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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
IHL
1051
Investment House LLC
California
$3.2M +$175K +1,388 +6%
IT
1052
Independence Trust
Tennessee
$3.18M +$59.2K +470 +2%
TT
1053
Tower Trust
Indiana
$3.18M +$11K +87 +0.4%
HH
1054
HWG Holdings
Texas
$3.18M +$2.98M +23,691 New
PAI
1055
Pittenger & Anderson Inc
Nebraska
$3.18M +$147K +1,164 +5%
WDA
1056
Wendell David Associates
New Hampshire
$3.18M -$42.1K -334 -1%
FWSM
1057
First Wilshire Securities Management
California
$3.17M -$314K -2,496 -10%
QI
1058
Quotient Investors
New York
$3.16M -$63.1K -501 -2%
SC
1059
Schulhoff & Co
Ohio
$3.16M -$8.31K -66 -0.3%
AC
1060
Addenda Capital
Quebec, Canada
$3.14M -$156K -1,239 -5%
RC
1061
RBO & Co
California
$3.13M +$29K +230 +1%
BSWMG
1062
Barrington Strategic Wealth Management Group
Illinois
$3.13M +$127K +1,010 +5%
Jones Financial Companies
1063
Jones Financial Companies
Missouri
$3.12M -$2.9K -23 -0.1%
LFR
1064
Lehman Financial Resources
Pennsylvania
$3.12M +$36.9K +293 +1%
BAM
1065
Brave Asset Management
New Jersey
$3.11M +$2.92M +23,185 New
BCB
1066
Brian C. Broderick
$3.11M -$31.5K -250 -1%
RC
1067
Riversville Capital
Connecticut
$3.11M +$468K +3,712 +19%
VNB
1068
Valley National Bancorp
New York
$3.09M +$2.9M +23,001 New
LOAME
1069
Lombard Odier Asset Management (Europe)
United Kingdom
$3.08M +$2.89M +22,953 New
BRM
1070
Boston Research & Management
Massachusetts
$3.07M -$156K -1,239 -5%
SIA
1071
Sit Investment Associates
Minnesota
$3.07M -$35.6M -282,414 -93%
WCM
1072
Weston Capital Management
California
$3.06M -$21.9K -174 -0.8%
BFG
1073
Beacon Financial Group
Texas
$3.05M +$123K +974 +4%
VV
1074
Verity & Verity
South Carolina
$3.04M +$2.85M +22,619 New
SIC
1075
Sigma Investment Counselors
Michigan
$3.04M -$96.5K -766 -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.