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GE Aerospace

1,685 hedge funds and large institutions have $139B invested in GE Aerospace in 2013 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 737 increasing their positions, 693 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

312.95% more ownership

Funds ownership: 317.1%630.05% (+313%)

50% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 54

7% more capital invested

Capital invested by funds: $131B → $139B (+$8.77B)

1% more funds holding in top 10

Funds holding in top 10: 449455 (+6)

6% more repeat investments, than reductions

Existing positions increased: 737 | Existing positions reduced: 693

1% more funds holding

Funds holding: 1,6741,685 (+11)

14% less call options, than puts

Call options by funds: $1B | Put options by funds: $1.17B

Holders
1,685
Holders Change
+11
Holders Change %
+0.66%
% of All Funds
54.62%
Holding in Top 10
455
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.34%
% of All Funds
14.75%
New
81
Increased
737
Reduced
693
Closed
54
Calls
$1B
Puts
$1.17B
Net Calls
-$166M
Net Calls Change
-$3.99M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
576
Alerus Investment Advisors
Minnesota
$9.51M -$1.03M -8,983 -10%
JEW
577
Jamison Eaton & Wood
New Jersey
$9.48M +$132K +1,150 +1%
CIPU
578
Caledonia Investments plc (UK)
United Kingdom
$9.44M +$9.45M +82,422 New
FTC
579
Farmers Trust Company
Ohio
$9.37M -$66.4K -579 -0.7%
SYBT
580
Stock Yards Bank & Trust
Kentucky
$9.34M -$5.39M -47,021 -37%
PFC
581
Phocas Financial Corp
California
$9.33M +$177K +1,542 +2%
TTWM
582
TCV Trust & Wealth Management
Virginia
$9.32M +$527K +4,595 +6%
KLWA
583
Kelly Lawrence W & Associates
California
$9.29M -$68.7K -599 -0.7%
QIM
584
Quantitative Investment Management
Virginia
$9.27M +$9.29M +80,982 New
BOTW
585
Bank of the West
California
$9.16M -$274K -2,392 -3%
TCOV
586
Trust Company of Vermont
Vermont
$9.13M +$108K +939 +1%
CIM
587
Calvert Investment Management
Maryland
$9.07M +$1.44M +12,582 +19%
PWP
588
Private Wealth Partners
California
$9.05M -$309K -2,694 -3%
HCMT
589
Highland Capital Management (Tennessee)
Tennessee
$9.04M -$29.6K -258 -0.3%
SSG
590
Summit Securities Group
New York
$9.02M +$3.56M +31,028 +65%
MC
591
Middleton & Co
Massachusetts
$8.94M -$1.03M -9,010 -10%
LJHT
592
Laurie J. Hall Trustee
$8.94M -$8.37K -73 -0.1%
NSAM
593
North Star Asset Management
Wisconsin
$8.9M -$83.1K -725 -0.9%
DSA
594
Davis Selected Advisers
Arizona
$8.88M -$1.66M -14,481 -16%
OA
595
OFI Advisors
Pennsylvania
$8.83M +$146K +1,275 +2%
CA
596
CapWealth Advisors
Tennessee
$8.8M +$267K +2,329 +3%
OCM
597
Olstein Capital Management
New York
$8.79M
GIM
598
Grassi Investment Management
California
$8.79M -$35.7K -311 -0.4%
KRSITF
599
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.67M +$8.68M +75,708 New
AAIM
600
American Assets Investment Management
California
$8.67M -$598K -5,216 -6%

GE Hedge Fund Activity: Q3 2013 in Review

1,685 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q3 2013, worth a combined $139B — up 6.7% from $131B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new GE positions and 54 closed out — a net gain of 27 holders — while 737 added to existing stakes and 693 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $201M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $634M.

  • 1,685 institutional investors held GE Aerospace (GE) as of Q3 2013, up from 1,674 in Q2 2013.
  • Funds reported $139B of GE Aerospace stock for Q3 2013, up 6.7% quarter-over-quarter.
  • 81 funds opened new GE Aerospace positions in Q3 2013 and 54 closed out, a net change of +27 holders.
  • The largest GE Aerospace buyer in Q3 2013 was Capital Research Global Investors, an estimated $201M added.
  • The largest GE Aerospace seller in Q3 2013 was Barrow, Hanley, Mewhinney & Strauss, an estimated $634M sold.

Based on aggregated 13F filings for Q3 2013.