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GE Aerospace

1,860 hedge funds and large institutions have $140B invested in GE Aerospace in 2014 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 851 increasing their positions, 773 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,525.05% more ownership

Funds ownership: 982.17%4,507.22% (+3,525%)

49% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 67

10% more repeat investments, than reductions

Existing positions increased: 851 | Existing positions reduced: 773

1% more funds holding

Funds holding: 1,8501,860 (+10)

10% less capital invested

Capital invested by funds: $155B → $140B (-$15.6B)

17% less funds holding in top 10

Funds holding in top 10: 589489 (-100)

38% less call options, than puts

Call options by funds: $769M | Put options by funds: $1.24B

Holders
1,860
Holders Change
+10
Holders Change %
+0.54%
% of All Funds
53.7%
Holding in Top 10
489
Holding in Top 10 Change
-100
Holding in Top 10 Change %
-16.98%
% of All Funds
14.12%
New
100
Increased
851
Reduced
773
Closed
67
Calls
$769M
Puts
$1.24B
Net Calls
-$476M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$1.18B -$39.2M -317,632 -3%
CS
27
Credit Suisse
Switzerland
$1.18B -$36.9M -298,372 -3%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$1.14B -$3.58M -29,014 -0.3%
State Farm Mutual Automobile Insurance
29
State Farm Mutual Automobile Insurance
Illinois
$1.1B +$2.78M +22,514 +0.3%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$1.1B +$104M +839,778 +10%
UBS AM
31
UBS AM
Illinois
$993M +$73.9M +598,518 +8%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$963M +$300M +2,432,239 +46%
ClearBridge Investments
33
ClearBridge Investments
New York
$867M +$72.9M +589,798 +9%
Deutsche Bank
34
Deutsche Bank
Germany
$816M -$22.9M -185,523 -3%
Ameriprise
35
Ameriprise
Minnesota
$814M -$272M -2,205,224 -25%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$796M -$21.6M -174,704 -3%
AllianceBernstein
37
AllianceBernstein
Tennessee
$770M +$33.8M +273,833 +5%
U
38
UBS
Switzerland
$770M +$64.5M +521,815 +9%
Fisher Asset Management
39
Fisher Asset Management
Washington
$762M -$7.12M -57,670 -0.9%
BIM
40
BlackRock Investment Management
Delaware
$750M -$22.1M -179,286 -3%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$750M -$11.1M -89,910 -1%
Allianz Asset Management
42
Allianz Asset Management
Germany
$694M +$9.91M +80,245 +1%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$668M -$22.7M -183,808 -3%
JP Morgan Chase
44
JP Morgan Chase
New York
$667M +$4.82M +38,981 +0.7%
Prudential Financial
45
Prudential Financial
New Jersey
$651M +$65.1M +526,904 +11%
O
46
OppenheimerFunds
New York
$606M +$208M +1,680,659 +53%
BlackRock
47
BlackRock
New York
$603M -$9.27M -75,007 -2%
Charles Schwab
48
Charles Schwab
California
$602M +$12.6M +101,825 +2%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$592M +$217M +1,753,136 +58%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$531M -$20.5M -165,818 -4%

GE Hedge Fund Activity: Q1 2014 in Review

1,860 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q1 2014, worth a combined $140B — down 10% from $155B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new GE positions and 67 closed out — a net gain of 33 holders — while 851 added to existing stakes and 773 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $386M. The largest seller was Ignis Investment Services, exiting entirely with an estimated $747M sold.

  • 1,860 institutional investors held GE Aerospace (GE) as of Q1 2014, up from 1,850 in Q4 2013.
  • Funds reported $140B of GE Aerospace stock for Q1 2014, down 10% quarter-over-quarter.
  • 100 funds opened new GE Aerospace positions in Q1 2014 and 67 closed out, a net change of +33 holders.
  • The largest GE Aerospace buyer in Q1 2014 was T. Rowe Price Associates, an estimated $386M added.
  • The largest GE Aerospace seller in Q1 2014 was Ignis Investment Services, an estimated $747M sold.

Based on aggregated 13F filings for Q1 2014.