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GE Aerospace

2,038 hedge funds and large institutions have $119B invested in GE Aerospace in 2017 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 712 increasing their positions, 1,082 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% more ownership

Funds ownership: 11.61%11.85% (+0.24%)

2% less funds holding

Funds holding: 2,0882,038 (-50)

9% less capital invested

Capital invested by funds: $131B → $119B (-$11.7B)

26% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 119

34% less repeat investments, than reductions

Existing positions increased: 712 | Existing positions reduced: 1,082

38% less call options, than puts

Call options by funds: $1.67B | Put options by funds: $2.71B

49% less funds holding in top 10

Funds holding in top 10: 214109 (-105)

Holders
2,038
Holders Change
-50
Holders Change %
-2.39%
% of All Funds
50.8%
Holding in Top 10
109
Holding in Top 10 Change
-105
Holding in Top 10 Change %
-49.07%
% of All Funds
2.72%
New
88
Increased
712
Reduced
1,082
Closed
119
Calls
$1.67B
Puts
$2.71B
Net Calls
-$1.04B
Net Calls Change
-$977M
Name Holding Trade Value Shares
Change
Change in
Stake
MTIM
1626
Marathon Trading Investment Management
Pennsylvania
$549K +$573K +4,737 New
RIM
1627
Reliant Investment Management
Tennessee
$545K -$160K -1,327 -22%
SSW
1628
Smith Shellnut Wilson
Mississippi
$541K -$4.84K -40 -0.8%
KA
1629
Klingman & Associates
New York
$538K -$147K -1,214 -21%
LFG
1630
LifePlan Financial Group
Ohio
$537K -$12K -99 -2%
PAS
1631
Partnervest Advisory Services
California
$536K -$413K -3,416 -42%
WCA
1632
Westover Capital Advisors
Delaware
$535K -$1.91M -15,766 -77%
FM
1633
Family Management
New York
$533K -$4.24M -35,079 -88%
BRC
1634
Bell Rock Capital
Delaware
$533K +$207K +1,711 +59%
ODCM
1635
Old Dominion Capital Management
Virginia
$532K +$9.79K +81 +2%
CAW
1636
Cornerstone Advisors (Washington)
Washington
$530K -$7.25K -60 -1%
PFGIA
1637
Patriot Financial Group Insurance Agency
Massachusetts
$528K -$84.9K -702 -13%
Lido Advisors
1638
Lido Advisors
California
$526K -$527K -4,363 -44%
WCM
1639
Weik Capital Management
Pennsylvania
$525K +$94.7K +783 +21%
HIIFS
1640
Harel Insurance Investments & Financial Services
Israel
$523K -$12.6K -104 -2%
CWM
1641
Circle Wealth Management
New Jersey
$522K -$193K -1,596 -26%
IIA
1642
IPG Investment Advisors
California
$520K +$239K +1,977 +79%
AWM
1643
Affinity Wealth Management
Delaware
$519K -$12.1K -100 -2%
FC
1644
Financial Consulate
Maryland
$519K +$23.8K +197 +5%
RPG
1645
Risk Paradigm Group
Texas
$518K -$242K -1,998 -31%
OLA
1646
Oliver Luxxe Assets
New Jersey
$516K -$1.27M -10,496 -70%
DA
1647
Doliver Advisors
Texas
$516K +$142K +1,177 +36%
MCA
1648
Mercer Capital Advisers
New Jersey
$514K -$25.3K -209 -4%
MSFP
1649
Mark Sheptoff Financial Planning
Connecticut
$512K -$283K -2,344 -35%
BCM
1650
BlueCrest Capital Management
Jersey
$512K +$534K +4,416 New

GE Hedge Fund Activity: Q3 2017 in Review

2,038 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q3 2017, worth a combined $119B — down 8.9% from $131B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of GE and 88 opened new positions — a net loss of 31 holders — while 1,082 trimmed existing stakes and 712 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $1.33B. The largest seller was Fidelity Investments, cutting an estimated $761M.

  • 2,038 institutional investors held GE Aerospace (GE) as of Q3 2017, down from 2,088 in Q2 2017.
  • Funds reported $119B of GE Aerospace stock for Q3 2017, down 8.9% quarter-over-quarter.
  • 88 funds opened new GE Aerospace positions in Q3 2017 and 119 closed out, a net change of -31 holders.
  • The largest GE Aerospace buyer in Q3 2017 was Barrow, Hanley, Mewhinney & Strauss, an estimated $1.33B added.
  • The largest GE Aerospace seller in Q3 2017 was Fidelity Investments, an estimated $761M sold.

Based on aggregated 13F filings for Q3 2017.