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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
HI
776
Horizon Investments
North Carolina
– -$351K -3,595 Closed
OL
777
Optas LLC
Texas
– -$349K -3,579 Closed
LOAME
778
Lombard Odier Asset Management (Europe)
United Kingdom
– -$283K -2,896 Closed
RIM
779
Rampart Investment Management
Connecticut
– -$274K -2,805 Closed
Diamond Hill Capital Management
780
Diamond Hill Capital Management
Ohio
– -$272K -2,781 Closed
FTC
781
Farmers Trust Company
Ohio
– -$234K -2,398 Closed
JWCA
782
J.W. Cole Advisors
Florida
– -$234K -2,389 Closed
FA
783
Fortis Advisors
Pennsylvania
– -$229K -2,074 Closed
MSE
784
MUFG Securities EMEA
United Kingdom
– -$163K -1,664 Closed
AWA
785
Artemis Wealth Advisors
New York
– -$67.2K -688 Closed
FHA
786
Flagship Harbor Advisors
Massachusetts
– -$61K -632 Closed
NNP
787
Nachman Norwood & Parrott
South Carolina
– -$56K -578 Closed
WCG
788
Weaver Consulting Group
California
– -$37K -382 Closed
PFS
789
Prospera Financial Services
Texas
– -$33K -334 Closed
CDIA
790
Capital Directions Investment Advisors
Georgia
– -$27K -276 Closed
BWM
791
BNC Wealth Management
Oregon
– -$10K -100 Closed
AA
792
Advisory Alpha
Michigan
– -$9K -83 Closed
AWM
793
Adams Wealth Management
Utah
– -$2K -25 Closed
LWA
794
Lenox Wealth Advisors
New York
– -$2K -23 Closed
NIM
795
NuWave Investment Management
New Jersey
– -$2K -21 Closed
RA
796
Rational Advisors
New York
– -$2K -21 Closed
CFB
797
Cullen/Frost Bankers
Texas
– -$2K -20 Closed
CTB
798
Country Trust Bank
Illinois
– -$2K -16 Closed
CHAM
799
Clear Harbor Asset Management
Connecticut
– -$1.17K -12 Closed
CWM
800
Curi Wealth Management
North Carolina
– +$110 +1 New
29 30 31
32
33

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.