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GE Aerospace

1,940 hedge funds and large institutions have $65B invested in GE Aerospace in 2018 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 633 increasing their positions, 1,021 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 3338 (+5)

1% more capital invested

Capital invested by funds: $64.6B → $65B (+$365M)

0.06% less ownership

Funds ownership: 11.53%11.46% (-0.06%)

2% less funds holding

Funds holding: 1,9861,940 (-46)

19% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 135

38% less repeat investments, than reductions

Existing positions increased: 633 | Existing positions reduced: 1,021

51% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $2.55B

Holders
1,940
Holders Change
-46
Holders Change %
-2.32%
% of All Funds
44.4%
Holding in Top 10
38
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.15%
% of All Funds
0.87%
New
110
Increased
633
Reduced
1,021
Closed
135
Calls
$1.26B
Puts
$2.55B
Net Calls
-$1.29B
Net Calls Change
-$70.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1576
MCF Advisors
Kentucky
$231K -$82.4K -1,235 -26%
BA
1577
Birinyi Associates
Connecticut
$231K -$27.5K -412 -10%
RIM
1578
Regent Investment Management
Kentucky
$230K -$147K -2,208 -39%
SG
1579
StoneX Group
New York
$230K -$4.54K -68 -2%
PCMK
1580
Paragon Capital Management (Kansas)
Kansas
$229K -$147K -2,207 -90%
SIM
1581
SSI Investment Management
California
$229K -$34.8K -521 -13%
NWM
1582
Northwest Wealth Management
Iowa
$229K +$133 +2 +0.1%
PWM
1583
Perigon Wealth Management
California
$229K +$187K +2,797 +396%
CC
1584
Cadinha & Co
Hawaii
$229K +$234K +3,513 New
LCC
1585
Lincoln Capital Corp
Rhode Island
$228K -$1.67M -25,019 -88%
KJWM
1586
Kiley Juergens Wealth Management
Washington
$228K -$16.9K -254 -7%
AIA
1587
AIMZ Investment Advisors
California
$228K -$1.4K -21 -0.6%
PV
1588
Private Vista
Illinois
$228K +$30.8K +462 +15%
GI
1589
Gradient Investments
Minnesota
$227K -$198K -2,966 -46%
EWA
1590
EP Wealth Advisors
California
$227K -$132K -1,975 -36%
IFAM
1591
Institutional & Family Asset Management
Colorado
$227K -$122K -1,826 -34%
RCM
1592
RNC Capital Management
California
$227K -$86.7K -1,300 -27%
LK
1593
Lumbard & Kellner
New Hampshire
$227K
WA1
1594
Wimmer Associates 1
California
$226K -$328K -4,917 -59%
CAM
1595
Claret Asset Management
Quebec, Canada
$226K +$10.9K +164 +5%
PTCG
1596
Pring Turner Capital Group
California
$225K -$5.6K -84 -2%
SFS
1597
Summit Financial Strategies
Ohio
$225K -$3.6K -54 -2%
KWA
1598
KCS Wealth Advisory
California
$225K -$934 -14 -0.4%
LGWM
1599
Litman Gregory Wealth Management
California
$225K
CIP
1600
Convergence Investment Partners
Florida
$225K +$87.6K +1,314 +62%

GE Hedge Fund Activity: Q2 2018 in Review

1,940 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q2 2018, worth a combined $65B — up 0.56% from $64.6B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of GE and 110 opened new positions — a net loss of 25 holders — while 1,021 trimmed existing stakes and 633 added.

The largest buyer was Fidelity Investments, adding an estimated $1.76B. The largest seller was Capital Research Global Investors, cutting an estimated $972M.

  • 1,940 institutional investors held GE Aerospace (GE) as of Q2 2018, down from 1,986 in Q1 2018.
  • Funds reported $65B of GE Aerospace stock for Q2 2018, up 0.56% quarter-over-quarter.
  • 110 funds opened new GE Aerospace positions in Q2 2018 and 135 closed out, a net change of -25 holders.
  • The largest GE Aerospace buyer in Q2 2018 was Fidelity Investments, an estimated $1.76B added.
  • The largest GE Aerospace seller in Q2 2018 was Capital Research Global Investors, an estimated $972M sold.

Based on aggregated 13F filings for Q2 2018.