HEICO Corp Class A
HEI.A
369 hedge funds and large institutions have $9.25B invested in HEICO Corp Class A in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 133 increasing their positions, 117 reducing their positions, and 43 closing their positions.
3,147% more call options, than puts
Call options by funds: $8.09M | Put options by funds: $249K
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
28% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 43
14% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 117
8.76% more ownership
Funds ownership: 82.39% → 91.15% (+8.8%)
8% more capital invested
Capital invested by funds: $8.6B → $9.25B (+$647M)
2% more funds holding
Funds holding: 362 → 369 (+7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$873M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$199M |
| 3 |
BlackRock
New York
|
+$179M |
| 4 |
Jane Street
New York
|
+$52.4M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$51.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$477M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$63.6M |
| 3 |
FAM
Fred Alger Management
New York
|
-$52M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$49.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$34.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
401
SouthState Corp
Winter Haven,
Florida
| – | -$4K | -33 | Closed |
|
402
Jones Financial Companies
Des Peres,
Missouri
| – | -$4K | -28 | Closed |
|
|
LWCFA
403
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$4K | -28 | Closed |
|
|
TWP
404
TFO Wealth Partners
Maumee,
Ohio
| – | -$2K | -17 | Closed |
|
|
VCM
405
Versant Capital Management
Phoenix,
Arizona
| – | -$2K | -16 | Closed |
|
|
SWA
406
Sutton Wealth Advisors
Tampa,
Florida
| – | -$1.28K | -10 | Closed |
|
|
CA
407
CoreCap Advisors
Southfield,
Michigan
| – | -$1K | -9 | Closed |
|
|
CCA
408
Column Capital Advisors
Indianapolis,
Indiana
| – | -$1K | -7 | Closed |
|
|
PA
409
Parallel Advisors
San Francisco,
California
| – | -$363 | -3 | -60% |
|
|
CWP
410
Concord Wealth Partners
Abingdon,
Virginia
| – | +$121 | +1 | New |
|
|
DHGWA
411
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
| – | +$121 | +1 | New |
|
|
SIC
412
SJS Investment Consulting
Sylvania,
Ohio
| – | +$121 | +1 | New |
|
HEI.A Hedge Fund Activity: Q1 2022 in Review
369 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp Class A (HEI.A) for Q1 2022, worth a combined $9.25B — up 7.5% from $8.6B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new HEI.A positions and 43 closed out — a net gain of 12 holders — while 133 added to existing stakes and 117 trimmed.
The largest buyer was Invesco, adding an estimated $873M. The largest seller was Morgan Stanley, cutting an estimated $477M.
- 369 institutional investors held HEICO Corp Class A (HEI.A) as of Q1 2022, up from 362 in Q4 2021.
- Funds reported $9.25B of HEICO Corp Class A stock for Q1 2022, up 7.5% quarter-over-quarter.
- 55 funds opened new HEICO Corp Class A positions in Q1 2022 and 43 closed out, a net change of +12 holders.
- The largest HEICO Corp Class A buyer in Q1 2022 was Invesco, an estimated $873M added.
- The largest HEICO Corp Class A seller in Q1 2022 was Morgan Stanley, an estimated $477M sold.
Based on aggregated 13F filings for Q1 2022.