Hedge Funds Are Buying Delphi Automotive PLC (DLPH)

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Does Delphi Automotive PLC (NYSE:DLPH) represent a good buying opportunity at the moment? Let’s briefly check the hedge fund sentiment towards the company. Hedge fund firms constantly search out bright intellectuals and highly-experienced employees and throw away millions of dollars on research activities, so it is no wonder why they tend to generate millions in profits each year. It is also true that some hedge fund players fail unconceivably on some occasions, but their stock picks have been generating superior risk-adjusted returns on average over the years.

Is Delphi Automotive PLC (NYSE:DLPH) ready to rally soon? Hedge funds are in an optimistic mood. The number of bullish hedge fund positions inched up by 4 in recent months. DLPH was in 34 hedge funds’ portfolios at the end of September. There were 30 hedge funds in our database with DLPH holdings at the end of the previous quarter. At the end of this article we will also compare DLPH to other stocks including Tenaris S.A. (ADR) (NYSE:TS), Continental Resources, Inc. (NYSE:CLR), and Mead Johnson Nutrition CO (NYSE:MJN) to get a better sense of its popularity.

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Now, we’re going to take a look at the new action surrounding Delphi Automotive PLC (NYSE:DLPH).

What have hedge funds been doing with Delphi Automotive PLC (NYSE:DLPH)?

At Q3’s end, a total of 34 of the hedge funds tracked by Insider Monkey were long this stock, a change of 13% from one quarter earlier. With the smart money’s sentiment swirling, there exists a few noteworthy hedge fund managers who were upping their stakes considerably (or already accumulated large positions).


When looking at the institutional investors followed by Insider Monkey, Doug Silverman and Alexander Klabin’s Senator Investment Group has the most valuable position in Delphi Automotive PLC (NYSE:DLPH), worth close to $316.8 million, accounting for 4.2% of its total 13F portfolio. Sitting at the No. 2 spot is Anchor Bolt Capital, led by Robert Polak, holding a $64.1 million position; the fund has 2% of its 13F portfolio invested in the stock. Other hedge funds and institutional investors that are bullish comprise John W. Moon’s Moon Capital and Ian Simm’s Impax Asset Management.

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