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GE Aerospace

1,940 hedge funds and large institutions have $65B invested in GE Aerospace in 2018 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 633 increasing their positions, 1,021 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 3338 (+5)

1% more capital invested

Capital invested by funds: $64.6B → $65B (+$365M)

0.06% less ownership

Funds ownership: 11.53%11.46% (-0.06%)

2% less funds holding

Funds holding: 1,9861,940 (-46)

19% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 135

38% less repeat investments, than reductions

Existing positions increased: 633 | Existing positions reduced: 1,021

51% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $2.55B

Holders
1,940
Holders Change
-46
Holders Change %
-2.32%
% of All Funds
44.4%
Holding in Top 10
38
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.15%
% of All Funds
0.87%
New
110
Increased
633
Reduced
1,021
Closed
135
Calls
$1.26B
Puts
$2.55B
Net Calls
-$1.29B
Net Calls Change
-$70.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1126
Poehling Capital Management
Wisconsin
$651K -$68.8K -1,032 -9%
GIA
1127
GHP Investment Advisors
Colorado
$649K +$7.07K +106 +1%
Fayez Sarofim & Co
1128
Fayez Sarofim & Co
Texas
$648K -$276K -4,142 -29%
ATC
1129
Adirondack Trust Company
New York
$646K -$17.3K -259 -3%
QIM
1130
Quest Investment Management
Oregon
$645K
MRCM
1131
M&R Capital Management
New Jersey
$644K -$172K -2,580 -21%
CHA
1132
Carmichael Hill & Associates
Maryland
$644K -$12.2K -183 -2%
SCA
1133
STALEY CAPITAL ADVISERS
Pennsylvania
$642K -$120K -1,797 -15%
PSC
1134
Prentiss Smith & Co
Vermont
$641K -$50.3K -754 -7%
FMT
1135
First Mercantile Trust
Tennessee
$641K
CC
1136
Claybrook Capital
Massachusetts
$639K
OC
1137
Oakworth Capital
Alabama
$639K +$118K +1,770 +22%
MIM
1138
Montgomery Investment Management
Maryland
$637K -$9.74K -146 -1%
FFWA
1139
FRG Family Wealth Advisors
Washington
$636K -$262K -3,930 -29%
AIM
1140
Alambic Investment Management
California
$636K +$650K +9,745 New
LSV Asset Management
1141
LSV Asset Management
Illinois
$632K -$1.23M -18,487 -66%
DBT
1142
Dubuque Bank & Trust
Iowa
$632K -$22.6K -339 -3%
PI
1143
Parkside Investments
Illinois
$632K +$238K +3,571 +55%
TYCC
1144
Texas Yale Capital Corp
Florida
$629K -$5.94K -89 -0.9%
WDA
1145
Wendell David Associates
New Hampshire
$627K -$224K -3,363 -26%
Jones Financial Companies
1146
Jones Financial Companies
Missouri
$627K -$149K -2,236 -19%
SCM
1147
Snow Capital Management
Pennsylvania
$627K -$37.6K -563 -6%
WIS
1148
Wright Investors Service
Connecticut
$625K -$1.87K -28 -0.3%
CBTWT
1149
Community Bank & Trust (Waco, Texas)
Texas
$624K -$7.4K -111 -1%
VNA
1150
Valley National Advisers
Pennsylvania
$622K -$1.13M -17,000 -64%

GE Hedge Fund Activity: Q2 2018 in Review

1,940 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q2 2018, worth a combined $65B — up 0.56% from $64.6B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of GE and 110 opened new positions — a net loss of 25 holders — while 1,021 trimmed existing stakes and 633 added.

The largest buyer was Fidelity Investments, adding an estimated $1.76B. The largest seller was Capital Research Global Investors, cutting an estimated $972M.

  • 1,940 institutional investors held GE Aerospace (GE) as of Q2 2018, down from 1,986 in Q1 2018.
  • Funds reported $65B of GE Aerospace stock for Q2 2018, up 0.56% quarter-over-quarter.
  • 110 funds opened new GE Aerospace positions in Q2 2018 and 135 closed out, a net change of -25 holders.
  • The largest GE Aerospace buyer in Q2 2018 was Fidelity Investments, an estimated $1.76B added.
  • The largest GE Aerospace seller in Q2 2018 was Capital Research Global Investors, an estimated $972M sold.

Based on aggregated 13F filings for Q2 2018.