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GE Aerospace

1,900 hedge funds and large institutions have $73.9B invested in GE Aerospace in 2021 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 687 increasing their positions, 766 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $59.4B → $73.9B (+$14.5B)

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

19% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 130

0% more funds holding

Funds holding: 1,8941,900 (+6)

0.27% more ownership

Funds ownership: 12.59%12.87% (+0.27%)

9% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.38B

10% less repeat investments, than reductions

Existing positions increased: 687 | Existing positions reduced: 766

Holders
1,900
Holders Change
+6
Holders Change %
+0.32%
% of All Funds
33.36%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.47%
New
155
Increased
687
Reduced
766
Closed
130
Calls
$1.25B
Puts
$1.38B
Net Calls
-$128M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1401
Trek Financial
Arizona
$218K +$5.63K +93 +3%
SICM
1402
Sustainable Insight Capital Management
New York
$217K -$43.7K -722 -18%
OWA
1403
Octavia Wealth Advisors
Ohio
$217K +$26.8K +443 +15%
NFP
1404
Novak Financial Planning
Maryland
$216K -$10.1K -167 -5%
SVCP
1405
Silicon Valley Capital Partners
California
$216K +$182 +3 +0.1%
AC
1406
Alexandria Capital
Virginia
$216K +$9.69K +160 +5%
HFM
1407
Hartford Financial Management
Connecticut
$215K -$9.63K -159 -5%
TCM
1408
Tradewinds Capital Management
Washington
$215K -$3.63K -60 -2%
PWM
1409
Prentice Wealth Management
New York
$215K +$199K +3,280 New
MSAM
1410
Moloney Securities Asset Management
Missouri
$213K +$55.3K +913 +39%
GCC
1411
Game Creek Capital
Massachusetts
$213K +$197K +3,260 New
BWM
1412
BerganKDV Wealth Management
Minnesota
$212K -$18.5K -305 -9%
RCS
1413
Retirement Capital Strategies
California
$211K -$13.1K -217 -6%
VFP
1414
Verus Financial Partners
Virginia
$211K +$61 +1 +0%
CL
1415
COWA LLC
Oklahoma
$211K +$16.6K +274 +10%
EPWM
1416
Essex Private Wealth Management
Massachusetts
$210K -$23.2K -383 -11%
Cohen & Steers
1417
Cohen & Steers
New York
$210K -$9.69K -160 -5%
FDCC
1418
Foster Dykema Cabot & Co
Massachusetts
$210K -$7.93K -131 -4%
SDAM
1419
Shulman DeMeo Asset Management
New York
$210K -$3.88K -64 -2%
TCPWM
1420
Traverso Chambers Private Wealth Management
California
$210K
SCM
1421
Shapiro Capital Management
Georgia
$210K +$194K +3,204 New
CCC
1422
Crescent Capital Consulting
Louisiana
$209K +$40.6K +671 +27%
DA
1423
DCM Advisors
New York
$209K +$193K +3,190 New
WP
1424
WealthShield Partners
North Carolina
$208K -$34.4K -568 -15%
LOPW
1425
Live Oak Private Wealth
North Carolina
$208K -$21.9K -362 -10%

GE Hedge Fund Activity: Q1 2021 in Review

1,900 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q1 2021, worth a combined $73.9B — up 24% from $59.4B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new GE positions and 130 closed out — a net gain of 25 holders — while 687 added to existing stakes and 766 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $955M. The largest seller was Vulcan Value Partners, cutting an estimated $284M.

  • 1,900 institutional investors held GE Aerospace (GE) as of Q1 2021, up from 1,894 in Q4 2020.
  • Funds reported $73.9B of GE Aerospace stock for Q1 2021, up 24% quarter-over-quarter.
  • 155 funds opened new GE Aerospace positions in Q1 2021 and 130 closed out, a net change of +25 holders.
  • The largest GE Aerospace buyer in Q1 2021 was T. Rowe Price Associates, an estimated $955M added.
  • The largest GE Aerospace seller in Q1 2021 was Vulcan Value Partners, an estimated $284M sold.

Based on aggregated 13F filings for Q1 2021.