HEICO Corp
518 hedge funds and large institutions have $7.3B invested in HEICO Corp in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 174 increasing their positions, 175 reducing their positions, and 34 closing their positions.
308% more call options, than puts
Call options by funds: $49.5M | Put options by funds: $12.1M
82% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 34
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
7% more capital invested
Capital invested by funds: $6.84B → $7.3B (+$454M)
4% more funds holding
Funds holding: 497 → 518 (+21)
0.13% less ownership
Funds ownership: 69.96% → 69.83% (-0.13%)
1% less repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 175
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AM
AGF Management
Toronto,
Ontario, Canada
|
+$106M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$33.5M |
| 3 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
+$27.8M |
| 4 |
Two Sigma Investments
New York
|
+$24.5M |
| 5 |
ZEP
Zeno Equity Partners
London,
United Kingdom
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$110M |
| 2 |
Morgan Stanley
New York
|
-$85.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$80.8M |
| 4 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
-$27.6M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$19.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWS
551
Glassman Wealth Services
Vienna,
Virginia
| – | -$3.04K | -17 | Closed |
|
552
Jones Financial Companies
Des Peres,
Missouri
| – | -$3.04K | -17 | Closed |
|
|
TFGT
553
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$2K | -12 | Closed |
|
HEI Hedge Fund Activity: Q1 2024 in Review
518 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q1 2024, worth a combined $7.3B — up 6.6% from $6.84B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new HEI positions and 34 closed out — a net gain of 28 holders — while 174 added to existing stakes and 175 trimmed.
The largest buyer was AGF Management, adding an estimated $106M. The largest seller was TD Asset Management, cutting an estimated $110M.
- 518 institutional investors held HEICO Corp (HEI) as of Q1 2024, up from 497 in Q4 2023.
- Funds reported $7.3B of HEICO Corp stock for Q1 2024, up 6.6% quarter-over-quarter.
- 62 funds opened new HEICO Corp positions in Q1 2024 and 34 closed out, a net change of +28 holders.
- The largest HEICO Corp buyer in Q1 2024 was AGF Management, an estimated $106M added.
- The largest HEICO Corp seller in Q1 2024 was TD Asset Management, an estimated $110M sold.
Based on aggregated 13F filings for Q1 2024.