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Elbit Systems

106 hedge funds and large institutions have $596M invested in Elbit Systems in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

15% more capital invested

Capital invested by funds: $518M → $596M (+$77.5M)

0.51% more ownership

Funds ownership: 10.62%11.14% (+0.51%)

11% less funds holding

Funds holding: 119106 (-13)

59% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 22

Holders
106
Holders Change
-13
Holders Change %
-10.92%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
46
Reduced
38
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWI
26
Thomas White International
Illinois
$3.4M -$2.04M -16,901 -38%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$3.25M +$392K +3,255 +14%
Morgan Stanley
28
Morgan Stanley
New York
$3.17M +$183K +1,522 +6%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.87M -$3.37K -28 -0.1%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$2.65M +$295K +2,450 +13%
FIM
31
Freedom Investment Management
Connecticut
$2.27M +$360K +2,987 +20%
Wells Fargo
32
Wells Fargo
California
$2.14M +$44.9K +373 +2%
ACI
33
AMP Capital Investors
Australia
$1.93M +$1.35M +11,224 +252%
CCMINC
34
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.74M +$145K +1,203 +9%
RJA
35
Raymond James & Associates
Florida
$1.71M +$19K +158 +1%
Citigroup
36
Citigroup
New York
$1.69M +$198K +1,645 +14%
CS
37
Credit Suisse
Switzerland
$1.6M -$375K -3,110 -19%
PP
38
PDT Partners
New York
$1.55M +$1.51M +12,500 New
Credit Agricole
39
Credit Agricole
France
$1.54M +$71.2K +591 +5%
SI
40
Sensato Investors
California
$1.41M -$691K -5,740 -34%
EGA
41
Eagle Global Advisors
Texas
$1.32M +$349K +2,900 +37%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.27M +$1.23M +10,250 New
Baird Financial Group
43
Baird Financial Group
Wisconsin
$1.24M +$12K +100 +1%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$1.21M +$13K +108 +1%
FAAS
45
First Allied Advisory Services
California
$1.2M +$30K +249 +3%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.18M
Stifel Financial
47
Stifel Financial
Missouri
$1.11M -$94.9K -788 -8%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$1.1M +$72.3K +600 +7%
SAMC
49
Spectrum Asset Management (California)
California
$1.03M -$6.02K -50 -0.6%
Caisse de Depot et Placement du Quebec (CDPQ)
50
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$985K +$517K +4,295 +116%