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Elbit Systems

126 hedge funds and large institutions have $1.23B invested in Elbit Systems in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more capital invested

Capital invested by funds: $440M → $1.23B (+$794M)

0.4% more ownership

Funds ownership: 7.98%8.38% (+0.4%)

1% less funds holding

Funds holding: 127126 (-1)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

12% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 41

Holders
126
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
2.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
36
Reduced
41
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$3.08M +$309K +2,154 +12%
AAM
27
Advisors Asset Management
Colorado
$3M -$279K -1,949 -9%
Millennium Management
28
Millennium Management
New York
$2.98M +$2.85M +19,919 New
AIM
29
ARK Investment Management
Florida
$2.87M -$34.2K -239 -1%
FIM
30
Freedom Investment Management
Connecticut
$2.63M +$169K +1,181 +7%
EGA
31
Eagle Global Advisors
Texas
$2.62M
OCM
32
Orser Capital Management
Texas
$2.15M -$95.3K -665 -5%
CCMINC
33
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.06M -$23.2K -162 -1%
TVWM
34
Tower View Wealth Management
Wisconsin
$2.03M +$22.9K +160 +1%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.64M +$248K +1,733 +19%
FAAS
36
First Allied Advisory Services
California
$1.58M -$28.1K -196 -2%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$1.51M -$287 -2 -0%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$1.43M -$25.9K -181 -2%
CIM
39
Confluence Investment Management
Missouri
$1.38M +$24.1K +168 +2%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$1.33M +$749K +5,229 +141%
Bank of America
41
Bank of America
North Carolina
$1.31M -$1.45M -10,148 -54%
X
42
Xponance
Pennsylvania
$1.2M -$227K -1,584 -16%
AllianceBernstein
43
AllianceBernstein
Tennessee
$1.16M +$108K +752 +11%
UBS Group
44
UBS Group
Switzerland
$1.13M +$671K +4,682 +162%
Stifel Financial
45
Stifel Financial
Missouri
$1.1M -$42.1K -294 -4%
Citigroup
46
Citigroup
New York
$1.04M -$1.25M -8,695 -55%
LWM
47
Lenox Wealth Management
Ohio
$864K -$13K -91 -2%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$765K +$7.59K +53 +1%
Wells Fargo
49
Wells Fargo
California
$757K +$253K +1,768 +54%
BC
50
Brinker Capital
Pennsylvania
$729K -$200K -1,396 -22%