229 Active UK Funds, AUM $172bn
BAE Systems plc
Positioning Rebounds, Underweight Widens
BAE Systems has staged a sharp rebound in ownership, rising to 36.7% of UK funds — its highest in over two years — with average weights also climbing. Yet positioning remains well below historical peaks, leaving UK managers -1.27% underweight versus the benchmark. As the dominant aerospace and defence holding, BAE outpaces Rolls-Royce, QinetiQ and Senior, supported mainly by GARP, Growth, and Income strategies. With defence back at the forefront of global agendas, its underweight status may prove harder for active managers to sustain.
For more analysis, data or information on active investor positioning in your market, please get in touch with me on steven.holden@copleyfundresearch.com
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