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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
HAI
601
Hennessy Advisors Inc
California
$10.1M +$1.65M +13,063 +21%
NSAM
602
North Star Asset Management
Wisconsin
$10.1M -$364K -2,887 -4%
KRSITF
603
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10M -$119K -948 -1%
OA
604
OFI Advisors
Pennsylvania
$10M -$327K -2,593 -3%
EWM
605
Evercore Wealth Management
New York
$9.94M -$3.1M -24,604 -25%
MLL
606
Moody Lynn & Lieberson
Massachusetts
$9.93M +$3.07M +24,352 +49%
EIM
607
Essex Investment Management
Massachusetts
$9.92M +$1.62M +12,900 +21%
RC
608
RegentAtlantic Capital
New Jersey
$9.92M -$2.77K -22 -0%
SMI
609
Shelter Mutual Insurance
Missouri
$9.91M
P
610
Pitcairn
Pennsylvania
$9.9M +$991K +7,868 +12%
CWA
611
Constellation Wealth Advisors
New York
$9.9M +$235K +1,866 +3%
WP
612
WMS Partners
Maryland
$9.88M +$186K +1,480 +2%
CNBT
613
Canandaigua National Bank & Trust
New York
$9.86M -$190K -1,509 -2%
KFS
614
KMS Financial Services
Washington
$9.84M +$2.57M +20,392 +39%
TCA
615
Taconic Capital Advisors
New York
$9.81M -$1.31M -10,433 -12%
AAIM
616
American Assets Investment Management
California
$9.81M -$338K -2,682 -4%
SCA
617
Stillwater Capital Advisors
Pennsylvania
$9.81M +$2.44M +19,401 +36%
ACM
618
Advisors Capital Management
New Jersey
$9.8M +$1.59M +12,664 +21%
SC
619
SouthState Corp
Florida
$9.8M +$198K +1,572 +2%
TAM
620
Taurus Asset Management
New York
$9.75M -$157K -1,248 -2%
PFC
621
Phocas Financial Corp
California
$9.73M -$1.14M -9,078 -11%
MERSOM
622
Municipal Employees' Retirement System of Michigan
Michigan
$9.71M
ACP
623
Ashfield Capital Partners
California
$9.71M -$245K -1,946 -3%
MCTIC
624
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$9.69M +$74.8K +594 +0.8%
BC
625
Bartlett & Co
Ohio
$9.66M -$315K -2,503 -3%

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.