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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
GIM
726
Goelzer Investment Management
Indiana
$5.99M +$408K +3,559 +7%
ECP
727
Empyrean Capital Partners
California
$5.97M
WSCM
728
Wellington Shields Capital Management
New York
$5.97M -$1.95K -17 -0%
Westfield Capital Management
729
Westfield Capital Management
Massachusetts
$5.93M -$359K -3,130 -6%
FHA
730
First Horizon Advisors
Tennessee
$5.91M +$5.17M +45,090 +689%
CCG
731
Cypress Capital Group
Florida
$5.91M -$149K -1,303 -2%
FNBTCON
732
First National Bank & Trust Co of Newtown
Pennsylvania
$5.89M -$9.63K -84 -0.2%
RCG
733
Ruane, Cunniff & Goldfarb
New York
$5.81M +$1.49K +13 +0%
SCM
734
Summit Capital Management
Washington
$5.8M -$113K -986 -2%
Connor, Clark & Lunn Investment Management (CC&L)
735
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.79M -$2.19M -19,082 -28%
NAM
736
NTV Asset Management
West Virginia
$5.78M +$259K +2,257 +5%
FM
737
Family Management
New York
$5.77M -$1.17M -10,209 -17%
FAAM
738
First Allied Asset Management
California
$5.76M +$212K +1,850 +4%
TCM
739
Talara Capital Management
New Jersey
$5.74M +$47.9K +418 +0.8%
CAM
740
Cubic Asset Management
Massachusetts
$5.73M +$49.2K +429 +0.9%
IMOV
741
Investment Management of Virginia
Virginia
$5.73M -$278K -2,426 -5%
ANBT
742
American National Bank & Trust
Texas
$5.71M +$2.79M +24,319 +95%
LMIM
743
Lockheed Martin Investment Management
Maryland
$5.69M -$4.67M -40,689 -45%
MLL
744
Moody Lynn & Lieberson
Massachusetts
$5.68M +$40.7K +355 +0.7%
FAT
745
First American Trust
California
$5.67M +$44.8K +391 +0.8%
DY
746
Dowling & Yahnke
California
$5.64M +$37.7K +329 +0.7%
VAS
747
Valicenti Advisory Services
New York
$5.62M -$14.8K -129 -0.3%
KJHP
748
K.J. Harrison & Partners
Ontario, Canada
$5.62M
Envestnet Asset Management
749
Envestnet Asset Management
Illinois
$5.6M +$825K +7,197 +17%
TNBTD
750
Trustmark National Bank Trust Department
Mississippi
$5.58M +$36.4K +317 +0.7%

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.