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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
SWM
926
Seed Wealth Management
Illinois
$244K
RP
927
Riverwater Partners
Wisconsin
$244K +$254K +1,241 New
GWS
928
Glassman Wealth Services
Virginia
$243K -$30.3K -148 -11%
RCWM
929
Royal Capital Wealth Management
Indiana
$242K +$1.02K +5 +0.4%
GC
930
Grimes & Company
Massachusetts
$241K -$2.66K -13 -1%
VIM
931
Vista Investment Management
Pennsylvania
$239K +$14.7K +72 +6%
SCM
932
Shelton Capital Management
Colorado
$239K
PCM
933
Prelude Capital Management
New York
$239K +$249K +1,217 New
ACA
934
Aptus Capital Advisors
Alabama
$238K -$3.71M -18,127 -94%
IWP
935
Icon Wealth Partners
Texas
$238K +$248K +1,213 New
CCMI
936
Creative Capital Management Investments
California
$237K
KP
937
Keel Point
Alabama
$237K +$38.4K +188 +18%
AWA
938
Arkadios Wealth Advisors
Georgia
$237K +$33.3K +163 +16%
GIA
939
Gateway Investment Advisers
Ohio
$237K -$12.1M -59,078 -98%
FBA
940
Front Barnett Associates
Illinois
$235K -$2.04K -10 -0.8%
CWM
941
Campbell Wealth Management
Virginia
$235K -$613 -3 -0.3%
Vontobel Holding
942
Vontobel Holding
Switzerland
$230K +$28.6K +140 +14%
SWP
943
Strategic Wealth Partners
Ohio
$229K -$22.5K -110 -9%
CIC
944
Carnegie Investment Counsel
Ohio
$227K +$36.2K +177 +18%
PFG
945
Prosperity Financial Group
California
$227K
MIP
946
Mondrian Investment Partners
United Kingdom
$226K
PTC
947
Private Trust Company
Ohio
$226K +$19.8K +97 +9%
FCP
948
Fidelis Capital Partners
Florida
$226K +$246K +1,202 New
DGAM
949
Desjardins Global Asset Management
Quebec, Canada
$224K +$233K +1,142 New
LWCFA
950
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$224K

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.