We are live on ! Find out more
GE icon

GE Aerospace

2,029 hedge funds and large institutions have $145B invested in GE Aerospace in 2016 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 792 increasing their positions, 951 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 70

0.14% less ownership

Funds ownership: 11.58%11.44% (-0.14%)

1% less funds holding

Funds holding: 2,0432,029 (-14)

4% less call options, than puts

Call options by funds: $2.42B | Put options by funds: $2.51B

10% less capital invested

Capital invested by funds: $161B → $145B (-$16.3B)

17% less repeat investments, than reductions

Existing positions increased: 792 | Existing positions reduced: 951

24% less funds holding in top 10

Funds holding in top 10: 573435 (-138)

Holders
2,029
Holders Change
-14
Holders Change %
-0.69%
% of All Funds
54.14%
Holding in Top 10
435
Holding in Top 10 Change
-138
Holding in Top 10 Change %
-24.08%
% of All Funds
11.61%
New
78
Increased
792
Reduced
951
Closed
70
Calls
$2.42B
Puts
$2.51B
Net Calls
-$97.9M
Net Calls Change
-$1.2B
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1551
Jacobus Wealth Management
Wisconsin
$922K +$93.4K +626 +11%
HCM
1552
Hutchinson Capital Management
California
$916K -$21.8K -146 -2%
MSU
1553
Mizuho Securities USA
New York
$913K +$959K +6,430 New
BWA
1554
Burt Wealth Advisors
Maryland
$911K -$5.67K -38 -0.6%
HCC
1555
Hirtle Callaghan & Co
Pennsylvania
$903K
MWP
1556
Moller Wealth Partners
$897K
ERIM
1557
Eagle Ridge Investment Management
Connecticut
$896K -$73.4K -492 -7%
IWC
1558
Integrated Wealth Counsel
California
$894K +$160K +1,072 +21%
ABTD
1559
Arvest Bank Trust Division
Oklahoma
$891K -$125K -841 -12%
WCM
1560
Windsor Capital Management
Arizona
$891K +$545K +3,651 +139%
GC
1561
Grace Capital
Massachusetts
$889K +$934K +6,260 New
SGA
1562
Strategic Global Advisors
California
$888K
NC
1563
NewSquare Capital
Pennsylvania
$882K +$149 +1 +0%
MI
1564
Montage Investments
Kansas
$881K -$214K -1,435 -19%
FM
1565
Foster & Motley
Ohio
$880K +$62.4K +418 +7%
LRPA
1566
L. Roy Papp & Associates
Arizona
$873K
SGK
1567
Steigerwald Gordon & Koch
Virginia
$870K +$12.5K +84 +1%
RA
1568
Rational Advisors
New York
$868K +$498K +3,340 +120%
QAM
1569
Quantres Asset Management
Cayman Islands
$868K +$912K +6,114 New
LSA
1570
L & S Advisors
California
$866K +$56.5K +379 +7%
GC
1571
Garde Capital
Washington
$864K +$669K +4,486 +169%
ECM
1572
EagleClaw Capital Management
Massachusetts
$863K +$7.76K +52 +0.9%
EWM
1573
Empirical Wealth Management
Washington
$856K +$178K +1,195 +25%
Lido Advisors
1574
Lido Advisors
California
$853K -$149K -999 -14%
CS
1575
Credential Securities
$849K +$42.7K +286 +5%

GE Hedge Fund Activity: Q3 2016 in Review

2,029 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q3 2016, worth a combined $145B — down 10% from $161B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new GE positions and 70 closed out — a net gain of 8 holders — while 792 added to existing stakes and 951 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $486M. The largest seller was General Electric, exiting entirely with an estimated $1.34B sold.

  • 2,029 institutional investors held GE Aerospace (GE) as of Q3 2016, down from 2,043 in Q2 2016.
  • Funds reported $145B of GE Aerospace stock for Q3 2016, down 10% quarter-over-quarter.
  • 78 funds opened new GE Aerospace positions in Q3 2016 and 70 closed out, a net change of +8 holders.
  • The largest GE Aerospace buyer in Q3 2016 was JP Morgan Chase, an estimated $486M added.
  • The largest GE Aerospace seller in Q3 2016 was General Electric, an estimated $1.34B sold.

Based on aggregated 13F filings for Q3 2016.