We are live on ! Find out more
GE icon

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
CCA
551
Cobblestone Capital Advisors
New York
$11.8M +$96.2K +764 +0.9%
JMFC
552
J.M. Forbes & Co
Massachusetts
$11.8M +$263K +2,092 +2%
BWP
553
Baldwin Wealth Partners
Massachusetts
$11.8M +$263K +2,087 +2%
ECM
554
Evergreen Capital Management
Washington
$11.8M -$2.76M -21,880 -20%
HCM
555
Horan Capital Management
Maryland
$11.7M +$320K +2,537 +3%
Northwestern Mutual Wealth Management
556
Northwestern Mutual Wealth Management
Wisconsin
$11.6M -$322K -2,557 -3%
SC
557
Saybrook Capital
North Carolina
$11.5M +$113K +897 +1%
CHA
558
Cedar Hill Associates
Illinois
$11.5M +$287K +2,281 +3%
WAM
559
Wood Asset Management
Florida
$11.5M -$1.05M -8,330 -9%
GLRA
560
Gerald L. Ray & Associates
Texas
$11.5M +$68K +540 +0.6%
MME
561
Meag Munich Ergo
Germany
$11.4M +$10.1M +79,867 +1,520%
EWM
562
Edge Wealth Management
New York
$11.4M -$203K -1,611 -2%
BONST
563
Bank of Nova Scotia Trust
Ontario, Canada
$11.3M +$93.6K +743 +0.9%
WAM
564
Winslow Asset Management
Ohio
$11.3M -$328K -2,605 -3%
LSV Asset Management
565
LSV Asset Management
Illinois
$11.3M -$596K -4,732 -5%
SAMNY
566
Samsung Asset Management (New York)
New York
$11.2M +$8.33M +66,121 +376%
TCM
567
Twin Capital Management
Pennsylvania
$11.2M -$2.92M -23,186 -22%
CL
568
Croft-Leominster
Maryland
$11.2M -$777K -6,173 -7%
PCM
569
Parsons Capital Management
Rhode Island
$11.2M -$269K -2,133 -2%
SCI
570
S&CO Inc
Massachusetts
$11.1M -$71.4K -567 -0.7%
CIPU
571
Caledonia Investments plc (UK)
United Kingdom
$11.1M
HCM
572
Hollencrest Capital Management
California
$11.1M +$10.4M +82,318 New
GA
573
GFS Advisors
Texas
$11.1M -$117K -932 -1%
BCM
574
Bluefin Capital Management
New York
$11.1M +$10.1M +80,024 +3,560%
GIM
575
Grassi Investment Management
California
$11M +$682K +5,416 +7%

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.