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L3Harris

1,257 hedge funds and large institutions have $34.5B invested in L3Harris in 2023 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 438 increasing their positions, 430 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 96

32% more call options, than puts

Call options by funds: $285M | Put options by funds: $216M

28% more capital invested

Capital invested by funds: $27.1B → $34.5B (+$7.45B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

8% more funds holding

Funds holding: 1,1681,257 (+89)

4.76% more ownership

Funds ownership: 81.67%86.43% (+4.8%)

2% more repeat investments, than reductions

Existing positions increased: 438 | Existing positions reduced: 430

Holders
1,257
Holders Change
+89
Holders Change %
+7.62%
% of All Funds
18.33%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
205
Increased
438
Reduced
430
Closed
96
Calls
$285M
Puts
$216M
Net Calls
+$69.2M
Net Calls Change
+$60.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1126
Tradition Wealth Management
Minnesota
$30K -$751 -4 -3%
BTI
1127
Blue Trust Inc
Georgia
$30K +$20.5K +109 +179%
GFPC
1128
Global Financial Private Client
Florida
$28.9K
RCM
1129
Raleigh Capital Management
North Carolina
$28.7K +$5.63K +30 +28%
FWM
1130
Focused Wealth Management
New York
$28.7K
BCM
1131
Bourgeon Capital Management
Connecticut
$28K
TCG
1132
Transcendent Capital Group
Oklahoma
$28K +$25K +133 New
BWP
1133
Baldwin Wealth Partners
Massachusetts
$27.4K
BCPWM
1134
Bradley & Co Private Wealth Management
Florida
$27.4K
SIS
1135
Sound Income Strategies
Florida
$27.2K -$938 -5 -4%
ACA
1136
American Capital Advisory
Idaho
$26.3K +$23.5K +125 New
BWL
1137
Bogart Wealth LLC
Virginia
$26.1K
CA
1138
Centerpoint Advisors
Massachusetts
$26K -$751 -4 -3%
KFS
1139
Kelly Financial Services
Massachusetts
$25.1K
MTIC
1140
Missouri Trust & Investment Company
Missouri
$24.6K +$3.19K +17 +17%
TFA
1141
Toth Financial Advisory
Virginia
$24.5K -$7.5K -40 -26%
HBW
1142
Hazlett, Burt & Watson
West Virginia
$24K
CWM
1143
CarsonAllaria Wealth Management
Illinois
$24K
PPC
1144
Park Place Capital
Alabama
$23.4K
TC
1145
Trust Company
Kansas
$23K
WBC
1146
West Branch Capital
Massachusetts
$22.5K
FFL
1147
Financial Freedom LLC
Ohio
$22.3K
IGWM
1148
ICA Group Wealth Management
Colorado
$21.1K +$18.8K +100 New
EC
1149
EntryPoint Capital
New York
$20.6K +$18.4K +98 New
HT
1150
Headlands Technologies
Illinois
$20.4K +$18.2K +97 New

LHX Hedge Fund Activity: Q4 2023 in Review

1,257 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in L3Harris (LHX) for Q4 2023, worth a combined $34.5B — up 28% from $27.1B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new LHX positions and 96 closed out — a net gain of 109 holders — while 438 added to existing stakes and 430 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $621M. The largest seller was Longview Partners, exiting entirely with an estimated $265M sold.

  • 1,257 institutional investors held L3Harris (LHX) as of Q4 2023, up from 1,168 in Q3 2023.
  • Funds reported $34.5B of L3Harris stock for Q4 2023, up 28% quarter-over-quarter.
  • 205 funds opened new L3Harris positions in Q4 2023 and 96 closed out, a net change of +109 holders.
  • The largest L3Harris buyer in Q4 2023 was Morgan Stanley, an estimated $621M added.
  • The largest L3Harris seller in Q4 2023 was Longview Partners, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2023.