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TE Connectivity

460 hedge funds and large institutions have $19.4B invested in TE Connectivity in 2013 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 159 increasing their positions, 164 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 24

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

11% more funds holding

Funds holding: 413460 (+47)

11% more capital invested

Capital invested by funds: $17.6B → $19.4B (+$1.85B)

7% more call options, than puts

Call options by funds: $17.4M | Put options by funds: $16.2M

3% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 164

2.04% less ownership

Funds ownership: 92.97%90.92% (-2%)

Holders
460
Holders Change
+47
Holders Change %
+11.38%
% of All Funds
14.92%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.58%
New
74
Increased
159
Reduced
164
Closed
24
Calls
$17.4M
Puts
$16.2M
Net Calls
+$1.19M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$1.85B -$6.63M -132,448 -0.4%
Harris Associates
2
Harris Associates
Illinois
$1.38B +$13.3M +265,857 +1%
JHIU
3
Janus Henderson Investors US
Colorado
$1.18B -$118M -2,354,432 -9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$981M +$15.8M +315,957 +2%
Artisan Partners
5
Artisan Partners
Wisconsin
$959M -$236M -4,712,814 -20%
State Street
6
State Street
Massachusetts
$747M +$14M +278,810 +2%
Capital World Investors
7
Capital World Investors
California
$716M -$34.5M -688,750 -5%
FMI
8
Fiduciary Management Inc
Wisconsin
$709M +$4.8M +95,831 +0.7%
ClearBridge Investments
9
ClearBridge Investments
New York
$664M +$14.1M +282,226 +2%
LP
10
Longview Partners
Guernsey
$570M -$13.6M -271,106 -2%
Franklin Resources
11
Franklin Resources
California
$491M -$42.8M -854,165 -8%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$479M +$40.7M +812,151 +10%
BIT
13
BlackRock Institutional Trust
California
$415M -$9.95M -198,755 -2%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$414M -$240M -4,793,473 -37%
Pzena Investment Management
15
Pzena Investment Management
New York
$309M -$152M -3,029,713 -34%
Boston Partners
16
Boston Partners
Massachusetts
$296M +$6.85M +136,745 +2%
BIP
17
Brandes Investment Partners
California
$295M -$193M -3,846,907 -40%
LSV Asset Management
18
LSV Asset Management
Illinois
$295M -$12.8M -256,600 -4%
GA
19
Greenhaven Associates
New York
$244M -$1.86M -37,235 -0.8%
Northern Trust
20
Northern Trust
Illinois
$229M -$11.1M -222,360 -5%
First Eagle Investment Management
21
First Eagle Investment Management
New York
$199M +$193M +3,848,299 +256,553%
Norges Bank
22
Norges Bank
Norway
$188M +$2.03M +40,612 +1%
SA
23
SQ Advisors
Florida
$185M +$4.39M +87,729 +3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$181M -$23.9M -478,146 -12%
Bank of America
25
Bank of America
North Carolina
$170M +$13.8M +275,038 +9%

TEL Hedge Fund Activity: Q3 2013 in Review

460 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in TE Connectivity (TEL) for Q3 2013, worth a combined $19.4B — up 11% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new TEL positions and 24 closed out — a net gain of 50 holders — while 159 added to existing stakes and 164 trimmed.

The largest buyer was First Eagle Investment Management, adding an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $240M.

  • 460 institutional investors held TE Connectivity (TEL) as of Q3 2013, up from 413 in Q2 2013.
  • Funds reported $19.4B of TE Connectivity stock for Q3 2013, up 11% quarter-over-quarter.
  • 74 funds opened new TE Connectivity positions in Q3 2013 and 24 closed out, a net change of +50 holders.
  • The largest TE Connectivity buyer in Q3 2013 was First Eagle Investment Management, an estimated $193M added.
  • The largest TE Connectivity seller in Q3 2013 was T. Rowe Price Associates, an estimated $240M sold.

Based on aggregated 13F filings for Q3 2013.