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HEICO Corp Class A

500 hedge funds and large institutions have $13.8B invested in HEICO Corp Class A in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $1.8M

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

0.44% more ownership

Funds ownership: 88.22%88.66% (+0.44%)

0% less funds holding

Funds holding: 501500 (-1)

8% less capital invested

Capital invested by funds: $15.1B → $13.8B (-$1.22B)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

11% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 178

Holders
500
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
6.59%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.28%
New
64
Increased
158
Reduced
178
Closed
54
Calls
$5.29M
Puts
$1.8M
Net Calls
+$3.49M
Net Calls Change
-$806K
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
226
Integrated Wealth Concepts
Massachusetts
$1.23M +$30.2K +150 +2%
SIA
227
Soltis Investment Advisors
Utah
$1.22M -$66.3K -329 -5%
CL
228
Choreo LLC
Illinois
$1.22M +$13.7K +68 +1%
FHB
229
First Hawaiian Bank
Hawaii
$1.21M -$30.2K -150 -2%
AQR Capital Management
230
AQR Capital Management
Connecticut
$1.2M +$197K +975 +18%
FG
231
Fiduciary Group
Georgia
$1.19M -$50K -248 -4%
BMSSC
232
B. Metzler seel. Sohn & Co
Germany
$1.18M -$161K -801 -11%
Wealth Enhancement Advisory Services
233
Wealth Enhancement Advisory Services
Minnesota
$1.16M +$136K +673 +12%
Daiwa Securities Group
234
Daiwa Securities Group
Japan
$1.11M +$40.3K +200 +3%
HBT
235
Hills Bank & Trust
Iowa
$1.1M -$17.3K -86 -1%
TAF
236
Tredje AP-fonden
Sweden
$1.09M -$1.18M -5,855 -50%
GIBU
237
Gulf International Bank (UK)
United Kingdom
$1.08M
KeyBank National Association
238
KeyBank National Association
Ohio
$1.08M -$64.1K -318 -5%
AB
239
Amalgamated Bank
New York
$1.01M +$2.02K +10 +0.2%
SA
240
Strategic Advisors
New York
$983K +$96.4K +478 +10%
MIM
241
MetLife Investment Management
New Jersey
$932K -$23K -114 -2%
PGIM
242
Pacific Global Investment Management
California
$924K +$806 +4 +0.1%
CAL
243
Capital Analysts LLC
Pennsylvania
$916K -$403 -2 -0%
GWM
244
Gibbs Wealth Management
Georgia
$900K +$167K +829 +21%
Janney Montgomery Scott
245
Janney Montgomery Scott
Pennsylvania
$887K -$33.3K -165 -3%
PAS
246
Park Avenue Securities
New York
$886K +$5.44K +27 +0.6%
VCA
247
Verdence Capital Advisors
Maryland
$879K -$7.46K -37 -0.8%
CS
248
Candriam SCA
Luxembourg
$869K -$168K -832 -15%
QCM
249
Quantinno Capital Management
New York
$857K +$424K +2,104 +84%
XT
250
XTX Topco
Cayman Islands
$856K +$508K +2,521 +121%

HEI.A Hedge Fund Activity: Q4 2024 in Review

500 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q4 2024, worth a combined $13.8B — down 8.1% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HEI.A positions and 54 closed out — a net gain of 10 holders — while 158 added to existing stakes and 178 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $62.2M. The largest seller was Investment Management Corp of Ontario (IMCO), exiting entirely with an estimated $88.4M sold.

  • 500 institutional investors held HEICO Corp Class A (HEI.A) as of Q4 2024, down from 501 in Q3 2024.
  • Funds reported $13.8B of HEICO Corp Class A stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 64 funds opened new HEICO Corp Class A positions in Q4 2024 and 54 closed out, a net change of +10 holders.
  • The largest HEICO Corp Class A buyer in Q4 2024 was Capital World Investors, an estimated $62.2M added.
  • The largest HEICO Corp Class A seller in Q4 2024 was Investment Management Corp of Ontario (IMCO), an estimated $88.4M sold.

Based on aggregated 13F filings for Q4 2024.