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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
CYG
1451
Clean Yield Group
Vermont
$303K +$18.3K +275 +6%
MBT
1452
Montecito Bank & Trust
California
$301K -$54.7K -820 -15%
NIA
1453
Northstar Investment Advisors
Colorado
$301K -$34.2K -513 -10%
AAM
1454
Auxier Asset Management
Oregon
$301K -$7.27K -109 -2%
BCM
1455
BTR Capital Management
California
$300K -$17.7K -265 -5%
MWPCG
1456
Measured Wealth Private Client Group
New Hampshire
$300K +$307K +4,609 New
SMH
1457
Sanders Morris Harris
Texas
$299K +$56K +839 +22%
BCA
1458
Berman Capital Advisors
Georgia
$299K +$64.6K +969 +27%
TL
1459
TrueWealth LLC
Georgia
$298K -$334 -5 -0.1%
BAM
1460
Boyar Asset Management
New York
$298K
TC
1461
Truvestments Capital
Florida
$298K +$305K +4,567 New
MCA
1462
Mercer Capital Advisers
New Jersey
$296K +$67 +1 +0%
NP
1463
NS Partners
United Kingdom
$295K
POIA
1464
Pin Oak Investment Advisors
Texas
$295K +$13.3K +199 +5%
PC
1465
Periscope Capital
Ontario, Canada
$295K +$302K +4,528 New
SIC
1466
Sigma Investment Counselors
Michigan
$294K +$44.8K +672 +18%
WC
1467
Weil Company
California
$293K +$67 +1 +0%
MJP
1468
Michael J. Puzo
$291K -$396K -5,934 -57%
KBFS
1469
Kohmann Bosshard Financial Services
Ohio
$291K -$32.9K -493 -10%
AIM
1470
Advantage Investment Management
Iowa
$290K -$1.73M -25,864 -85%
HCM
1471
HM Capital Management
Missouri
$289K
MAM
1472
Morse Asset Management
Connecticut
$289K
PFC
1473
Phocas Financial Corp
California
$288K -$8.34K -125 -3%
RA
1474
RFG Advisory
Alabama
$287K -$51.8K -776 -15%
LIA
1475
LBMC Investment Advisors
Tennessee
$286K +$41.6K +624 +17%

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.