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L3Harris

1,210 hedge funds and large institutions have $30.5B invested in L3Harris in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 477 increasing their positions, 415 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $187M | Put options by funds: $113M

15% more repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 415

0.76% less ownership

Funds ownership: 82.31%81.55% (-0.76%)

10% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 105

3% less funds holding

Funds holding: 1,2461,210 (-36)

5% less capital invested

Capital invested by funds: $32.2B → $30.5B (-$1.74B)

50% less funds holding in top 10

Funds holding in top 10: 189 (-9)

Holders
1,210
Holders Change
-36
Holders Change %
-2.89%
% of All Funds
19.28%
Holding in Top 10
9
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-50%
% of All Funds
0.14%
New
95
Increased
477
Reduced
415
Closed
105
Calls
$187M
Puts
$113M
Net Calls
+$74.4M
Net Calls Change
-$44M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
626
Wedbush Securities
California
$744K -$13.9K -68 -2%
GT
627
Greenleaf Trust
Michigan
$740K +$55.4K +271 +8%
CWS
628
Confluence Wealth Services
Pennsylvania
$734K +$44.8K +219 +6%
CBNLCF
629
Cognios Beta Neutral Large Cap Fund
Kansas
$727K +$180K +879 +31%
SFA
630
Sequoia Financial Advisors
Ohio
$727K +$7.97K +39 +1%
XF
631
XML Financial
Maryland
$723K +$102K +501 +16%
FBT
632
First Bank & Trust
South Dakota
$722K +$46K +225 +7%
TMAM
633
Tokio Marine Asset Management
Japan
$713K +$79.5K +389 +12%
SIM
634
Sentry Investment Management
Wisconsin
$711K +$275K +1,344 +59%
FSA
635
Fort Sheridan Advisors
Illinois
$708K +$94.1K +460 +15%
Walleye Trading
636
Walleye Trading
New York
$707K -$1.31M -6,383 -64%
OWP
637
Obermeyer Wealth Partners
Colorado
$707K -$61.3K -300 -8%
PIP
638
Peachtree Investment Partners
Florida
$703K -$89.3K -437 -11%
KWM
639
Kingsview Wealth Management
Oregon
$696K -$45.6K -223 -6%
BTW
640
Boston Trust Walden
Massachusetts
$693K
CIA
641
Covington Investment Advisors
Pennsylvania
$691K
MA
642
Montag & Associates
Georgia
$689K -$36.2K -177 -5%
EFS
643
Essex Financial Services
Connecticut
$687K -$140K -687 -16%
BB
644
Busey Bank
Illinois
$684K -$4.29K -21 -0.6%
NW
645
NewEdge Wealth
Pennsylvania
$683K -$43.8K -214 -6%
BWM
646
BerganKDV Wealth Management
Minnesota
$681K +$17.8K +87 +3%
FPAS
647
Focus Partners Advisor Solutions
Missouri
$664K -$22.9K -112 -3%
SS
648
Sunbelt Securities
Texas
$664K +$74.8K +366 +12%
HIA
649
Harbor Investment Advisory
Maryland
$660K -$818 -4 -0.1%
AF
650
Allworth Financial
California
$654K -$473K -2,312 -41%

LHX Hedge Fund Activity: Q1 2023 in Review

1,210 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in L3Harris (LHX) for Q1 2023, worth a combined $30.5B — down 5.4% from $32.2B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of LHX and 95 opened new positions — a net loss of 10 holders — while 415 trimmed existing stakes and 477 added.

The largest buyer was Allspring Global Investments, adding an estimated $170M. The largest seller was Capital Research Global Investors, cutting an estimated $415M.

  • 1,210 institutional investors held L3Harris (LHX) as of Q1 2023, down from 1,246 in Q4 2022.
  • Funds reported $30.5B of L3Harris stock for Q1 2023, down 5.4% quarter-over-quarter.
  • 95 funds opened new L3Harris positions in Q1 2023 and 105 closed out, a net change of -10 holders.
  • The largest L3Harris buyer in Q1 2023 was Allspring Global Investments, an estimated $170M added.
  • The largest L3Harris seller in Q1 2023 was Capital Research Global Investors, an estimated $415M sold.

Based on aggregated 13F filings for Q1 2023.