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181 hedge funds and large institutions have $4.66B invested in CAE Inc in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 74 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

655% more call options, than puts

Call options by funds: $2.67M | Put options by funds: $354K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

32% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 56

19% more capital invested

Capital invested by funds: $3.93B → $4.66B (+$729M)

0.12% more ownership

Funds ownership: 63.66%63.77% (+0.12%)

6% less funds holding

Funds holding: 192181 (-11)

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

Holders
181
Holders Change
-11
Holders Change %
-5.73%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
15
Increased
74
Reduced
56
Closed
25
Calls
$2.67M
Puts
$354K
Net Calls
+$2.32M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
151
Mitsubishi UFJ Trust & Banking
Japan
$65.9K -$21.8K -1,000 -26%
AA
152
Addison Advisors
Vermont
$57.9K
CFGS
153
Concourse Financial Group Securities
Alabama
$47.3K -$7.38K -338 -14%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$34K +$1.55K +71 +5%
SWM
155
Spire Wealth Management
Virginia
$29.9K
SFFS
156
Stonehage Fleming Financial Services
Jersey
$28K
LC
157
Lindbrook Capital
California
$25.5K
Jones Financial Companies
158
Jones Financial Companies
Missouri
$22.1K
EWA
159
EverSource Wealth Advisors
Alabama
$21.8K
RI
160
Ridgewood Investments
New Jersey
$17K +$16.4K +750 New
PA
161
Parallel Advisors
California
$15K +$109 +5 +0.8%
CAL
162
Capital Advisors Ltd
Ohio
$14K
GWS
163
Glassman Wealth Services
Virginia
$12.8K -$66 -3 -0.5%
ZB
164
Zions Bancorporation
Utah
$11.1K -$109 -5 -1%
ACM
165
Aquatic Capital Management
Illinois
$9K -$258K -11,800 -97%
LWP
166
Lumature Wealth Partners
Georgia
$7.24K +$6.99K +320 New
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$6.63K
HCP
168
Hexagon Capital Partners
Arkansas
$6.18K
NA
169
NewEdge Advisors
Louisiana
$6.09K -$1.64K -75 -22%
Federated Hermes
170
Federated Hermes
Pennsylvania
$5.18K
AF
171
Allworth Financial
California
$4.48K
SPIA
172
Steward Partners Investment Advisory
New York
$3.28K -$2.05K -94 -39%
GWSG
173
GPS Wealth Strategies Group
Colorado
$2.06K +$1.99K +91 New
JWA
174
JFS Wealth Advisors
Pennsylvania
$1.38K +$153 +7 +13%
SSC
175
Syverson Strege & Co
Iowa
$1.06K +$1.03K +47 New