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
OIA
1351
Optimum Investment Advisors
Illinois
$383K -$51K -764 -12%
GAG
1352
GM Advisory Group
New York
$383K +$125K +1,867 +47%
WWM
1353
Windsor Wealth Management
Indiana
$381K -$57.6K -863 -13%
BCM
1354
Bienville Capital Management
New York
$380K +$13.9K +209 +4%
NCM
1355
Novare Capital Management
North Carolina
$380K +$178K +2,671 +85%
IRC
1356
Investors Research Corp
Georgia
$379K -$11.3K -169 -3%
NFG
1357
Nations Financial Group
Iowa
$379K +$4.8K +72 +1%
CGL
1358
Clarius Group LLC
Washington
$379K +$53.8K +806 +16%
SP
1359
Successful Portfolios
Florida
$377K -$9.61K -144 -2%
WF
1360
WealthTrust Fairport
Ohio
$377K +$62.3K +934 +19%
AIM
1361
Avity Investment Management
Connecticut
$376K -$36.8K -551 -9%
IWA
1362
Inspirion Wealth Advisors
Illinois
$376K -$13.9K -208 -3%
HW
1363
Hancock Whitney
Mississippi
$376K
TMAM
1364
Tokio Marine Asset Management
Japan
$372K -$162K -2,428 -30%
SAM
1365
SignalPoint Asset Management
Missouri
$372K -$8.94K -134 -2%
BWP
1366
BSW Wealth Partners
Colorado
$370K -$62K -929 -14%
SCM
1367
Schnieders Capital Management
California
$370K -$44.6K -668 -11%
CCM
1368
Chilton Capital Management
Texas
$369K -$223K -3,345 -37%
BIA
1369
Bigelow Investment Advisors
Maine
$369K -$41.9K -628 -10%
FMW
1370
Farr Miller & Washington
District of Columbia
$369K -$13.9K -209 -4%
RWM
1371
Ritholtz Wealth Management
New York
$368K +$6.87K +103 +2%
DW
1372
Domani Wealth
Pennsylvania
$368K +$66.8K +1,002 +22%
LWM
1373
Lyell Wealth Management
California
$367K -$65.4K -980 -15%
ARM
1374
Adirondack Research & Management
New York
$366K -$3.13K -47 -0.8%
AAM
1375
Aureus Asset Management
Massachusetts
$363K +$27.1K +407 +8%

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.