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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: 11 β†’ 13 (+2)

15% more capital invested

Capital invested by funds: $26.7B β†’ $30.7B (+$4.06B)

13% more funds holding

Funds holding: 650 β†’ 735 (+85)

1.15% more ownership

Funds ownership: 90.89% β†’ 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
THWM
701
Taylor Hoffman Wealth Management
Virginia
$6K +$6.16K +67 New
CAC
702
Certified Advisory Corp
Florida
$6K +$6.72K +73 New
HCM
703
Highlander Capital Management
New Jersey
$5K – – –
PFGIA
704
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
TCM
705
Tradewinds Capital Management
Washington
$5K – – –
DBT
706
Dubuque Bank & Trust
Iowa
$5K +$2.58K +28 +108%
VCM
707
Versant Capital Management
Arizona
$4K -$460 -5 -9%
TFO
708
Tarbox Family Office
California
$4K – – –
AWM
709
Aevitas Wealth Management
Massachusetts
$4K +$3.5K +38 New
TFS
710
TrustCore Financial Services
Tennessee
$4K +$3.5K +38 New
CB
711
Community Bank
New York
$4K +$3.96K +43 New
PCIA
712
Prime Capital Investment Advisors
Kansas
$4K +$4.05K +44 New
WPA
713
West Paces Advisors
Georgia
$3.99K – – –
HWP
714
Hefty Wealth Partners
Indiana
$3K – – –
HI
715
Hudock Inc
Pennsylvania
$3K – – –
MWM
716
MinichMacGregor Wealth Management
New York
$3K – – –
SFSIG
717
San Francisco Sentry Investment Group
California
$3K – – –
Financial Engines Advisors
718
Financial Engines Advisors
California
$3K +$2.76K +30 New
GRP
719
Global Retirement Partners
California
$3K +$2.85K +31 New
MSA
720
Marino Stram & Associates
Massachusetts
$3K +$3.13K +34 New
Canada Pension Plan Investment Board
721
Canada Pension Plan Investment Board
Ontario, Canada
$2K -$3.2M -34,800 -100%
RWA
722
Ropes Wealth Advisors
Massachusetts
$2K – – –
RIA
723
RPG Investment Advisory
California
$2K – – –
LWA
724
Lowe Wealth Advisors
Maryland
$2K +$552 +6 +60%
GI
725
Gradient Investments
Minnesota
$2K +$2.12K +23 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 β€” up 15% from $26.7B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new TEL positions and 39 closed out β€” a net gain of 89 holders β€” 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.