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GE Aerospace

1,850 hedge funds and large institutions have $155B invested in GE Aerospace in 2013 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 695 increasing their positions, 774 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more first-time investments, than exits

New positions opened: 238 | Existing positions closed: 50

352.12% more ownership

Funds ownership: 630.05%982.17% (+352%)

29% more funds holding in top 10

Funds holding in top 10: 455589 (+134)

11% more capital invested

Capital invested by funds: $139B → $155B (+$15.8B)

10% more funds holding

Funds holding: 1,6851,850 (+165)

10% less repeat investments, than reductions

Existing positions increased: 695 | Existing positions reduced: 774

40% less call options, than puts

Call options by funds: $949M | Put options by funds: $1.59B

Holders
1,850
Holders Change
+165
Holders Change %
+9.79%
% of All Funds
53.67%
Holding in Top 10
589
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+29.45%
% of All Funds
17.09%
New
238
Increased
695
Reduced
774
Closed
50
Calls
$949M
Puts
$1.59B
Net Calls
-$640M
Net Calls Change
-$474M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1576
Vector Wealth Management
Minnesota
$611K -$14.6K -116 -2%
ERIM
1577
Eagle Ridge Investment Management
Connecticut
$604K -$6.64M -52,734 -92%
LC
1578
Lubar & Co
Wisconsin
$604K
ADBIC
1579
A.D. Beadell Investment Counsel
Wisconsin
$602K +$565K +4,486 New
KFA
1580
Kelleher Financial Advisors
New York
$597K
EA
1581
Elm Advisors
California
$591K +$554K +4,399 New
LWM
1582
Lenox Wealth Management
Ohio
$591K +$555K +4,403 New
CM
1583
Capital Management
Virginia
$588K -$25.3K -201 -4%
TT
1584
Tiedemann Trust
Delaware
$586K -$1.2M -9,503 -69%
CL
1585
CPWM LLC
Washington
$583K -$34.4K -273 -6%
PVWM
1586
Point View Wealth Management
New Jersey
$582K +$545K +4,329 New
PCM
1587
Perritt Capital Management
Illinois
$581K
AAS
1588
Annex Advisory Services
Wisconsin
$578K -$26.2K -208 -5%
SDJVC
1589
St. Denis J. Villere & Co
Louisiana
$574K +$538K +4,270 New
MPM
1590
Meritage Portfolio Management
Kansas
$572K -$52.5K -417 -9%
PFM
1591
Phillips Financial Management
Indiana
$571K -$90.9K -722 -14%
CISOA
1592
Capital Investment Services of America
Wisconsin
$570K -$57.8K -459 -10%
HEIP
1593
Hudson Edge Investment Partners
New Jersey
$568K -$1.76K -14 -0.3%
BEC
1594
Blue Edge Capital
Virginia
$568K +$532K +4,228 New
GVT
1595
Genesee Valley Trust
New York
$566K -$14.5K -115 -3%
WCM Investment Management
1596
WCM Investment Management
California
$566K
AWM
1597
Avior Wealth Management
Nebraska
$563K +$528K +4,190 New
PCA
1598
Private Capital Advisors
Connecticut
$555K
BFIC
1599
Bedell Frazier Investment Counselling
California
$555K +$128K +1,016 +33%
HBWM
1600
Hollow Brook Wealth Management
New York
$553K

GE Hedge Fund Activity: Q4 2013 in Review

1,850 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q4 2013, worth a combined $155B — up 11% from $139B a quarter earlier.

Buyers outnumbered sellers: 238 funds opened new GE positions and 50 closed out — a net gain of 188 holders — while 695 added to existing stakes and 774 trimmed.

The largest buyer was State Street, adding an estimated $340M. The largest seller was JP Morgan Chase, cutting an estimated $360M.

  • 1,850 institutional investors held GE Aerospace (GE) as of Q4 2013, up from 1,685 in Q3 2013.
  • Funds reported $155B of GE Aerospace stock for Q4 2013, up 11% quarter-over-quarter.
  • 238 funds opened new GE Aerospace positions in Q4 2013 and 50 closed out, a net change of +188 holders.
  • The largest GE Aerospace buyer in Q4 2013 was State Street, an estimated $340M added.
  • The largest GE Aerospace seller in Q4 2013 was JP Morgan Chase, an estimated $360M sold.

Based on aggregated 13F filings for Q4 2013.