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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
SCM
926
SOL Capital Management
Maryland
$3.58M -$472K -4,119 -12%
TCOO
927
Trust Company of Oklahoma
Oklahoma
$3.58M +$117K +1,019 +3%
RIG
928
Renaissance Investment Group
Massachusetts
$3.57M +$10.1K +88 +0.3%
WRM
929
Westport Resources Management
Connecticut
$3.57M +$842K +7,340 +31%
HJA
930
Hugh Johnson Advisors
New York
$3.56M +$121K +1,051 +3%
HKIM
931
Hayek Kallen Investment Management
Alabama
$3.55M -$143K -1,246 -4%
LM
932
Luminus Management
Texas
$3.54M +$3.55M +30,965 New
NIMC
933
NWQ Investment Management Company
California
$3.54M +$23.1K +201 +0.7%
CA
934
Cetera Advisors
Colorado
$3.54M +$902K +7,862 +34%
BA
935
Birinyi Associates
Connecticut
$3.54M
MM
936
Midas Management
New York
$3.53M
UR
937
USCA RIA
Texas
$3.53M +$424K +3,700 +14%
AIM
938
Arcadia Investment Management
Michigan
$3.53M -$20.4K -178 -0.6%
ISB
939
Iowa State Bank
Iowa
$3.48M +$236K +2,060 +7%
MNBTD
940
Moody National Bank Trust Division
Texas
$3.47M +$196K +1,706 +6%
PWAP
941
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.47M +$5.28K +46 +0.2%
MPIA
942
Mountain Pacific Investment Advisers
Idaho
$3.44M -$36.2K -316 -1%
OMC
943
Overbrook Management Corp
New York
$3.44M +$64.6K +563 +2%
BWAM
944
Boyd Watterson Asset Management
Ohio
$3.43M -$193K -1,681 -5%
NIS
945
National Investment Services
Wisconsin
$3.42M
SAG
946
Sterne Agee Group
Alabama
$3.4M +$397K +3,465 +13%
BIM
947
Bridges Investment Management
Nebraska
$3.4M +$52.3K +456 +2%
WBG
948
Wharton Business Group
Pennsylvania
$3.39M +$734K +6,403 +28%
III
949
Independent Investors Inc
New York
$3.38M -$95.6K -834 -3%
CC
950
Cannell & Co
New York
$3.37M

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.