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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
WCM
1651
Wallace Capital Management
Texas
$446K -$13K -103 -3%
RMC
1652
Regis Management Company
California
$445K +$2.52K +20 +0.6%
CC
1653
Cadinha & Co
Hawaii
$445K +$20.3K +161 +5%
RFA
1654
Reilly Financial Advisors
California
$437K +$51.3K +407 +14%
ZCI
1655
Zevenbergen Capital Investments
Washington
$437K +$81.5K +647 +25%
BJ
1656
Brouwer & Janachowski
California
$429K +$403K +3,197 New
GCAC
1657
Guardian Capital Advisors (Canada)
Ontario, Canada
$428K +$52.5K +417 +14%
BP
1658
BBR Partners
New York
$427K -$429K -3,410 -52%
H
1659
Hexavest
Quebec, Canada
$427K
AIC
1660
Atlantic Investment Company
Georgia
$426K -$57.2K -454 -13%
PCM
1661
Palisade Capital Management
New Jersey
$426K +$399K +3,172 New
LD
1662
Lipe & Dalton
New York
$424K -$4.66K -37 -1%
KBG
1663
Kahn Brothers Group
New York
$420K
WCM
1664
Windsor Capital Management
Arizona
$420K +$12.7K +101 +3%
PAA
1665
Peregrine Asset Advisers
Oregon
$416K +$252 +2 +0.1%
TCM
1666
TD Capital Management
Tennessee
$415K +$135K +1,074 +53%
BEAM
1667
Baker Ellis Asset Management
Washington
$413K
CC
1668
Cornerstone Capital
California
$412K
PCA
1669
Peddock Capital Advisors
Massachusetts
$412K +$386K +3,064 New
FFA
1670
Fragasso Financial Advisors
Pennsylvania
$412K +$386K +3,065 New
SC
1671
Saturna Capital
Washington
$404K -$63.1K -501 -14%
SI
1672
Scout Investments
Missouri
$395K +$22.4K +178 +6%
TRCT
1673
Tower Research Capital (TRC)
New York
$394K -$10.2M -81,166 -97%
SWA
1674
SFMG Wealth Advisors
Texas
$394K -$4.16K -33 -1%
AWA
1675
Arete Wealth Advisors
Illinois
$393K +$370K +2,936 New

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.