HEICO Corp
549 hedge funds and large institutions have $8.69B invested in HEICO Corp in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 182 increasing their positions, 184 reducing their positions, and 55 closing their positions.
69% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 55
21% more call options, than puts
Call options by funds: $26.7M | Put options by funds: $22.1M
19% more capital invested
Capital invested by funds: $7.3B → $8.69B (+$1.39B)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
6% more funds holding
Funds holding: 518 → 549 (+31)
1.08% more ownership
Funds ownership: 69.83% → 70.91% (+1.1%)
1% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 184
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$109M |
| 2 |
AM
AGF Management
Toronto,
Ontario, Canada
|
+$76.6M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$70.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$49.5M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$37.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$50.9M |
| 2 |
Barclays
London,
United Kingdom
|
-$42.8M |
| 3 |
Lazard Asset Management
New York
|
-$36.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$31.5M |
| 5 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
-$30.9M |
HEI Hedge Fund Activity: Q2 2024 in Review
549 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q2 2024, worth a combined $8.69B — up 19% from $7.3B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new HEI positions and 55 closed out — a net gain of 38 holders — while 182 added to existing stakes and 184 trimmed.
The largest buyer was Capital World Investors, adding an estimated $109M. The largest seller was Baird Financial Group, cutting an estimated $50.9M.
- 549 institutional investors held HEICO Corp (HEI) as of Q2 2024, up from 518 in Q1 2024.
- Funds reported $8.69B of HEICO Corp stock for Q2 2024, up 19% quarter-over-quarter.
- 93 funds opened new HEICO Corp positions in Q2 2024 and 55 closed out, a net change of +38 holders.
- The largest HEICO Corp buyer in Q2 2024 was Capital World Investors, an estimated $109M added.
- The largest HEICO Corp seller in Q2 2024 was Baird Financial Group, an estimated $50.9M sold.
Based on aggregated 13F filings for Q2 2024.