We are live on ! Find out more
GE icon

GE Aerospace

1,685 hedge funds and large institutions have $139B invested in GE Aerospace in 2013 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 737 increasing their positions, 693 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

312.95% more ownership

Funds ownership: 317.1%630.05% (+313%)

50% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 54

7% more capital invested

Capital invested by funds: $131B → $139B (+$8.77B)

1% more funds holding in top 10

Funds holding in top 10: 449455 (+6)

6% more repeat investments, than reductions

Existing positions increased: 737 | Existing positions reduced: 693

1% more funds holding

Funds holding: 1,6741,685 (+11)

14% less call options, than puts

Call options by funds: $1B | Put options by funds: $1.17B

Holders
1,685
Holders Change
+11
Holders Change %
+0.66%
% of All Funds
54.62%
Holding in Top 10
455
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.34%
% of All Funds
14.75%
New
81
Increased
737
Reduced
693
Closed
54
Calls
$1B
Puts
$1.17B
Net Calls
-$166M
Net Calls Change
-$3.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1326
Carson Wealth (CWM LLC)
Nebraska
$968K +$969K +8,451 New
TFF
1327
Timothy F. Fidgeon
$964K
EA
1328
Emerald Advisers
Pennsylvania
$960K -$38.3K -334 -4%
MBT
1329
Montecito Bank & Trust
California
$960K -$31.2K -272 -3%
ROTUOC
1330
Regents of the University of California
California
$957K
GCM
1331
Grisanti Capital Management
New York
$957K +$958K +8,355 New
HPBT
1332
High Point Bank & Trust
North Carolina
$946K
FNBOMD
1333
First National Bank of Mount Dora
Florida
$945K -$53.2K -464 -5%
MVA
1334
Mount Vernon Associates
Maryland
$940K -$1.78M -15,483 -65%
HW
1335
Hancock Whitney
Mississippi
$937K -$13.1K -114 -1%
FFA
1336
First Foundation Advisors
California
$937K +$386K +3,363 +70%
BWP
1337
BSW Wealth Partners
Colorado
$936K +$115 +1 +0%
CAL
1338
Capital Analysts LLC
Pennsylvania
$935K +$78.1K +681 +9%
DSAM
1339
Dock Street Asset Management
Florida
$932K
S
1340
SignatureFD
Georgia
$931K -$39.1K -341 -4%
UF
1341
Univest Financial
Pennsylvania
$931K +$93.6K +816 +11%
SI
1342
Scharf Investments
California
$929K
EP
1343
Elkhorn Partners
Nebraska
$922K
MM
1344
Meridian Management
Arkansas
$917K
AIM
1345
Acropolis Investment Management
Missouri
$911K +$688 +6 +0.1%
PFS
1346
Prospera Financial Services
Texas
$911K +$24.9K +217 +3%
JWA
1347
JFS Wealth Advisors
Pennsylvania
$908K +$63.3K +552 +7%
SFS
1348
Strategic Financial Services
New York
$904K +$180K +1,569 +25%
RAM
1349
Ramsey Asset Management
Virginia
$892K
Kayne Anderson Rudnick Investment Management
1350
Kayne Anderson Rudnick Investment Management
California
$891K

GE Hedge Fund Activity: Q3 2013 in Review

1,685 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q3 2013, worth a combined $139B — up 6.7% from $131B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new GE positions and 54 closed out — a net gain of 27 holders — while 737 added to existing stakes and 693 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $201M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $634M.

  • 1,685 institutional investors held GE Aerospace (GE) as of Q3 2013, up from 1,674 in Q2 2013.
  • Funds reported $139B of GE Aerospace stock for Q3 2013, up 6.7% quarter-over-quarter.
  • 81 funds opened new GE Aerospace positions in Q3 2013 and 54 closed out, a net change of +27 holders.
  • The largest GE Aerospace buyer in Q3 2013 was Capital Research Global Investors, an estimated $201M added.
  • The largest GE Aerospace seller in Q3 2013 was Barrow, Hanley, Mewhinney & Strauss, an estimated $634M sold.

Based on aggregated 13F filings for Q3 2013.