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GE Aerospace

2,029 hedge funds and large institutions have $145B invested in GE Aerospace in 2016 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 792 increasing their positions, 951 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 70

0.14% less ownership

Funds ownership: 11.58%11.44% (-0.14%)

1% less funds holding

Funds holding: 2,0432,029 (-14)

4% less call options, than puts

Call options by funds: $2.42B | Put options by funds: $2.51B

10% less capital invested

Capital invested by funds: $161B → $145B (-$16.3B)

17% less repeat investments, than reductions

Existing positions increased: 792 | Existing positions reduced: 951

24% less funds holding in top 10

Funds holding in top 10: 573435 (-138)

Holders
2,029
Holders Change
-14
Holders Change %
-0.69%
% of All Funds
54.14%
Holding in Top 10
435
Holding in Top 10 Change
-138
Holding in Top 10 Change %
-24.08%
% of All Funds
11.61%
New
78
Increased
792
Reduced
951
Closed
70
Calls
$2.42B
Puts
$2.51B
Net Calls
-$97.9M
Net Calls Change
-$1.2B
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
651
LS Investment Advisors
Michigan
$8.35M -$1.35M -9,043 -13%
SCM
652
Stonebridge Capital Management
California
$8.31M +$506K +3,392 +6%
AP
653
Appleton Partners
Massachusetts
$8.22M +$381K +2,557 +5%
SBIA
654
Sheaff Brock Investment Advisors
Indiana
$8.22M -$121K -813 -1%
PA
655
Profund Advisors
Maryland
$8.21M +$80K +536 +0.9%
GIP
656
Greatmark Investment Partners
Georgia
$8.18M +$13.7K +92 +0.2%
JPMIA
657
J.P. Marvel Investment Advisors
Massachusetts
$8.16M -$307K -2,059 -3%
LW
658
Linscomb Wealth
Texas
$8.15M +$70.6K +473 +0.8%
UFG
659
United Fire Group
Iowa
$8.15M
HC
660
Hourglass Capital
Texas
$8.13M -$3.59M -24,036 -30%
TFA
661
Toth Financial Advisory
Virginia
$8.09M +$36K +241 +0.4%
EWM
662
Endurance Wealth Management
Rhode Island
$8.04M -$45.2K -303 -0.5%
LCM
663
Logan Capital Management
Pennsylvania
$8.02M +$3.58K +24 +0%
NIA
664
Northstar Investment Advisors
Colorado
$7.99M +$442K +2,963 +5%
SI
665
SII Investments
Wisconsin
$7.98M -$615K -4,119 -7%
PFPT
666
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.96M -$51.9K -348 -0.7%
KIC
667
Keating Investment Counselors
Florida
$7.95M -$14K -94 -0.2%
AL
668
Agran Libbie
California
$7.87M -$228K -1,531 -3%
DY
669
Dowling & Yahnke
California
$7.86M +$4.48K +30 +0.1%
SIP
670
Stoneridge Investment Partners
Pennsylvania
$7.84M -$592K -3,965 -7%
JC
671
Jacobs & Co
California
$7.83M +$125K +840 +2%
SSB
672
Sandy Spring Bank
Maryland
$7.79M -$93.1K -624 -1%
FIB
673
First Interstate Bank
Montana
$7.79M -$38.3K -257 -0.5%
PPSG
674
Princeton Portfolio Strategies Group
New Jersey
$7.76M +$1.19M +7,989 +17%
ADEF
675
Adams Diversified Equity Fund
Maryland
$7.76M

GE Hedge Fund Activity: Q3 2016 in Review

2,029 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q3 2016, worth a combined $145B — down 10% from $161B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new GE positions and 70 closed out — a net gain of 8 holders — while 792 added to existing stakes and 951 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $486M. The largest seller was General Electric, exiting entirely with an estimated $1.34B sold.

  • 2,029 institutional investors held GE Aerospace (GE) as of Q3 2016, down from 2,043 in Q2 2016.
  • Funds reported $145B of GE Aerospace stock for Q3 2016, down 10% quarter-over-quarter.
  • 78 funds opened new GE Aerospace positions in Q3 2016 and 70 closed out, a net change of +8 holders.
  • The largest GE Aerospace buyer in Q3 2016 was JP Morgan Chase, an estimated $486M added.
  • The largest GE Aerospace seller in Q3 2016 was General Electric, an estimated $1.34B sold.

Based on aggregated 13F filings for Q3 2016.