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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
Morgan Stanley
26
Morgan Stanley
New York
$1.29B +$2.14K +17 +0%
IC
27
Institutional Capital
Illinois
$1.29B +$4.12M +32,681 +0.3%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$1.24B -$19.8M -157,100 -2%
State Farm Mutual Automobile Insurance
29
State Farm Mutual Automobile Insurance
Illinois
$1.19B
Ameriprise
30
Ameriprise
Minnesota
$1.18B -$1.53M -12,128 -0.1%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$1.08B -$324M -2,575,552 -24%
UBS AM
32
UBS AM
Illinois
$995M +$4.49M +35,679 +0.5%
Deutsche Bank
33
Deutsche Bank
Germany
$908M -$94.5M -750,019 -10%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$884M +$72.2M +573,506 +9%
ClearBridge Investments
35
ClearBridge Investments
New York
$860M +$91.5M +726,156 +13%
BIM
36
BlackRock Investment Management
Delaware
$836M +$31M +246,436 +4%
Fisher Asset Management
37
Fisher Asset Management
Washington
$833M -$8.15M -64,720 -1%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$824M -$36.1M -287,000 -4%
AllianceBernstein
39
AllianceBernstein
Tennessee
$797M -$164M -1,305,251 -18%
U
40
UBS
Switzerland
$764M +$23.6M +187,107 +3%
IIS
41
Ignis Investment Services
United Kingdom
$747M +$70.1M +556,455 New
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$745M -$44.5M -353,593 -6%
Allianz Asset Management
43
Allianz Asset Management
Germany
$740M -$157M -1,247,713 -18%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$717M -$70.6M -560,287 -9%
JP Morgan Chase
45
JP Morgan Chase
New York
$716M -$360M -2,860,741 -35%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$710M +$87M +690,662 +15%
BlackRock
47
BlackRock
New York
$662M +$26.2M +208,318 +4%
Charles Schwab
48
Charles Schwab
California
$638M -$2.5M -19,883 -0.4%
Prudential Financial
49
Prudential Financial
New Jersey
$634M -$166M -1,315,014 -22%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$597M -$24.6M -195,463 -4%

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.