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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
AMAL
801
Asset Management Advisors LLC
Oklahoma
$5.96M +$5.59M +44,362 New
ICAS
802
Investors Capital Advisory Services
Massachusetts
$5.95M +$179K +1,424 +3%
GIA
803
Guyasuta Investment Advisors
Pennsylvania
$5.94M -$1.88M -14,898 -25%
MA
804
Marshwinds Advisory
Georgia
$5.93M +$69.5K +552 +1%
MCM
805
Monarch Capital Management
Indiana
$5.93M -$264K -2,094 -5%
DPIM
806
Duff & Phelps Investment Management
Illinois
$5.91M -$3.18M -25,226 -36%
WRM
807
Westport Resources Management
Connecticut
$5.89M +$1.6M +12,723 +41%
GIM
808
Greystone Investment Management
Ohio
$5.89M +$5.52M +43,841 New
HDIM
809
Hanson & Doremus Investment Management
Vermont
$5.88M -$348K -2,762 -6%
CS
810
Central Securities
New York
$5.88M
AA
811
Apriem Advisors
California
$5.87M +$146K +1,161 +3%
DLCIG
812
D.L. Carlson Investment Group
New Hampshire
$5.87M +$4.26M +33,810 +343%
WSTAM
813
Wilbanks Smith & Thomas Asset Management
Virginia
$5.83M +$28.8K +229 +0.5%
RCYC
814
Richard C. Young & Co
Rhode Island
$5.78M +$105K +835 +2%
OMCS
815
Old Mutual Customised Solutions
South Africa
$5.77M +$7.81K +62 +0.1%
HIC
816
Hartline Investment Corp
Illinois
$5.77M +$208K +1,648 +4%
DSC
817
Duncker Streett & Co
Missouri
$5.75M +$86.9K +690 +2%
VC
818
Vestor Capital
Illinois
$5.74M +$197K +1,561 +4%
AWM
819
Altavista Wealth Management
North Carolina
$5.72M -$183K -1,451 -3%
HAM
820
Highstreet Asset Management
Ontario, Canada
$5.68M -$1.91M -15,149 -26%
FPCM
821
Financial Partners Capital Management
New York
$5.68M -$632K -5,019 -11%
IIC
822
Ironwood Investment Counsel
Arizona
$5.66M -$33.4K -265 -0.6%
DWA
823
Douglass Winthrop Advisors
New York
$5.65M +$254K +2,013 +5%
FMLI
824
Fukoku Mutual Life Insurance
Japan
$5.65M +$1.15M +9,139 +28%
VIA
825
Vantage Investment Advisors
Pennsylvania
$5.64M +$5.29M +41,997 New

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.