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GE Aerospace

1,940 hedge funds and large institutions have $65B invested in GE Aerospace in 2018 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 633 increasing their positions, 1,021 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 3338 (+5)

1% more capital invested

Capital invested by funds: $64.6B → $65B (+$365M)

0.06% less ownership

Funds ownership: 11.53%11.46% (-0.06%)

2% less funds holding

Funds holding: 1,9861,940 (-46)

19% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 135

38% less repeat investments, than reductions

Existing positions increased: 633 | Existing positions reduced: 1,021

51% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $2.55B

Holders
1,940
Holders Change
-46
Holders Change %
-2.32%
% of All Funds
44.4%
Holding in Top 10
38
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.15%
% of All Funds
0.87%
New
110
Increased
633
Reduced
1,021
Closed
135
Calls
$1.26B
Puts
$2.55B
Net Calls
-$1.29B
Net Calls Change
-$70.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
451
Montag & Associates
Georgia
$4.32M +$1.62M +24,321 +58%
SWP
452
Stratos Wealth Partners
Ohio
$4.31M -$353K -5,294 -7%
RWA
453
Ropes Wealth Advisors
Massachusetts
$4.25M +$20.9K +313 +0.5%
ATC
454
Argent Trust Co
Tennessee
$4.25M +$3.27M +49,069 +304%
AMAL
455
Asset Management Advisors LLC
Oklahoma
$4.22M -$45.5K -682 -1%
CCM
456
Cohen Capital Management
California
$4.21M -$105K -1,576 -2%
WAM
457
Winslow Asset Management
Ohio
$4.2M +$57.3K +859 +1%
OMCS
458
Old Mutual Customised Solutions
South Africa
$4.2M
CC
459
Courier Capital
New York
$4.14M -$194K -2,913 -4%
WIC
460
Willis Investment Counsel
Georgia
$4.13M -$7.93M -118,959 -65%
LS
461
Livforsakringsbolaget Skandia
Sweden
$4.11M +$309K +4,632 +8%
V
462
Veritable
Delaware
$4.07M -$299K -4,480 -7%
SFSG
463
Stearns Financial Services Group
North Carolina
$4.06M -$297K -4,457 -7%
KCM
464
Kempner Capital Management
Texas
$4.02M -$934 -14 -0%
GAI
465
General American Investors
New York
$4.01M
Kovitz Investment Group Partners
466
Kovitz Investment Group Partners
Illinois
$4.01M -$21.1M -316,289 -84%
DWM
467
Dorchester Wealth Management
Quebec, Canada
$4M +$69.4K +1,041 +2%
SLA
468
Silver Lake Advisory
Utah
$3.99M +$261K +3,909 +15%
CAM
469
Carret Asset Management
New York
$3.96M -$167K -2,509 -4%
SMI
470
Shelter Mutual Insurance
Missouri
$3.96M -$451K -6,760 -10%
PAM
471
Private Asset Management
California
$3.96M -$700K -10,487 -15%
MIAN
472
Mariner Independent Advisor Network
Kansas
$3.93M +$1.36M +20,413 +51%
BDS
473
Banco de Sabadell
Florida
$3.92M -$224K -3,355 -5%
LW
474
Linscomb Wealth
Texas
$3.9M +$67 +1 +0%
WCMN
475
Westchester Capital Management (Nebraska)
Nebraska
$3.88M -$12.5K -188 -0.3%

GE Hedge Fund Activity: Q2 2018 in Review

1,940 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q2 2018, worth a combined $65B — up 0.56% from $64.6B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of GE and 110 opened new positions — a net loss of 25 holders — while 1,021 trimmed existing stakes and 633 added.

The largest buyer was Fidelity Investments, adding an estimated $1.76B. The largest seller was Capital Research Global Investors, cutting an estimated $972M.

  • 1,940 institutional investors held GE Aerospace (GE) as of Q2 2018, down from 1,986 in Q1 2018.
  • Funds reported $65B of GE Aerospace stock for Q2 2018, up 0.56% quarter-over-quarter.
  • 110 funds opened new GE Aerospace positions in Q2 2018 and 135 closed out, a net change of -25 holders.
  • The largest GE Aerospace buyer in Q2 2018 was Fidelity Investments, an estimated $1.76B added.
  • The largest GE Aerospace seller in Q2 2018 was Capital Research Global Investors, an estimated $972M sold.

Based on aggregated 13F filings for Q2 2018.