We are live on ! Find out more
GE icon

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
BRWA
1001
B. Riley Wealth Advisors
Florida
$3.66M +$112K +892 +3%
RB
1002
Rodgers Brothers
Pennsylvania
$3.65M -$52.4K -416 -2%
CICI
1003
Capital Investment Counsel Inc
North Carolina
$3.63M -$96.6K -767 -3%
OMC
1004
Overbrook Management Corp
New York
$3.62M -$395K -3,140 -10%
HSA
1005
HBK Sorce Advisory
Pennsylvania
$3.61M -$49.7K -395 -1%
MHIM
1006
MacNealy Hoover Investment Management
Ohio
$3.6M +$3.38M +26,801 New
NL
1007
NWAM LLC
Washington
$3.59M -$591K -4,692 -15%
SCA
1008
Stonebridge Capital Advisors
Minnesota
$3.59M +$3.37M +26,745 New
TCM
1009
Telos Capital Management
California
$3.59M -$1.01K -8 -0%
PFPT
1010
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.59M -$158K -1,258 -4%
NJBEST
1011
New Jersey Better Educational Savings Trust
New Jersey
$3.59M
RIG
1012
Renaissance Investment Group
Massachusetts
$3.58M -$571K -4,531 -15%
CP
1013
Cinque Partners
California
$3.58M +$553K +4,390 +20%
CCM
1014
Coldstream Capital Management
Washington
$3.58M +$67K +532 +2%
ANRIA
1015
American National Registered Investment Advisor
Texas
$3.58M -$13.1K -104 -0.4%
WIC
1016
Woodmont Investment Counsel
Tennessee
$3.58M -$8.56K -68 -0.3%
BO
1017
Bank OZK
Arkansas
$3.58M -$31.2K -248 -0.9%
SHA
1018
Smith Hayes Advisers
Nebraska
$3.56M +$26.8K +213 +0.8%
SCM
1019
Schnieders Capital Management
California
$3.56M +$3.33M +26,470 New
LI
1020
Longer Investments
Arkansas
$3.55M -$1.03M -8,165 -24%
ID
1021
Integral Derivatives
New York
$3.54M +$3.32M +26,383 New
PWW
1022
Pettyjohn Wood & White
Virginia
$3.54M -$103K -814 -3%
DDC
1023
DF Dent & Co
Maryland
$3.52M -$26.3K -209 -0.8%
RMSCM
1024
R.M. Sincerbeaux Capital Management
New York
$3.52M +$3.3M +26,198 New
BCMO
1025
Buckingham Capital Management (Ohio)
Ohio
$3.47M +$107K +847 +3%

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.