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TE Connectivity

546 hedge funds and large institutions have $26.6B invested in TE Connectivity in 2015 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 233 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

421% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $4.14M

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

13% more capital invested

Capital invested by funds: $23.5B → $26.6B (+$3.14B)

0.15% more ownership

Funds ownership: 91.32%91.46% (+0.15%)

0% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 55

1% less funds holding

Funds holding: 553546 (-7)

26% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 233

Holders
546
Holders Change
-7
Holders Change %
-1.27%
% of All Funds
14.55%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.48%
New
55
Increased
173
Reduced
233
Closed
55
Calls
$21.6M
Puts
$4.14M
Net Calls
+$17.5M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$2.67B -$83.1M -1,209,041 -3%
Harris Associates
2
Harris Associates
Illinois
$2.11B -$28.5M -414,380 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.55B +$50.9M +740,386 +4%
Capital World Investors
4
Capital World Investors
California
$1.11B +$57M +830,000 +6%
ClearBridge Investments
5
ClearBridge Investments
New York
$1.06B +$22.5M +327,594 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.02B +$146M +2,131,626 +18%
State Street
7
State Street
Massachusetts
$1.01B -$55.2M -802,825 -5%
Artisan Partners
8
Artisan Partners
Wisconsin
$974M -$168M -2,444,221 -15%
LP
9
Longview Partners
Guernsey
$790M +$23.1M +336,802 +3%
Capital Research Global Investors
10
Capital Research Global Investors
California
$637M +$59.4M +864,683 +11%
Boston Partners
11
Boston Partners
Massachusetts
$634M -$57.6M -838,073 -9%
FMI
12
Fiduciary Management Inc
Wisconsin
$632M +$6.85M +99,728 +1%
JHIU
13
Janus Henderson Investors US
Colorado
$618M -$63.3M -921,126 -10%
JP Morgan Chase
14
JP Morgan Chase
New York
$584M +$463M +6,733,363 +475%
BIT
15
BlackRock Institutional Trust
California
$554M +$8.56M +124,530 +2%
FPA
16
First Pacific Advisors
California
$477M +$2.12M +30,800 +0.5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$340M -$5.53M -80,438 -2%
Wells Fargo
18
Wells Fargo
California
$330M -$11.4M -165,935 -3%
LSV Asset Management
19
LSV Asset Management
Illinois
$326M -$15.5M -225,836 -5%
EIG
20
EdgePoint Investment Group
Ontario, Canada
$313M -$2.37M -34,495 -0.8%
First Eagle Investment Management
21
First Eagle Investment Management
New York
$308M -$5.16M -75,036 -2%
Northern Trust
22
Northern Trust
Illinois
$297M -$10.5M -152,519 -4%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$266M -$78.7M -1,145,835 -24%
Aristotle Capital Management
24
Aristotle Capital Management
California
$264M -$7.14M -103,924 -3%
Norges Bank
25
Norges Bank
Norway
$245M +$6.12M +89,047 +3%

TEL Hedge Fund Activity: Q1 2015 in Review

546 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in TE Connectivity (TEL) for Q1 2015, worth a combined $26.6B — up 13% from $23.5B a quarter earlier.

Fund positioning in TEL was balanced in Q1 2015: 55 funds opened new positions, 55 closed out, 173 added to existing stakes and 233 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $463M. The largest seller was Artisan Partners, cutting an estimated $168M.

  • 546 institutional investors held TE Connectivity (TEL) as of Q1 2015, down from 553 in Q4 2014.
  • Funds reported $26.6B of TE Connectivity stock for Q1 2015, up 13% quarter-over-quarter.
  • 55 funds opened new TE Connectivity positions in Q1 2015 and 55 closed out, a net change of 0 holders.
  • The largest TE Connectivity buyer in Q1 2015 was JP Morgan Chase, an estimated $463M added.
  • The largest TE Connectivity seller in Q1 2015 was Artisan Partners, an estimated $168M sold.

Based on aggregated 13F filings for Q1 2015.