We are live on ! Find out more
GE icon

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
LIM
1251
Leavell Investment Management
Alabama
$503K -$25.5K -382 -5%
VA
1252
Valmark Advisers
Ohio
$503K +$100K +1,501 +24%
MMPW
1253
Mitchell McLeod Pugh & Williams
Alabama
$502K -$43.1K -646 -8%
BCMO
1254
Buckingham Capital Management (Ohio)
Ohio
$501K -$1.27M -19,082 -71%
DAS
1255
Dynamic Advisor Solutions
Arizona
$499K -$103K -1,549 -17%
SWA
1256
SFMG Wealth Advisors
Texas
$499K +$89.3K +1,339 +18%
CCM
1257
Condor Capital Management
New Jersey
$498K -$7.87K -118 -2%
OFW
1258
Omnia Family Wealth
Florida
$496K +$2.47K +37 +0.5%
LRPA
1259
L. Roy Papp & Associates
Arizona
$495K -$15.3K -230 -3%
LJAC
1260
L.J. Altfest & Co
New York
$494K -$2.8K -42 -0.6%
CA
1261
Cornerstone Advisory
Maryland
$490K -$7.94K -119 -2%
SCM
1262
Stevens Capital Management
Pennsylvania
$488K +$499K +7,478 New
PTC
1263
Philadelphia Trust Company
Pennsylvania
$487K +$55.6K +834 +13%
Lido Advisors
1264
Lido Advisors
California
$487K +$165K +2,477 +50%
BFA
1265
Beaumont Financial Advisors
Massachusetts
$486K -$120K -1,797 -19%
AF
1266
Allworth Financial
California
$483K -$28.8K -432 -6%
BWAM
1267
Boyd Watterson Asset Management
Ohio
$482K -$398K -5,963 -45%
HCM
1268
Harvest Capital Management
New Hampshire
$481K +$53.8K +807 +12%
VCA
1269
Verdence Capital Advisors
Maryland
$480K -$97K -1,454 -16%
ACM
1270
Armbruster Capital Management
New York
$480K -$9.74K -146 -2%
DE
1271
Day & Ennis
Georgia
$476K +$15.3K +230 +3%
KF
1272
Krilogy Financial
Missouri
$466K -$86.1K -1,291 -15%
SGAM
1273
Steinberg Global Asset Management
Florida
$465K -$56.4K -846 -11%
ADL
1274
Asset Dedication LLC
California
$464K +$87.2K +1,308 +23%
FMLI
1275
Fukoku Mutual Life Insurance
Japan
$463K

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.