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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
FIM
1401
Frontier Investment Management
Texas
$339K -$416K -6,244 -55%
HCM
1402
Hutchinson Capital Management
California
$339K -$9.87K -148 -3%
TCM
1403
Traynor Capital Management
Pennsylvania
$339K +$72.8K +1,092 +26%
UC
1404
Unio Capital
New Jersey
$338K -$32.1K -482 -9%
BWM
1405
BerganKDV Wealth Management
Minnesota
$338K +$134K +2,003 +63%
ATFA
1406
All Terrain Financial Advisors
Minnesota
$337K -$12.4K -186 -3%
TAM
1407
Trillium Asset Management
Massachusetts
$337K +$180K +2,698 +109%
BFC
1408
Bedel Financial Consulting
Indiana
$334K -$90K -1,350 -21%
BFG
1409
Bouchey Financial Group
New York
$334K +$129K +1,932 +61%
PCMC
1410
Paragon Capital Management (Colorado)
Colorado
$332K -$58.3K -874 -15%
AC
1411
Alexandria Capital
Virginia
$332K -$46.8K -701 -12%
CT
1412
Clearstead Trust
Maine
$331K +$62.7K +940 +23%
DSN
1413
D. Scott Neal
Kentucky
$330K +$136K +2,044 +68%
CAG
1414
Csenge Advisory Group
Florida
$329K -$54.2K -812 -14%
JDR
1415
Jay D. Rosenbaum
$328K
IC
1416
Inverness Counsel
New York
$327K -$54.8K -821 -14%
GLI
1417
Guardian Life Insurance
New York
$326K +$55.6K +834 +20%
AF
1418
Alerus Financial
North Dakota
$325K -$81.1K -1,216 -20%
SFC
1419
SYM Financial Corp
Indiana
$324K -$74.6K -1,118 -18%
SLG
1420
Stanley-Laman Group
Pennsylvania
$324K -$36.7K -550 -10%
PMFA
1421
Plante Moran Financial Advisors
Michigan
$324K -$23.7K -356 -7%
PTB
1422
Pioneer Trust Bank
Oregon
$321K -$214K -3,201 -39%
GWI
1423
Grace & White Inc
New York
$321K
NFGCM
1424
Norman Fields Gottscho Capital Management
New York
$321K
VAS
1425
Valicenti Advisory Services
New York
$321K +$334 +5 +0.1%

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.