— Know what they know.
Not Investment Advice
Also trades as: BA.L (LSE) · $vol 159M · BSP.DE (XETRA) · $vol 2M · BAESF (OTC) · $vol 1M

BAESY Institutional Ownership

BAE Systems plc
1W: -2.6% 1M: -4.9% 3M: -5.9% YTD: +6.0% 1Y: -7.0% 3Y: +115.5% 5Y: +271.3%
$102.11
-0.95 (-0.92%)
 
Weekly Expected Move ±3.3%
$95 $99 $102 $105 $109
OTC · Industrials · Aerospace & Defense · Tech Score Strong Sell · Power 33 · $74.8B mcap · 733M float · 0.038% daily turnover · Short 12% of daily vol

Institutional Ownership — BAESY

41
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
$28M
Total Invested
5
New Positions
10
Increased
17
Reduced
8
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (50 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Altrius Capital Management Inc 97,620 $$10M +5,779 +6.3% 17Q SEC ↗
2 FIRST MERCHANTS CORP 66,726 $$7M -1,696 -2.5% 6Q SEC ↗
3 SIT INVESTMENT ASSOCIATES INC 35,651 $$4M +175 +0.5% 15Q SEC ↗
4 Henry James International Management I 25,997 $$3M +30 +0.1% 2Q SEC ↗
5 RHUMBLINE ADVISERS 10,143 $$1M +84 +0.8% 13Q SEC ↗
6 Sterling Capital Management LLC 9,096 $$929K -778 -7.9% 2Q SEC ↗
7 DB Fitzpatrick & Co, Inc NEW 7,253 $$741K — +0.0% 1Q SEC ↗
8 Calydon Capital 7,076 $$723K -1,627 -18.7% 3Q SEC ↗
9 RNC CAPITAL MANAGEMENT LLC 5,453 $$557K -160 -2.9% 19Q SEC ↗
10 GAMMA Investing LLC 3,969 $$405K +96 +2.5% 11Q SEC ↗
11 PNC Financial Services Group, Inc. 3,931 $$401K -52 -1.3% 15Q SEC ↗
12 Pinnacle Wealth Management Advisory Gr 2,693 $$275K +54 +2.0% 2Q SEC ↗
13 ALTA CAPITAL MANAGEMENT LLC 2,576 $$263K -48 -1.8% 2Q SEC ↗
14 WELLINGTON-ALTUS USA INC. 1,178 $$120K — +0.0% 1Q SEC ↗
15 ATLAS CAPITAL ADVISORS INC. 1,051 $$107K — +0.0% 3Q SEC ↗
16 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 556 $$57K — +0.0% 15Q SEC ↗
17 Salomon & Ludwin, LLC 512 $$52K -149 -22.5% 5Q SEC ↗
18 Financial Gravity Asset Management, In NEW 372 $$38K — +0.0% 1Q SEC ↗
19 Financial Gravity Companies, Inc. NEW 372 $$38K — +0.0% 1Q SEC ↗
20 Westside Investment Management, Inc. 362 $$37K — +0.0% 5Q SEC ↗
21 Vermillion Wealth Management, Inc. NEW 304 $$31K — +0.0% 1Q SEC ↗
22 IMA Advisory Services, Inc. 208 $$21K +176 +550.0% 3Q SEC ↗
23 HANTZ FINANCIAL SERVICES, INC. 189 $$19K -12 -6.0% 26Q SEC ↗
24 Ancora Advisors LLC 179 $$18K +30 +20.1% 3Q SEC ↗
25 First Command Advisory Services, Inc. 164 $$17K +163 +16300.0% 2Q SEC ↗
26 THURSTON, SPRINGER, MILLER, HERD & TIT 139 $$14K — +0.0% 3Q SEC ↗
27 MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $$10K — +0.0% 2Q SEC ↗
28 ADIRONDACK TRUST CO 70 $$7K — +0.0% 3Q SEC ↗
29 COMPASS FINANCIAL MANAGEMENT LLC NEW 54 $$6K — +0.0% 1Q SEC ↗
30 RMG Wealth Management LLC 41 $$4K -32 -43.8% 2Q SEC ↗
31 Transce3nd, LLC 38 $$4K — +0.0% 7Q SEC ↗
32 Ninepoint Partners LP 37 $$4K +2 +5.7% 2Q SEC ↗
33 HORIZON FINANCIAL SERVICES, LLC NEW 36 $$4K — +0.0% 1Q SEC ↗
34 RICHARDSON FINANCIAL SERVICES INC. 5 $$1K — +0.0% 2Q SEC ↗
35 PARADIGM ASSET MANAGEMENT CO LLC 0 $$0K -800 -100.0% 14Q SEC ↗
36 KINGSWOOD WEALTH ADVISORS, LLC 0 $$0K -2,707 -100.0% 1Q SEC ↗
37 SkyView Investment Advisors, LLC 0 $$0K -8,618 -100.0% 5Q SEC ↗
38 YOUSIF CAPITAL MANAGEMENT, LLC 0 $$0K -8,063 -100.0% 18Q SEC ↗
39 Copeland Capital Management, LLC 0 $$0K -40 -100.0% 6Q SEC ↗
40 Front Row Advisors LLC 0 $$0K -100 -100.0% 4Q SEC ↗
41 Signature Equity Partners, LLC 0 $$0K -3,126 -100.0% 1Q SEC ↗
42 Wealth Preservation Advisors, LLC 0 $$0K -59 -100.0% 3Q SEC ↗
43 Ascentis Independent Advisors 0 $$0K -570 -100.0% 1Q SEC ↗
44 Collaborative Fund Advisors, LLC 0 $$0K -7,699 -100.0% 1Q SEC ↗
45 Steigerwald, Gordon & Koch Inc. 0 $$0K -340 -100.0% 2Q SEC ↗
46 Ramirez Asset Management, Inc. 0 $$0K -125 -100.0% 11Q SEC ↗
47 AMERIFLEX GROUP, INC. 0 $$0K -28 -100.0% 2Q SEC ↗
48 HighPoint Advisor Group LLC 0 $$0K -3,821 -100.0% 4Q SEC ↗
49 Accent Capital Management, LLC 0 $$0K -371 -100.0% 1Q SEC ↗
50 RIVERBRIDGE PARTNERS LLC 0 $$0K -1,897 -100.0% 1Q SEC ↗
Biggest Increases (10)
HolderAddedChange %Total Shares
Altrius Capital Management Inc +5,779 +6.3% 97,620
IMA Advisory Services, Inc. +176 +550.0% 208
SIT INVESTMENT ASSOCIATES INC +175 +0.5% 35,651
First Command Advisory Services, In +163 +16300.0% 164
GAMMA Investing LLC +96 +2.5% 3,969
RHUMBLINE ADVISERS +84 +0.8% 10,143
Pinnacle Wealth Management Advisory +54 +2.0% 2,693
Henry James International Managemen +30 +0.1% 25,997
Ancora Advisors LLC +30 +20.1% 179
Ninepoint Partners LP +2 +5.7% 37
Biggest Decreases (9)
HolderReducedChange %Total Shares
FIRST MERCHANTS CORP -1,696 -2.5% 66,726
Calydon Capital -1,627 -18.7% 7,076
Sterling Capital Management LLC -778 -7.9% 9,096
RNC CAPITAL MANAGEMENT LLC -160 -2.9% 5,453
Salomon & Ludwin, LLC -149 -22.5% 512
PNC Financial Services Group, Inc. -52 -1.3% 3,931
ALTA CAPITAL MANAGEMENT LLC -48 -1.8% 2,576
RMG Wealth Management LLC -32 -43.8% 41
HANTZ FINANCIAL SERVICES, INC. -12 -6.0% 189

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms