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Leonardo DRS

177 hedge funds and large institutions have $1.5B invested in Leonardo DRS in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

42% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $10.5M

17% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 52

10% more funds holding

Funds holding: 161177 (+16)

4% more capital invested

Capital invested by funds: $1.44B → $1.5B (+$61.4M)

1.52% less ownership

Funds ownership: 27.43%25.91% (-1.5%)

Holders
177
Holders Change
+16
Holders Change %
+9.94%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
36
Increased
61
Reduced
52
Closed
19
Calls
$14.8M
Puts
$10.5M
Net Calls
+$4.38M
Net Calls Change
-$9.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$167M +$3.43M +164,971 +2%
BlackRock
2
BlackRock
New York
$130M -$6.43M -309,788 -5%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$117M +$10.9M +524,256 +11%
State Street
4
State Street
Massachusetts
$91M -$3.78M -182,209 -4%
AllianceBernstein
5
AllianceBernstein
Tennessee
$89.9M -$13.4M -644,163 -14%
Macquarie Group
6
Macquarie Group
Australia
$63.9M -$1.9M -91,591 -3%
SAM
7
Silvercrest Asset Management
New York
$63M -$9.94M -478,486 -14%
Invesco
8
Invesco
Georgia
$55.8M +$12.2M +586,128 +30%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$48.2M +$6.03M +290,188 +15%
DCM
10
Driehaus Capital Management
Illinois
$48.1M +$7.92M +381,141 +21%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$44.2M +$7.84M +377,576 +23%
RA
12
Royce & Associates
New York
$38.6M -$2.83M -136,253 -7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$37.4M +$965K +46,475 +3%
Brown Advisory
14
Brown Advisory
Maryland
$32.8M +$509K +24,517 +2%
SIMG
15
Stephens Investment Management Group
Texas
$30.1M -$535K -25,735 -2%
Boston Partners
16
Boston Partners
Massachusetts
$29.6M -$16.8M -810,412 -38%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$28.4M -$15.2M -734,142 -36%
Franklin Resources
18
Franklin Resources
California
$21.4M +$10.6M +511,753 +112%
Charles Schwab
19
Charles Schwab
California
$18.6M +$1.49M +71,631 +9%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$18.1M -$3.69M -177,426 -18%
Norges Bank
21
Norges Bank
Norway
$17.3M +$11.7M +565,372 +258%
KCM
22
Kennedy Capital Management
Missouri
$17M +$287K +13,830 +2%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$14.7M +$4.33M +208,594 +46%
Northern Trust
24
Northern Trust
Illinois
$13.3M -$202K -9,743 -2%
AIC
25
AWM Investment Company
New York
$12.7M -$5.81M -279,947 -33%

DRS Hedge Fund Activity: Q1 2024 in Review

177 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Leonardo DRS (DRS) for Q1 2024, worth a combined $1.5B — up 4.3% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DRS positions and 19 closed out — a net gain of 17 holders — while 61 added to existing stakes and 52 trimmed.

The largest buyer was Invesco, adding an estimated $12.2M. The largest seller was Citadel Advisors, cutting an estimated $59.4M.

  • 177 institutional investors held Leonardo DRS (DRS) as of Q1 2024, up from 161 in Q4 2023.
  • Funds reported $1.5B of Leonardo DRS stock for Q1 2024, up 4.3% quarter-over-quarter.
  • 36 funds opened new Leonardo DRS positions in Q1 2024 and 19 closed out, a net change of +17 holders.
  • The largest Leonardo DRS buyer in Q1 2024 was Invesco, an estimated $12.2M added.
  • The largest Leonardo DRS seller in Q1 2024 was Citadel Advisors, an estimated $59.4M sold.

Based on aggregated 13F filings for Q1 2024.