Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Te Connectivity plc (TEL)

1K + Investors. Track Smart Money conviction in TEL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
7Q ▲
Buyers last Q
51%

Smart Money Signals — TEL

Based on 1286 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added TEL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,286 hedge funds hold TEL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+231 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 51% buying

627 buying595 selling
Last quarter: 627 funds bought or added vs 595 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 199 → 190 → 161 → 149. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 18% new
806 out of 1,286 hedge funds have held TEL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +37%, value -0%

Value
0%
Shares
+36%
Last quarter: funds added +37% more shares while total portfolio value only changed -0%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

149 → 199 → 190 → 161 → 149 new funds/Q
New funds entering each quarter: 199 → 190 → 161 → 149. TEL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 67% veterans vs 23% newcomers

■ 67% veterans ■ 10% 1-2yr ■ 23% new
Entry-cohort mix of 1,311 holders: 881 (67%) are 2+ year veterans, 127 entered 1–2 years ago, and 303 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
69 of 1282 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in TEL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TEL

In 2026 Q2, 627 hedge funds were net buyers of TEL (149 opened a new position, 478 added to an existing one), while 595 reduced or exited (454 trimmed, 141 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in TEL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 1286.

Hedge Fund Ownership: TEL

How many hedge funds hold TEL — quarterly history vs. share price
Quarterly hedge fund ownership of TEL vs. share price

Market Analysis: TEL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TEL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Te Connectivity plc (TEL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TEL has moved relative to its sector benchmark (XLK) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 82d ago
TEL
+1.9%
XLK
-0.5%

TEL outperformed XLK by +2.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
TEL
-4.6%
XLK
-0.2%

Since the filing became public, TEL outperformed XLK by -4.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 8 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: TEL
1K + Investors

Track Smart Money conviction in TEL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1266 1278 -0.94%
13F Shares 278M 271M 2.67%
Total Value $52.58B $53.35B -1.44%
New Positions 145 161 -16
Increased Positions 467 436 +31
Closed Positions 153 145 +8
Reduced Positions 440 486 -46
Total Calls 13 19 -31.58%
Total Puts 13 20 -35.0%
PUT/CALL Ratio 1.0 1.05 Neutral

Statistics: TEL

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TEL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TEL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FIFTHDELTA Ltd 13.75% 581,596 $117.3M
2 LFL Advisers, LLC 12.55% 232,769 $46.9M
3 Hallstatt Advisors L.P. 9.46% 66,564 $13.4M
4 ClearAlpha Technologies LP 6.25% 18,084 $3.6M
5 First Pacific Advisors, LP 3.87% 1,551,105 $312.7M
6 Foresight Group Ltd Liability Partnership 3.84% 105,882 $21.3M
7 Pragma Gestao de Patrimonio Ltd 3.38% 21,200 $4.3M
8 Perpetual Ltd 3.31% 1,149,702 $231.8M
9 Guyasuta Investment Advisors Inc 3.05% 292,809 $59.0M
10 Altrinsic Global Advisors LLC 3.05% 411,744 $83.0M
11 Sound Shore Management Inc /Ct/ 2.78% 447,360 $90.2M
12 Renaissance Investment Group LLC 2.42% 61,014 $12.3M
13 John G Ullman & Associates Inc 2.30% 94,165 $19.0M
14 Minneapolis Portfolio Management Group, LLC 2.14% 112,005 $22.6M
15 Berkshire Asset Management LLC/Pa 1.99% 251,538 $50.7M
16 Crawford Investment Counsel Inc 1.81% 538,437 $108.6M
17 Dodge & Cox 1.79% 16,968,886 $3.42B
18 EdgePoint Investment Group Inc. 1.59% 1,045,642 $210.8M
19 Nordwand Advisors, LLC 1.56% 50,501 $10.2M
20 Iat Reinsurance Co LTD. 1.51% 12,500 $2.5M
21 Saranac Partners Ltd 1.51% 25,641 $5.2M
22 Oliver Luxxe Assets LLC 1.49% 50,285 $10.1M
23 Security National Bank of Sioux City Iowa /Ia/ 1.48% 17,918 $3.6M
24 Brookmont Capital Management 1.48% 13,675 $2.8M
25 Taikang Asset Management (Hong Kong) Co Ltd 1.42% 77,485 $15.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Te Connectivity plc (TEL)

What does the Smart Money Trend signal show for TEL?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added TEL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TEL?

Slight buying edge — 51% buying: Last quarter: 627 funds bought or added vs 595 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TEL holders?

Elite ownership — 60% AUM from top-100 funds: 69 of 1282 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in TEL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TEL?

63% of holders stayed for 2+ years: 806 out of 1,286 hedge funds have held TEL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Te Connectivity plc (TEL) following the 2026 Q2 hedge fund 13F filings?

As of today, TEL has moved -4.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.2% for the XLK sector ETF — an outperformance of -4.4%. Since the quarter end (June 30, 2026), TEL has gained +1.9% vs -0.5% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →