We are live on ! Find out more
GE icon

GE Aerospace

1,873 hedge funds and large institutions have $143B invested in GE Aerospace in 2014 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 826 increasing their positions, 787 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 47

5% more repeat investments, than reductions

Existing positions increased: 826 | Existing positions reduced: 787

3% more capital invested

Capital invested by funds: $140B → $143B (+$3.68B)

1% more funds holding

Funds holding: 1,8601,873 (+13)

6% less funds holding in top 10

Funds holding in top 10: 489461 (-28)

40% less call options, than puts

Call options by funds: $723M | Put options by funds: $1.2B

414.28% less ownership

Funds ownership: 4,507.22%4,092.95% (-414%)

Holders
1,873
Holders Change
+13
Holders Change %
+0.7%
% of All Funds
53.81%
Holding in Top 10
461
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-5.73%
% of All Funds
13.24%
New
69
Increased
826
Reduced
787
Closed
47
Calls
$723M
Puts
$1.2B
Net Calls
-$482M
Net Calls Change
-$5.29M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
1526
Ironwood Investment Management
Massachusetts
$835K +$3.69K +29 +0.4%
CYG
1527
Clean Yield Group
Vermont
$830K +$133K +1,043 +19%
BWP
1528
BSW Wealth Partners
Colorado
$827K +$24.8K +195 +3%
IAM
1529
Impax Asset Management
New Hampshire
$826K +$834K +6,561 New
EA
1530
Emerald Advisers
Pennsylvania
$818K -$76.2K -599 -8%
RAM
1531
RWC Asset Management
United Kingdom
$812K +$42.7K +336 +5%
KFA
1532
Kays Financial Advisory
Georgia
$809K +$22.4K +176 +3%
IAS
1533
IMA Advisory Services
Colorado
$807K +$37.4K +294 +5%
GAG
1534
GM Advisory Group
New York
$805K -$63.5K -499 -7%
EIM
1535
Essex Investment Management
Massachusetts
$804K -$235K -1,844 -22%
AMG
1536
Asset Management Group
Connecticut
$798K +$70.2K +552 +10%
IWC
1537
Integrated Wealth Counsel
California
$796K -$18.4K -145 -2%
KCMRT
1538
Kemper Corp Master Retirement Trust
Illinois
$791K -$663K -5,216 -45%
MCMT
1539
Moon Capital Management (Tennessee)
Tennessee
$788K -$8.01K -63 -1%
CNC
1540
Citizens & Northern Corp
Pennsylvania
$788K -$132K -1,034 -14%
FIM
1541
Fruth Investment Management
Texas
$788K -$17.3K -136 -2%
FHB
1542
First Hawaiian Bank
Hawaii
$786K -$20K -157 -2%
PTCG
1543
Pring Turner Capital Group
California
$784K
PIA
1544
Peachtree Investment Advisors
Georgia
$777K -$10.9K -86 -1%
ZCA
1545
Zeke Capital Advisors
Pennsylvania
$771K +$9.92K +78 +1%
RPA
1546
Rock Point Advisors
Vermont
$763K +$1.02K +8 +0.1%
NAM
1547
Needelman Asset Management
California
$759K -$1.27K -10 -0.2%
AWS
1548
Aris Wealth Services
Pennsylvania
$759K +$20.5K +161 +3%
Fuller & Thaler Asset Management
1549
Fuller & Thaler Asset Management
California
$758K
LD
1550
Lipe & Dalton
New York
$743K

GE Hedge Fund Activity: Q2 2014 in Review

1,873 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q2 2014, worth a combined $143B — up 2.6% from $140B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new GE positions and 47 closed out — a net gain of 22 holders — while 826 added to existing stakes and 787 trimmed.

The largest buyer was Norges Bank, adding an estimated $1.85B. The largest seller was JP Morgan Chase, exiting entirely with an estimated $683M sold.

  • 1,873 institutional investors held GE Aerospace (GE) as of Q2 2014, up from 1,860 in Q1 2014.
  • Funds reported $143B of GE Aerospace stock for Q2 2014, up 2.6% quarter-over-quarter.
  • 69 funds opened new GE Aerospace positions in Q2 2014 and 47 closed out, a net change of +22 holders.
  • The largest GE Aerospace buyer in Q2 2014 was Norges Bank, an estimated $1.85B added.
  • The largest GE Aerospace seller in Q2 2014 was JP Morgan Chase, an estimated $683M sold.

Based on aggregated 13F filings for Q2 2014.