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Elbit Systems

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: 170174 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Clal Insurance
Israel
$323M -$79.8M -383,610 -20%
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$238M -$157M -755,400 -40%
AS
3
Altshuler Shaham
Israel
$188M +$71.1M +341,820 +62%
Vanguard Group
4
Vanguard Group
Pennsylvania
$175M +$2.42M +11,643 +1%
Invesco
5
Invesco
Georgia
$56.8M -$1.5M -7,195 -3%
MIH
6
Meitav Investment House
Israel
$44.3M -$2.91M -14,004 -6%
HCL
7
Heard Capital LLC
Illinois
$37.4M +$11.2M +53,755 +43%
Goldman Sachs
8
Goldman Sachs
New York
$25.8M +$5.43M +26,105 +27%
Morgan Stanley
9
Morgan Stanley
New York
$25.4M -$21.4M -102,870 -46%
Deutsche Bank
10
Deutsche Bank
Germany
$23M +$19.1M +91,802 +517%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$23M -$6.79M -32,610 -23%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$21.7M -$486K -2,337 -2%
AIM
13
ARK Investment Management
Florida
$20.7M -$1.99M -9,563 -9%
State Street
14
State Street
Massachusetts
$19.3M +$629K +3,023 +3%
BlackRock
15
BlackRock
New York
$18.2M +$247K +1,189 +1%
Swiss National Bank
16
Swiss National Bank
Switzerland
$16.6M -$769K -3,696 -4%
JP Morgan Chase
17
JP Morgan Chase
New York
$16.1M -$36.9M -177,111 -70%
SFM
18
Systematic Financial Management
New Jersey
$14.6M -$344K -1,654 -2%
N
19
Nuveen
North Carolina
$13.7M -$352K -1,691 -3%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$10.9M +$10.8M +51,816 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$9.19M -$4.74M -22,754 -34%
Bank of America
22
Bank of America
North Carolina
$9.15M +$1.06M +5,075 +13%
NAMA
23
Nikko Asset Management Americas
New York
$8.93M -$703K -3,378 -7%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$8.45M +$1.15M +5,548 +16%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$7.84M +$117K +562 +2%

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.