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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
TWA
1001
TCI Wealth Advisors
Arizona
$908K -$108K -1,463 -9%
GBBWRPM
1002
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$908K +$1.04M +14,051 New
JCM
1003
Jacobi Capital Management
Pennsylvania
$907K +$41.8K +564 +4%
HFM
1004
Hartford Financial Management
Connecticut
$906K -$2.15K -29 -0.2%
RCAG
1005
Rehmann Capital Advisory Group
Michigan
$904K +$170K +2,292 +20%
DCM
1006
Dupont Capital Management
Delaware
$902K +$1.03M +13,959 New
AFM
1007
Abbot Financial Management
Massachusetts
$898K +$13.9K +188 +1%
OKSA
1008
O'Keefe Stevens Advisory
New York
$897K -$13.8K -186 -1%
GC
1009
Gratus Capital
Georgia
$896K -$323K -4,360 -24%
LCM
1010
Lucas Capital Management
New Jersey
$895K -$643K -8,684 -37%
FFWA
1011
FRG Family Wealth Advisors
Washington
$883K -$397K -5,361 -28%
LC
1012
Lourd Capital
California
$881K -$79.9K -1,079 -7%
IIC
1013
Integrated Investment Consultants
Michigan
$880K +$1.01M +13,620 New
MTIM
1014
Marathon Trading Investment Management
Pennsylvania
$872K +$821K +11,085 +459%
THWM
1015
Taylor Hoffman Wealth Management
Virginia
$870K +$17K +229 +2%
BIAS
1016
Beacon Investment Advisory Services
New Jersey
$867K -$486K -6,557 -33%
RI
1017
Ridgewood Investments
New Jersey
$866K +$303K +4,084 +44%
MWM
1018
Merriman Wealth Management
Washington
$864K -$451K -6,091 -31%
BWAM
1019
Boyd Watterson Asset Management
Ohio
$863K +$63.9K +863 +7%
GLA
1020
Good Life Advisors
Pennsylvania
$860K -$14.9K -201 -1%
WCM
1021
Washington Capital Management
Washington
$858K -$257K -3,470 -21%
FSA
1022
Franklin Street Advisors
North Carolina
$857K -$123K -1,663 -11%
CCMG
1023
Clark Capital Management Group
Pennsylvania
$857K +$8.82K +119 +0.9%
OMC
1024
Overbrook Management Corp
New York
$856K -$137K -1,851 -12%
GIP
1025
Granite Investment Partners
California
$854K -$85K -1,147 -8%

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.