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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
PAM
1351
Peak Asset Management
Colorado
$417K -$142K -1,918 -23%
LSAG
1352
Lake Street Advisors Group
New Hampshire
$417K -$48.3K -652 -9%
AssetMark Inc
1353
AssetMark Inc
California
$416K -$171K -2,309 -26%
SFG
1354
SNS Financial Group
Minnesota
$416K -$82.3K -1,111 -15%
OAM
1355
Oak Asset Management
California
$416K -$2.74K -37 -0.6%
BPCE
1356
Bank Pictet & Cie (Europe)
Germany
$412K -$578K -7,795 -55%
AWM
1357
Aries Wealth Management
Maine
$412K -$49.5K -668 -9%
SCM
1358
Schnieders Capital Management
California
$410K -$942K -12,718 -67%
FI
1359
FormulaFolio Investments
Michigan
$409K +$75.1K +1,014 +19%
AIM
1360
Avity Investment Management
Connecticut
$408K -$169K -2,281 -27%
MWP
1361
Moller Wealth Partners
$407K -$98.6K -1,331 -17%
Skandinaviska Enskilda Banken (SEB)
1362
Skandinaviska Enskilda Banken (SEB)
Sweden
$406K -$8.79M -118,700 -95%
FHB
1363
First Hawaiian Bank
Hawaii
$406K -$67.8K -915 -13%
BIA
1364
Bigelow Investment Advisors
Maine
$406K +$465K +6,281 New
HGWM
1365
Harvest Group Wealth Management
Massachusetts
$405K +$38.7K +522 +9%
WIC
1366
Woodmont Investment Counsel
Tennessee
$404K -$1.05M -14,178 -69%
SCA
1367
Sippican Capital Advisors
Massachusetts
$404K -$17K -230 -4%
MAA
1368
Matrix Asset Advisors
New York
$403K -$72.8K -982 -14%
BONST
1369
Bank of Nova Scotia Trust
Ontario, Canada
$401K -$1.05M -14,136 -69%
VA
1370
Valmark Advisers
Ohio
$401K -$175K -2,363 -28%
AF
1371
Alerus Financial
North Dakota
$401K -$3.56K -48 -0.8%
MMH
1372
Menora Mivtachim Holdings
Israel
$399K +$458K +6,180 New
SIC
1373
SFE Investment Counsel
California
$397K -$1.16M -15,723 -72%
CWM
1374
Capital Wealth Management
Rhode Island
$397K
NEPPG
1375
New England Professional Planning Group
Rhode Island
$395K +$24.2K +326 +6%

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.