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GE Aerospace

1,986 hedge funds and large institutions have $64.6B invested in GE Aerospace in 2018 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 610 increasing their positions, 1,122 reducing their positions, and 214 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% less ownership

Funds ownership: 11.83%11.53% (-0.31%)

6% less funds holding

Funds holding: 2,1061,986 (-120)

25% less capital invested

Capital invested by funds: $85.7B → $64.6B (-$21.1B)

34% less funds holding in top 10

Funds holding in top 10: 5033 (-17)

44% less first-time investments, than exits

New positions opened: 119 | Existing positions closed: 214

46% less repeat investments, than reductions

Existing positions increased: 610 | Existing positions reduced: 1,122

46% less call options, than puts

Call options by funds: $1.41B | Put options by funds: $2.63B

Holders
1,986
Holders Change
-120
Holders Change %
-5.7%
% of All Funds
45.51%
Holding in Top 10
33
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-34%
% of All Funds
0.76%
New
119
Increased
610
Reduced
1,122
Closed
214
Calls
$1.41B
Puts
$2.63B
Net Calls
-$1.22B
Net Calls Change
-$96.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
801
First Horizon Advisors
Tennessee
$1.52M -$126K -1,704 -7%
SC
802
Schulhoff & Co
Ohio
$1.52M -$47.5K -641 -3%
KFC
803
Klingenstein Fields & Co
New York
$1.52M -$9.38M -126,596 -84%
SBSB
804
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.52M +$172K +2,328 +11%
MIC
805
Meridian Investment Counsel
California
$1.51M -$44.8K -604 -3%
MGIA
806
Matthew Goff Investment Advisor
Texas
$1.5M +$322K +4,349 +23%
MYLI
807
Meiji Yasuda Life Insurance
Japan
$1.49M -$1.5M -20,192 -47%
IFWM
808
Institute for Wealth Management
Colorado
$1.49M +$31.6K +427 +2%
SS
809
Simplicity Solutions
Minnesota
$1.49M +$264K +3,567 +18%
AWM
810
Altavista Wealth Management
North Carolina
$1.49M -$107K -1,440 -6%
CT
811
Cambridge Trust
Massachusetts
$1.48M -$1.75M -23,605 -51%
NFG
812
Next Financial Group
Texas
$1.48M +$668K +9,012 +65%
SCM
813
Stellar Capital Management
Arizona
$1.46M +$15.5K +209 +0.9%
LMIM
814
Lockheed Martin Investment Management
Maryland
$1.46M +$46.4K +626 +3%
AMIM
815
Aull & Monroe Investment Management
Alabama
$1.45M -$25.9K -349 -2%
WAM
816
Wealthspire Advisors (Maryland)
Maryland
$1.45M -$351K -4,733 -17%
FG
817
Fiduciary Group
Georgia
$1.45M -$163K -2,201 -9%
BHBT
818
Burke & Herbert Bank & Trust
Virginia
$1.45M -$67.2K -907 -4%
IAA
819
Independent Advisor Alliance
North Carolina
$1.45M -$28.6K -386 -2%
HAIM
820
Hunter Associates Investment Management
Pennsylvania
$1.45M -$37.6K -507 -2%
KA
821
Kovack Advisors
Florida
$1.44M +$96.2K +1,299 +6%
HTI
822
Hikari Tsushin Inc
Japan
$1.44M +$1.65M +22,285 New
NIMC
823
NWQ Investment Management Company
California
$1.44M -$23M -310,260 -93%
JCM
824
Janney Capital Management
Pennsylvania
$1.44M -$168K -2,268 -9%
DIS
825
Diversified Investment Strategies
Louisiana
$1.43M +$254K +3,428 +18%

GE Hedge Fund Activity: Q1 2018 in Review

1,986 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q1 2018, worth a combined $64.6B — down 25% from $85.7B a quarter earlier.

Sellers outnumbered buyers: 214 funds closed out of GE and 119 opened new positions — a net loss of 95 holders — while 1,122 trimmed existing stakes and 610 added.

The largest buyer was Capital Research Global Investors, adding an estimated $448M. The largest seller was Capital World Investors, cutting an estimated $757M.

  • 1,986 institutional investors held GE Aerospace (GE) as of Q1 2018, down from 2,106 in Q4 2017.
  • Funds reported $64.6B of GE Aerospace stock for Q1 2018, down 25% quarter-over-quarter.
  • 119 funds opened new GE Aerospace positions in Q1 2018 and 214 closed out, a net change of -95 holders.
  • The largest GE Aerospace buyer in Q1 2018 was Capital Research Global Investors, an estimated $448M added.
  • The largest GE Aerospace seller in Q1 2018 was Capital World Investors, an estimated $757M sold.

Based on aggregated 13F filings for Q1 2018.