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GE Aerospace

1,685 hedge funds and large institutions have $139B invested in GE Aerospace in 2013 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 737 increasing their positions, 693 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

312.95% more ownership

Funds ownership: 317.1%630.05% (+313%)

50% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 54

7% more capital invested

Capital invested by funds: $131B → $139B (+$8.77B)

1% more funds holding in top 10

Funds holding in top 10: 449455 (+6)

6% more repeat investments, than reductions

Existing positions increased: 737 | Existing positions reduced: 693

1% more funds holding

Funds holding: 1,6741,685 (+11)

14% less call options, than puts

Call options by funds: $1B | Put options by funds: $1.17B

Holders
1,685
Holders Change
+11
Holders Change %
+0.66%
% of All Funds
54.62%
Holding in Top 10
455
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.34%
% of All Funds
14.75%
New
81
Increased
737
Reduced
693
Closed
54
Calls
$1B
Puts
$1.17B
Net Calls
-$166M
Net Calls Change
-$3.99M
Name Holding Trade Value Shares
Change
Change in
Stake
RVP
1601
Relative Value Partners
Illinois
$252K
WHRC
1602
W.H. Reaves & Co
New Jersey
$251K
RCM
1603
Rotella Capital Management
Washington
$251K +$251K +2,188 New
GJCM
1604
Grand Jean Capital Management
California
$250K
EHWM
1605
Eads & Heald Wealth Management
Georgia
$249K
TC
1606
TradeLink Capital
Illinois
$246K -$2.52M -22,014 -91%
TFCP
1607
Twin Focus Capital Partners
Massachusetts
$246K -$8.6K -75 -3%
DBG
1608
De Burlo Group
Massachusetts
$246K
HIM
1609
Hanlon Investment Management
New Jersey
$243K +$229 +2 +0.1%
JFA
1610
JNBA Financial Advisors
Minnesota
$237K +$10.4K +91 +5%
NYLT
1611
New York Life Trust
New York
$236K -$37.7K -329 -14%
DDPIC
1612
Deroy & Devereaux Private Investment Counsel
Michigan
$234K -$35.9K -313 -13%
CRC
1613
Curi RMB Capital
Illinois
$234K +$234K +2,041 New
FCH
1614
Freestone Capital Holdings
Washington
$234K +$244K +2,131 New
ST
1615
Sentinel Trust
Texas
$231K -$121K -1,054 -34%
TCM
1616
TD Capital Management
Tennessee
$231K +$1.72K +15 +0.8%
I
1617
IberiaBank
Louisiana
$228K +$228K +1,989 New
NC
1618
NBW Capital
Massachusetts
$225K -$83.5K -728 -27%
FMP
1619
Financial Management Professionals
Texas
$222K +$9.63K +84 +5%
TF
1620
Trutina Financial
Washington
$221K
FAG
1621
Financial Advisory Group
Texas
$220K +$2.41K +21 +1%
SJL
1622
Shayne & Jacobs LLC
Tennessee
$219K -$47.9K -418 -18%
T
1623
TradeWorx
New Jersey
$216K -$113K -989 -34%
EI
1624
EDMP Inc
Florida
$216K +$216K +1,883 New
IG
1625
Ithaka Group
Virginia
$215K

GE Hedge Fund Activity: Q3 2013 in Review

1,685 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q3 2013, worth a combined $139B — up 6.7% from $131B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new GE positions and 54 closed out — a net gain of 27 holders — while 737 added to existing stakes and 693 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $201M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $634M.

  • 1,685 institutional investors held GE Aerospace (GE) as of Q3 2013, up from 1,674 in Q2 2013.
  • Funds reported $139B of GE Aerospace stock for Q3 2013, up 6.7% quarter-over-quarter.
  • 81 funds opened new GE Aerospace positions in Q3 2013 and 54 closed out, a net change of +27 holders.
  • The largest GE Aerospace buyer in Q3 2013 was Capital Research Global Investors, an estimated $201M added.
  • The largest GE Aerospace seller in Q3 2013 was Barrow, Hanley, Mewhinney & Strauss, an estimated $634M sold.

Based on aggregated 13F filings for Q3 2013.