
$9K – – –
JFA
685
JNBA Financial Advisors
Minnesota
$9K +$96 +1 +1%
Rockefeller Capital Management
686
Rockefeller Capital Management
New York
$9K +$9.48K +99 New
VIA
687
Vantage Investment Advisors
Pennsylvania
$8K -$2.4K -25 -22%
ADL
688
Asset Dedication LLC
California
$8K – – –
WIM
689
Westside Investment Management
California
$7.96K – – –
WPA
690
West Paces Advisors
Georgia
$7.57K +$4.02K +42 +100%
IBOK
691
Independence Bank of Kentucky
Kentucky
$7K -$18.5K -193 -72%
OFW
692
Omnia Family Wealth
Florida
$7K – – –
WCM
693
Wealthcare Capital Management
Virginia
$7K – – –
CAC
694
Certified Advisory Corp
Florida
$7K +$96 +1 +1%
OSAM
695
O'Shaughnessy Asset Management
Connecticut
$7K +$7.18K +75 New
KIG
696
Kessler Investment Group
Indiana
$6K -$944K -9,856 -99%
LF
697
Lee Financial
Texas
$6K – – –
THWM
698
Taylor Hoffman Wealth Management
Virginia
$6K – – –
CWM
699
Cedar Wealth Management
California
$6K +$5.94K +62 New
LWA
700
Lenox Wealth Advisors
New York
$6K +$6.71K +70 New
26 27
28
29 30

TEL Hedge Fund Activity: Q2 2018 in Review

733 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in TE Connectivity (TEL) for Q2 2018, worth a combined $28.1B — down 12% from $32B a quarter earlier.

Fund positioning in TEL was balanced in Q2 2018: 68 funds opened new positions, 68 closed out, 265 added to existing stakes and 254 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $138M. The largest seller was Credit Suisse, cutting an estimated $487M.

  • 733 institutional investors held TE Connectivity (TEL) as of Q2 2018, down from 738 in Q1 2018.
  • Funds reported $28.1B of TE Connectivity stock for Q2 2018, down 12% quarter-over-quarter.
  • 68 funds opened new TE Connectivity positions in Q2 2018 and 68 closed out, a net change of 0 holders.
  • The largest TE Connectivity buyer in Q2 2018 was Janus Henderson Group, an estimated $138M added.
  • The largest TE Connectivity seller in Q2 2018 was Credit Suisse, an estimated $487M sold.

Based on aggregated 13F filings for Q2 2018.