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TE Connectivity
TEL

756 hedge funds and large institutions have $36.8B invested in TE Connectivity in 2020 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 242 increasing their positions, 255 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 45

22% more capital invested

Capital invested by funds: $30.1B → $36.8B (+$6.7B)

11% more funds holding

Funds holding: 684 → 756 (+72)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

5% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 255

2.24% less ownership

Funds ownership: 93.31% → 91.06% (-2.2%)

63% less call options, than puts

Call options by funds: $21.5M | Put options by funds: $58.6M

Holders
756
Holders Change
+72
Holders Change %
+10.53%
% of All Funds
13.38%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
130
Increased
242
Reduced
255
Closed
45
Calls
$21.5M
Puts
$58.6M
Net Calls
-$37.1M
Net Calls Change
-$46M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$339M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$224M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$101M
4
Fidelity International
Fidelity International
Bermuda
+$70.1M
5
WCM
Wedge Capital Management
North Carolina
+$67.1M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$801M
2
GIM
Generation Investment Management
United Kingdom
-$194M
3
Harris Associates
Harris Associates
Illinois
-$171M
4
Goldman Sachs
Goldman Sachs
New York
-$155M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$148M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
726
Winch Advisory Services
Wisconsin
$4K +$3.97K +36 New
SWA
727
Sutton Wealth Advisors
Florida
$4K – – –
CS
728
Candriam SCA
Luxembourg
$3K -$882 -8 -22%
CAM
729
Costello Asset Management
Pennsylvania
$3K – – –
CFD
730
Creative Financial Designs
Indiana
$3K – – –
MFT
731
Moisand Fitzgerald Tamayo
Florida
$3K – – –
CWP
732
Concord Wealth Partners
Virginia
$3K +$2.65K +24 New
RWB
733
RMR Wealth Builders
New Jersey
$3K +$2.75K +25 New
LS
734
Leelyn Smith
Illinois
$3K +$2.87K +26 New
SIAG
735
Safeguard Investment Advisory Group
California
$3K +$3.42K +31 New
AA
736
Ancora Advisors
Ohio
$2K – – –
BFC
737
Bedel Financial Consulting
Indiana
$2K – – –
UFF
738
USA Financial Formulas
Michigan
$2K – – –
AWG
739
Altus Wealth Group
Colorado
$2K +$1.43K +13 New
BHWM
740
Bay Harbor Wealth Management
Maryland
$2K +$1.54K +14 New
Kayne Anderson Rudnick Investment Management
741
Kayne Anderson Rudnick Investment Management
California
$2K +$1.65K +15 New
IA
742
Inspire Advisors
Idaho
$2K +$2.2K +20 New
LWA
743
Lowe Wealth Advisors
Maryland
$1K – – –
MF
744
Manchester Financial
California
$1K – – –
SWM
745
Selective Wealth Management
Virginia
$1K – – –
FPS
746
Fieldpoint Private Securities
Connecticut
$1K +$551 +5 New
SSC
747
Syverson Strege & Co
Iowa
$1K +$551 +5 New
AssetMark Inc
748
AssetMark Inc
California
$1K +$992 +9 New
SWA
749
SOA Wealth Advisors
New York
$1K +$1.43K +13 New
MFA
750
McClarren Financial Advisors
Pennsylvania
$1K +$1.76K +16 New
28 29
30
31 32

TEL Hedge Fund Activity: Q4 2020 in Review

756 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in TE Connectivity (TEL) for Q4 2020, worth a combined $36.8B — up 22% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new TEL positions and 45 closed out — a net gain of 85 holders — while 242 added to existing stakes and 255 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $339M. The largest seller was Dodge & Cox, cutting an estimated $801M.

  • 756 institutional investors held TE Connectivity (TEL) as of Q4 2020, up from 684 in Q3 2020.
  • Funds reported $36.8B of TE Connectivity stock for Q4 2020, up 22% quarter-over-quarter.
  • 130 funds opened new TE Connectivity positions in Q4 2020 and 45 closed out, a net change of +85 holders.
  • The largest TE Connectivity buyer in Q4 2020 was Wellington Management Group, an estimated $339M added.
  • The largest TE Connectivity seller in Q4 2020 was Dodge & Cox, an estimated $801M sold.

Based on aggregated 13F filings for Q4 2020.