We are live on ! Find out more
GE icon

GE Aerospace

1,791 hedge funds and large institutions have $36.3B invested in GE Aerospace in 2020 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 547 increasing their positions, 863 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% less ownership

Funds ownership: 12.64%12.2% (-0.44%)

2% less funds holding

Funds holding: 1,8281,791 (-37)

13% less call options, than puts

Call options by funds: $681M | Put options by funds: $784M

15% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 143

17% less capital invested

Capital invested by funds: $43.7B → $36.3B (-$7.42B)

33% less funds holding in top 10

Funds holding in top 10: 2718 (-9)

37% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 863

Holders
1,791
Holders Change
-37
Holders Change %
-2.02%
% of All Funds
36.72%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.37%
New
121
Increased
547
Reduced
863
Closed
143
Calls
$681M
Puts
$784M
Net Calls
-$102M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Change in
Stake
GL
1526
Graypoint LLC
New York
$78K -$14K -414 -15%
Wealth Enhancement Advisory Services
1527
Wealth Enhancement Advisory Services
Minnesota
$78K -$4.45K -132 -6%
EA
1528
Elm Advisors
California
$78K
MA
1529
Montag & Associates
Georgia
$78K +$5.23K +155 +7%
PPW
1530
Parcion Private Wealth
Washington
$78K +$6.47K +192 +9%
SWM
1531
Sanctuary Wealth Management
Idaho
$78K +$77K +2,283 New
BCA
1532
Berman Capital Advisors
Georgia
$77K -$11.9K -352 -13%
TIM
1533
Triad Investment Management
California
$77K +$75.8K +2,248 New
SAA
1534
Southeast Asset Advisors
Georgia
$77K +$75.9K +2,252 New
ADL
1535
Asset Dedication LLC
California
$76K -$359K -10,632 -82%
CCM
1536
Cribstone Capital Management
Maine
$76K -$240K -7,115 -76%
B
1537
Bridgeworth
Alabama
$76K -$2.56K -76 -3%
CFFP
1538
Center for Financial Planning
Michigan
$76K -$1.42K -42 -2%
VFP
1539
Verus Financial Partners
Virginia
$76K -$1.01K -30 -1%
HCA
1540
Horan Capital Advisors
Ohio
$76K
IG
1541
Ithaka Group
Virginia
$76K
SLT
1542
St Louis Trust
Missouri
$76K
HT
1543
Heritage Trust
Oklahoma
$76K +$236 +7 +0.3%
WAG
1544
Winthrop Advisory Group
Massachusetts
$76K +$742 +22 +1%
LCC
1545
Lincoln Capital Corp
Rhode Island
$76K +$75K +2,223 New
MWM
1546
Merriman Wealth Management
Washington
$75K -$143K -4,226 -66%
FIB
1547
First Interstate Bank
Montana
$75K -$65K -1,929 -47%
SRC
1548
Sage Rhino Capital
California
$75K -$24.3K -720 -25%
MC
1549
Miramar Capital
Illinois
$75K -$12.8K -381 -14%
AWCI
1550
Alpine Woods Capital Investors
New York
$75K -$6.78K -201 -8%

GE Hedge Fund Activity: Q2 2020 in Review

1,791 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q2 2020, worth a combined $36.3B — down 17% from $43.7B a quarter earlier.

Sellers outnumbered buyers: 143 funds closed out of GE and 121 opened new positions — a net loss of 22 holders — while 863 trimmed existing stakes and 547 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $341M. The largest seller was Fidelity Investments, cutting an estimated $1.1B.

  • 1,791 institutional investors held GE Aerospace (GE) as of Q2 2020, down from 1,828 in Q1 2020.
  • Funds reported $36.3B of GE Aerospace stock for Q2 2020, down 17% quarter-over-quarter.
  • 121 funds opened new GE Aerospace positions in Q2 2020 and 143 closed out, a net change of -22 holders.
  • The largest GE Aerospace buyer in Q2 2020 was T. Rowe Price Associates, an estimated $341M added.
  • The largest GE Aerospace seller in Q2 2020 was Fidelity Investments, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2020.