We are live on ! Find out more
GE icon

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
SFS
801
Strategic Financial Services
New York
$5.67M -$2.54K -17 -0%
ST
802
Spinnaker Trust
Maine
$5.67M +$47.9K +321 +0.8%
OC
803
Oarsman Capital
Wisconsin
$5.61M +$41.6K +279 +0.7%
EFIC
804
Eliot Finkel Investment Counsel
California
$5.6M -$68.5K -459 -1%
HHAA
805
Henry H. Armstrong Associates
Pennsylvania
$5.59M +$51.3K +344 +0.9%
GG
806
Greenwood Gearhart
Arkansas
$5.59M -$317K -2,123 -5%
CL
807
Croft-Leominster
Maryland
$5.59M -$222K -1,490 -4%
CW
808
Cobiz Wealth
Colorado
$5.58M -$41K -275 -0.7%
DWM
809
Dorchester Wealth Management
Quebec, Canada
$5.58M +$99.4K +666 +2%
HCM
810
Hodges Capital Management
Texas
$5.58M -$301K -2,015 -5%
GCA
811
Greenwood Capital Associates
South Carolina
$5.57M +$38.8K +260 +0.7%
EM
812
Excalibur Management
Massachusetts
$5.55M -$12.4K -83 -0.2%
PLFAM
813
Pineno Levin & Ford Asset Management
Virginia
$5.53M -$36.6K -245 -0.6%
WAM
814
Weatherly Asset Management
California
$5.52M -$344K -2,306 -6%
IMOV
815
Investment Management of Virginia
Virginia
$5.52M +$14.9K +100 +0.3%
AWM
816
Altavista Wealth Management
North Carolina
$5.51M -$72.5K -486 -1%
NPC
817
National Planning Corporation
California
$5.51M -$99.8K -669 -2%
BONST
818
Bank of Nova Scotia Trust
Ontario, Canada
$5.49M -$1.66M -11,143 -22%
BPM
819
Bowling Portfolio Management
Ohio
$5.49M -$342K -2,293 -6%
TCM
820
Telos Capital Management
California
$5.46M -$49.5K -332 -0.9%
PAI
821
Pittenger & Anderson Inc
Nebraska
$5.45M +$8.8K +59 +0.2%
MC
822
Mathes Company
New York
$5.45M +$459K +3,078 +9%
GD
823
Grandfield & Dodd
New York
$5.43M +$51.9K +348 +0.9%
BFIM
824
Beese Fulmer Investment Management
Ohio
$5.43M +$194K +1,298 +4%
VNA
825
Valley National Advisers
Pennsylvania
$5.43M -$114K -765 -2%

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.