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GE Aerospace

1,850 hedge funds and large institutions have $155B invested in GE Aerospace in 2013 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 695 increasing their positions, 774 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more first-time investments, than exits

New positions opened: 238 | Existing positions closed: 50

352.12% more ownership

Funds ownership: 630.05%982.17% (+352%)

29% more funds holding in top 10

Funds holding in top 10: 455589 (+134)

11% more capital invested

Capital invested by funds: $139B → $155B (+$15.8B)

10% more funds holding

Funds holding: 1,6851,850 (+165)

10% less repeat investments, than reductions

Existing positions increased: 695 | Existing positions reduced: 774

40% less call options, than puts

Call options by funds: $949M | Put options by funds: $1.59B

Holders
1,850
Holders Change
+165
Holders Change %
+9.79%
% of All Funds
53.67%
Holding in Top 10
589
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+29.45%
% of All Funds
17.09%
New
238
Increased
695
Reduced
774
Closed
50
Calls
$949M
Puts
$1.59B
Net Calls
-$640M
Net Calls Change
-$474M
Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
451
Osborne Partners Capital Management
California
$17.2M -$115K -912 -0.7%
BCM
452
Buckhead Capital Management
Georgia
$17.1M -$775K -6,157 -5%
CCT
453
Country Club Trust
Missouri
$17M +$245K +1,947 +2%
RJFSA
454
Raymond James Financial Services Advisors
Florida
$16.9M -$141K -1,119 -0.9%
NB
455
NBT Bank
New York
$16.9M -$659K -5,231 -4%
KIA
456
KCM Investment Advisors
California
$16.8M +$892K +7,083 +6%
SM
457
Stratton Management
Pennsylvania
$16.7M -$234K -1,857 -1%
CDH
458
Charles D. Hyman
$16.6M +$291K +2,310 +2%
ACM
459
Azimuth Capital Management
Michigan
$16.6M +$1.45M +11,522 +10%
SIM
460
Sentry Investment Management
Wisconsin
$16.6M -$3.31M -26,250 -18%
HCM
461
Hodges Capital Management
Texas
$16.4M +$8.2M +65,119 +114%
FIG
462
Fortress Investment Group
New York
$16.3M +$13.3M +105,854 +673%
Tudor Investment Corp
463
Tudor Investment Corp
Connecticut
$16.2M +$14.9M +118,306 +4,685%
MWAC
464
Mariner Wealth Advisors (Cincinnati)
Ohio
$16.1M +$829K +6,586 +6%
SCM
465
SKBA Capital Management
California
$16M -$145K -1,148 -1%
SCM
466
Stux Capital Management
New York
$15.9M +$4.01M +31,821 +37%
BFA
467
Beaumont Financial Advisors
Massachusetts
$15.9M +$204K +1,621 +1%
TBA
468
Tower Bridge Advisors
Pennsylvania
$15.7M +$131K +1,038 +0.9%
RW
469
Rand Wealth
Maryland
$15.7M +$369K +2,926 +3%
PP
470
Patten & Patten
Tennessee
$15.7M +$490K +3,893 +3%
CIP
471
Convergence Investment Partners
Florida
$15.6M +$705K +5,596 +5%
BSPF
472
British Steel Pension Fund
United Kingdom
$15.6M +$2.84M +22,570 +24%
TIM
473
Thompson Investment Management
Wisconsin
$15.5M -$138K -1,099 -0.9%
STC
474
SEI Trust Company
Pennsylvania
$15.5M +$723K +5,739 +5%
BIC
475
Beach Investment Counsel
Pennsylvania
$15.4M +$10.4M +82,960 +260%

GE Hedge Fund Activity: Q4 2013 in Review

1,850 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q4 2013, worth a combined $155B — up 11% from $139B a quarter earlier.

Buyers outnumbered sellers: 238 funds opened new GE positions and 50 closed out — a net gain of 188 holders — while 695 added to existing stakes and 774 trimmed.

The largest buyer was State Street, adding an estimated $340M. The largest seller was JP Morgan Chase, cutting an estimated $360M.

  • 1,850 institutional investors held GE Aerospace (GE) as of Q4 2013, up from 1,685 in Q3 2013.
  • Funds reported $155B of GE Aerospace stock for Q4 2013, up 11% quarter-over-quarter.
  • 238 funds opened new GE Aerospace positions in Q4 2013 and 50 closed out, a net change of +188 holders.
  • The largest GE Aerospace buyer in Q4 2013 was State Street, an estimated $340M added.
  • The largest GE Aerospace seller in Q4 2013 was JP Morgan Chase, an estimated $360M sold.

Based on aggregated 13F filings for Q4 2013.