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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
HFP
776
Holistic Financial Partners
Indiana
– -$89K -887 Closed
AIS
777
AlphaOne Investment Services
Pennsylvania
– -$73K -729 Closed
DWM
778
Destination Wealth Management
California
– -$50K -505 Closed
IIC
779
Integrated Investment Consultants
Michigan
– -$44K -437 Closed
CIP
780
Convergence Investment Partners
Florida
– -$38K -380 Closed
PWM
781
Perigon Wealth Management
California
– -$38K -376 Closed
PCM
782
Penserra Capital Management
California
– -$36K -366 Closed
Aristotle Capital Management
783
Aristotle Capital Management
California
– -$30K -300 Closed
LA
784
Legacy Advisors
Pennsylvania
– -$26K -264 Closed
PWAG
785
Polaris Wealth Advisory Group
California
– -$23K -228 Closed
AIM
786
Assured Investment Management
New York
– -$19K -195 Closed
MCWS
787
McKinley Carter Wealth Services
West Virginia
– -$15K -152 Closed
ANBT
788
American National Bank & Trust
Texas
– -$14K -145 Closed
WCM
789
Whitener Capital Management
North Carolina
– -$10K -110 Closed
FIB
790
First Interstate Bank
Montana
– -$10K -100 Closed
FCAG
791
First Capital Advisors Group
New Jersey
– -$10K -96 Closed
CTB
792
Country Trust Bank
Illinois
– -$9K -92 Closed
APP
793
Avantax Planning Partners
Iowa
– -$9K -89 Closed
CIM
794
Corbyn Investment Management
Maryland
– -$7K -75 Closed
AWA
795
Acorn Wealth Advisors
Michigan
– -$6K -67 Closed
JWA
796
JFS Wealth Advisors
Pennsylvania
– -$6K -62 Closed
AOWM
797
Alpha Omega Wealth Management
Virginia
– -$5K -55 Closed
OBWP
798
O'Brien Wealth Partners
Massachusetts
– -$3K -30 Closed
KF
799
Krilogy Financial
Missouri
– -$1K -7 Closed
SIS
800
Sound Income Strategies
Florida
– +$192 +2 New
28 29 30 31
32

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.