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GE Aerospace

1,986 hedge funds and large institutions have $64.6B invested in GE Aerospace in 2018 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 610 increasing their positions, 1,122 reducing their positions, and 214 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% less ownership

Funds ownership: 11.83%11.53% (-0.31%)

6% less funds holding

Funds holding: 2,1061,986 (-120)

25% less capital invested

Capital invested by funds: $85.7B → $64.6B (-$21.1B)

34% less funds holding in top 10

Funds holding in top 10: 5033 (-17)

44% less first-time investments, than exits

New positions opened: 119 | Existing positions closed: 214

46% less repeat investments, than reductions

Existing positions increased: 610 | Existing positions reduced: 1,122

46% less call options, than puts

Call options by funds: $1.41B | Put options by funds: $2.63B

Holders
1,986
Holders Change
-120
Holders Change %
-5.7%
% of All Funds
45.51%
Holding in Top 10
33
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-34%
% of All Funds
0.76%
New
119
Increased
610
Reduced
1,122
Closed
214
Calls
$1.41B
Puts
$2.63B
Net Calls
-$1.22B
Net Calls Change
-$96.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PTCG
1601
Pring Turner Capital Group
California
$228K
WFMPM
1602
Woodley Farra Manion Portfolio Management
Indiana
$228K
AIA
1603
AIMZ Investment Advisors
California
$227K
NWM
1604
Northwest Wealth Management
Iowa
$227K +$12.3K +166 +5%
OA
1605
Outfitter Advisors
Virginia
$226K -$1.23M -16,534 -83%
SRAM
1606
Stone Ridge Asset Management
New York
$226K -$148K -2,003 -36%
SFS
1607
Summit Financial Strategies
Ohio
$226K +$260K +3,504 New
TFF
1608
The Family Firm
Maryland
$225K -$49.2K -664 -16%
LK
1609
Lumbard & Kellner
New Hampshire
$225K
CP
1610
Castleview Partners
Texas
$225K +$258K +3,481 New
KWA
1611
KCS Wealth Advisory
California
$224K +$94.5K +1,276 +58%
HJA
1612
Hugh Johnson Advisors
New York
$223K -$37.3K -504 -13%
DA
1613
DSC Advisors
Illinois
$223K +$65.6K +885 +35%
LGWM
1614
Litman Gregory Wealth Management
California
$223K +$256K +3,452 New
CIP
1615
Capital Insight Partners
Arizona
$222K -$44.6K -602 -15%
PWMAG
1616
Pinnacle Wealth Management Advisory Group
New Jersey
$221K +$55.6K +751 +28%
CT
1617
CPF Texas
Texas
$220K -$167K -2,256 -40%
MC
1618
Marcus Capital
Illinois
$220K -$35.6K -480 -12%
RHBC
1619
R.H. Bluestein & Co
Michigan
$220K -$6.22K -84 -2%
HS
1620
Huntington Steele
Pennsylvania
$220K
SFWA
1621
Summit Financial Wealth Advisors
Louisiana
$220K +$17.6K +238 +8%
GC
1622
Garde Capital
Washington
$220K +$76K +1,026 +43%
CCG
1623
Chatham Capital Group
Georgia
$219K -$208K -2,804 -45%
BC
1624
Burleson & Co
California
$217K -$1.33K -18 -0.5%
KLI
1625
Kelman-Lazarov Inc
Tennessee
$216K -$60.6K -818 -20%

GE Hedge Fund Activity: Q1 2018 in Review

1,986 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q1 2018, worth a combined $64.6B — down 25% from $85.7B a quarter earlier.

Sellers outnumbered buyers: 214 funds closed out of GE and 119 opened new positions — a net loss of 95 holders — while 1,122 trimmed existing stakes and 610 added.

The largest buyer was Capital Research Global Investors, adding an estimated $448M. The largest seller was Capital World Investors, cutting an estimated $757M.

  • 1,986 institutional investors held GE Aerospace (GE) as of Q1 2018, down from 2,106 in Q4 2017.
  • Funds reported $64.6B of GE Aerospace stock for Q1 2018, down 25% quarter-over-quarter.
  • 119 funds opened new GE Aerospace positions in Q1 2018 and 214 closed out, a net change of -95 holders.
  • The largest GE Aerospace buyer in Q1 2018 was Capital Research Global Investors, an estimated $448M added.
  • The largest GE Aerospace seller in Q1 2018 was Capital World Investors, an estimated $757M sold.

Based on aggregated 13F filings for Q1 2018.