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GE Aerospace
GE

Overview Fund Activity

1,847 hedge funds and large institutions have $155B invested in GE Aerospace in 2013 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 694 increasing their positions, 773 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,847
Holders Change
+164
Holders Change %
+9.74%
% of All Funds
53.65%
Holding in Top 10
587
Holding in Top 10 Change
+133
Holding in Top 10 Change %
+29.3%
% of All Funds
17.05%
New
237
Increased
694
Reduced
773
Closed
50
Calls
$949M
Puts
$1.59B
Net Calls
-$640M
Net Calls Change
-$474M

Top Buyers

1
State Street
State Street
Massachusetts
+$363M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$329M
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$280M
4
O
OppenheimerFunds
New York
+$261M
5
BA
BlackRock Advisors
Delaware
+$227M

Top Sellers

1
NIM
Northeast Investment Management
Massachusetts
-$700M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$384M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$346M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$269M
5
Franklin Resources
Franklin Resources
California
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
1576
Lubar & Co
Wisconsin
$604K – – –
ADBIC
1577
A.D. Beadell Investment Counsel
Wisconsin
$602K +$602K +4,486 New
KFA
1578
Kelleher Financial Advisors
New York
$597K – – –
EA
1579
Elm Advisors
California
$591K +$591K +4,399 New
LWM
1580
Lenox Wealth Management
Ohio
$591K +$591K +4,403 New
CM
1581
Capital Management
Virginia
$588K -$27K -201 -4%
TT
1582
Tiedemann Trust
Delaware
$586K -$1.28M -9,503 -69%
CL
1583
CPWM LLC
Washington
$583K -$36.6K -273 -6%
PVWM
1584
Point View Wealth Management
New Jersey
$582K +$582K +4,329 New
PCM
1585
Perritt Capital Management
Illinois
$581K – – –
AAS
1586
Annex Advisory Services
Wisconsin
$578K -$27.9K -208 -5%
SDJVC
1587
St. Denis J. Villere & Co
Louisiana
$574K +$574K +4,270 New
MPM
1588
Meritage Portfolio Management
Kansas
$572K -$56K -417 -9%
PFM
1589
Phillips Financial Management
Indiana
$571K -$95.1K -722 -14%
CISOA
1590
Capital Investment Services of America
Wisconsin
$570K -$61.7K -459 -10%
HEIP
1591
Hudson Edge Investment Partners
New Jersey
$568K -$1.88K -14 -0.3%
BEC
1592
Blue Edge Capital
Virginia
$568K +$568K +4,228 New
GVT
1593
Genesee Valley Trust
New York
$566K -$15.4K -115 -3%
WCM Investment Management
1594
WCM Investment Management
California
$566K – – –
AWM
1595
Avior Wealth Management
Nebraska
$563K +$563K +4,190 New
PCA
1596
Private Capital Advisors
Connecticut
$555K – – –
BFIC
1597
Bedell Frazier Investment Counselling
California
$555K +$136K +1,016 +33%
HBWM
1598
Hollow Brook Wealth Management
New York
$553K – – –
SCA
1599
Salient Capital Advisors
Texas
$551K -$104K -772 -16%
BFPW
1600
BOK Financial Private Wealth
Colorado
$551K +$268 +2 +0%
62 63
64
65 66