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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
MBT
1426
Montecito Bank & Trust
California
$351K -$72.8K -983 -15%
DA
1427
Doliver Advisors
Texas
$351K +$7.04K +95 +2%
SSWM
1428
Smith Salley Wealth Management
North Carolina
$350K -$153K -2,067 -28%
MJRIC
1429
Mogy Joel R Investment Counsel
California
$347K -$214K -2,893 -35%
PPCM
1430
Pillar Pacific Capital Management
California
$346K -$9.11K -123 -2%
HCM
1431
Hutchinson Capital Management
California
$345K
ATFA
1432
All Terrain Financial Advisors
Minnesota
$345K +$41.8K +564 +12%
PMFA
1433
Plante Moran Financial Advisors
Michigan
$344K -$395K -5,336 -50%
SIG
1434
Sky Investment Group
Connecticut
$343K -$1.63M -22,062 -81%
IFAM
1435
Institutional & Family Asset Management
Colorado
$343K +$13.6K +183 +4%
MFW
1436
Mosaic Family Wealth
Missouri
$342K -$27K -365 -6%
FGC
1437
Financial Gravity Companies
Texas
$342K +$8.45K +114 +2%
CA
1438
Continuum Advisory
Idaho
$342K +$40.9K +552 +12%
FGAM
1439
Financial Gravity Asset Management
Texas
$342K +$373K +5,040 New
MPM
1440
Meritage Portfolio Management
Kansas
$337K
JCP
1441
Jabre Capital Partners
Switzerland
$337K +$387K +5,217 New
SC
1442
Skylands Capital
Wisconsin
$337K +$387K +5,217 New
FC
1443
Financial Consulate
Maryland
$336K -$2.06M -27,866 -84%
RA
1444
RFG Advisory
Alabama
$335K +$89.6K +1,209 +30%
AAM
1445
Aureus Asset Management
Massachusetts
$333K -$143K -1,926 -27%
BW
1446
Bison Wealth
Georgia
$331K -$121K -1,627 -24%
NIA
1447
Northstar Investment Advisors
Colorado
$331K
TCM
1448
Tradewinds Capital Management
Washington
$330K +$99.2K +1,339 +35%
CL
1449
CPWM LLC
Washington
$326K +$44.9K +606 +14%
JDR
1450
Jay D. Rosenbaum
$325K

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.