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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
RMDI
926
R.M. Davis Inc
Maine
$4.25M -$108K -722 -2%
SWM
927
Stockman Wealth Management
Montana
$4.25M +$193K +1,293 +5%
BFA
928
Bragg Financial Advisors
North Carolina
$4.23M +$85K +570 +2%
HIC
929
Hartline Investment Corp
Illinois
$4.22M -$40.9K -274 -0.9%
NCM
930
Novare Capital Management
North Carolina
$4.22M +$229K +1,538 +5%
PJSIMP
931
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.21M +$146K +976 +3%
JIC
932
Joel Isaacson & Co
New York
$4.21M +$7.16K +48 +0.2%
SBWIC
933
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.18M +$27.8K +186 +0.6%
VST
934
Van Strum & Towne
California
$4.16M -$7.76K -52 -0.2%
WSC
935
Wellington Shields & Co
New York
$4.16M +$276K +1,852 +7%
LS
936
Livforsakringsbolaget Skandia
Sweden
$4.16M -$28.6M -191,717 -91%
PIM
937
Penobscot Investment Management
Massachusetts
$4.15M -$71K -476 -2%
BHBT
938
Burke & Herbert Bank & Trust
Virginia
$4.15M -$55.1K -369 -1%
AMG
939
Advisors Management Group
Wisconsin
$4.15M -$36.4K -244 -0.8%
AUB
940
Atlantic Union Bankshares
Virginia
$4.14M -$7.76K -52 -0.2%
NDSI
941
Newman Dignan & Sheerar Inc
Rhode Island
$4.13M -$53.4K -358 -1%
FA
942
Fagan Associates
New York
$4.12M -$108K -727 -2%
Lazard Asset Management
943
Lazard Asset Management
New York
$4.12M -$712K -4,771 -14%
CRIG
944
Charter Research & Investment Group
Connecticut
$4.1M -$5.07K -34 -0.1%
CCM
945
Crossvault Capital Management
Texas
$4.09M -$31.2K -209 -0.7%
IC
946
Intersect Capital
California
$4.09M -$841K -5,639 -16%
IAA
947
Ironsides Asset Advisors
North Carolina
$4.07M +$210K +1,409 +5%
PWM
948
Perigon Wealth Management
California
$4.03M +$141K +945 +3%
NCM
949
Neumann Capital Management
California
$4.03M -$37.7K -253 -0.9%
SWK
950
Stephen W. Kidder
$4.01M -$148K -992 -3%

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.