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Elbit Systems
ESLT

174 hedge funds and large institutions have $1.5B invested in Elbit Systems in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

21% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $25.1M

16% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 55

2% more funds holding

Funds holding: 170 → 174 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less ownership

Funds ownership: 18.09% → 16.09% (-2%)

12% less capital invested

Capital invested by funds: $1.71B → $1.5B (-$209M)

Holders
174
Holders Change
+4
Holders Change %
+2.35%
% of All Funds
2.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
64
Reduced
55
Closed
17
Calls
$30.4M
Puts
$25.1M
Net Calls
+$5.3M
Net Calls Change
-$6.05M

Top Buyers

Rank Fund Capital Flow
1
AS
Altshuler Shaham
Israel
+$71.1M
2
Deutsche Bank
Deutsche Bank
Germany
+$19.1M
3
HCL
Heard Capital LLC
Illinois
+$11.2M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$10.8M
5
Goldman Sachs
Goldman Sachs
New York
+$5.43M

Top Sellers

Rank Fund Capital Flow
1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$157M
2
CI
Clal Insurance
Israel
-$79.8M
3
JP Morgan Chase
JP Morgan Chase
New York
-$36.9M
4
Morgan Stanley
Morgan Stanley
New York
-$21.4M
5
First Trust Advisors
First Trust Advisors
Illinois
-$8.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
176
Barometer Capital Management
Ontario, Canada
– -$993K -4,657 Closed
Voloridge Investment Management
177
Voloridge Investment Management
Florida
– -$765K -3,585 Closed
PVH
178
Psagot Value Holdings
Israel
– -$1.63M -2,106 Closed
PI
179
PEAK6 Investments
Illinois
– -$430K -2,017 Closed
Assenagon Asset Management
180
Assenagon Asset Management
Luxembourg
– -$232K -1,086 Closed
SVWAG
181
Sound View Wealth Advisors Group
Georgia
– -$229K -1,075 Closed
EL
182
EWA LLC
Pennsylvania
– -$215K -1,042 Closed
LF
183
Lee Financial
Texas
– -$107K -500 Closed
LA
184
LM Advisors
California
– -$53.3K -250 Closed
SIS
185
Sound Income Strategies
Florida
– -$8.71K -41 Closed
PP
186
Prudential plc
United Kingdom
– -$495K -23 Closed
UB
187
UMB Bank
Missouri
– -$3.2K -15 Closed
AT
188
Arlington Trust
Alabama
– -$2.77K -13 Closed
ASN
189
Advisory Services Network
Georgia
– -$2.13K -10 Closed
BIA
190
Bell Investment Advisors
California
– -$427 -2 Closed
BCM
191
Bourgeon Capital Management
Connecticut
– -$427 -2 Closed
4 5 6 7
8

ESLT Hedge Fund Activity: Q1 2024 in Review

174 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Elbit Systems (ESLT) for Q1 2024, worth a combined $1.5B — down 12% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ESLT positions and 17 closed out — a net gain of 5 holders — while 64 added to existing stakes and 55 trimmed.

The largest buyer was Altshuler Shaham, adding an estimated $71.1M. The largest seller was 1832 Asset Management, cutting an estimated $157M.

  • 174 institutional investors held Elbit Systems (ESLT) as of Q1 2024, up from 170 in Q4 2023.
  • Funds reported $1.5B of Elbit Systems stock for Q1 2024, down 12% quarter-over-quarter.
  • 22 funds opened new Elbit Systems positions in Q1 2024 and 17 closed out, a net change of +5 holders.
  • The largest Elbit Systems buyer in Q1 2024 was Altshuler Shaham, an estimated $71.1M added.
  • The largest Elbit Systems seller in Q1 2024 was 1832 Asset Management, an estimated $157M sold.

Based on aggregated 13F filings for Q1 2024.