We are live on ! Find out more

196 hedge funds and large institutions have $4.68B invested in CAE Inc in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $3.6M | Put options by funds: $1.06M

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

4% more funds holding

Funds holding: 188196 (+8)

1.81% more ownership

Funds ownership: 65.87%67.68% (+1.8%)

5% less capital invested

Capital invested by funds: $4.91B → $4.68B (-$234M)

8% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 71

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
196
Holders Change
+8
Holders Change %
+4.26%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
33
Increased
65
Reduced
71
Closed
25
Calls
$3.6M
Puts
$1.06M
Net Calls
+$2.54M
Net Calls Change
-$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
101
Brandes Investment Partners
California
$1.07M -$64K -3,000 -6%
CP
102
Cumberland Partners
Ontario, Canada
$1.05M
Wells Fargo
103
Wells Fargo
California
$1.01M -$43.9K -2,057 -4%
AM
104
Account Management
Massachusetts
$988K -$10.7K -500 -1%
TPW
105
Transatlantique Private Wealth
New York
$942K
Marshall Wace
106
Marshall Wace
United Kingdom
$814K -$1.35M -63,186 -63%
AAM
107
Auxier Asset Management
Oregon
$797K +$128K +6,000 +19%
CQS
108
Credential Qtrade Securities
$744K -$3.2M -150,098 -81%
DekaBank Deutsche Girozentrale
109
DekaBank Deutsche Girozentrale
Germany
$678K +$16.9K +790 +3%
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$646K +$639K +29,937 New
IMCOOI
111
Investment Management Corp of Ontario (IMCO)
Canada
$599K +$592K +27,736 New
AllianceBernstein
112
AllianceBernstein
Tennessee
$595K +$11.9K +557 +2%
DWM
113
Dorchester Wealth Management
Quebec, Canada
$546K
SFA
114
Sequoia Financial Advisors
Ohio
$494K +$29K +1,361 +6%
SLAM
115
Swiss Life Asset Management
$477K +$468K +21,951 New
IWM
116
IHT Wealth Management
Illinois
$473K
IB
117
Intrust Bank
Kansas
$468K -$619 -29 -0.1%
CIM
118
Confluence Investment Management
Missouri
$454K -$65.4K -3,065 -13%
CGH
119
Crossmark Global Holdings
Texas
$453K +$94.2K +4,416 +27%
Pathstone Holdings
120
Pathstone Holdings
New Jersey
$449K +$434K +20,335 New
FIM
121
Freedom Investment Management
Connecticut
$429K -$38.2K -1,789 -8%
XT
122
XTX Topco
Cayman Islands
$426K +$421K +19,744 New
Assenagon Asset Management
123
Assenagon Asset Management
Luxembourg
$408K
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$402K
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$383K +$379K +17,751 New