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GE Aerospace

2,001 hedge funds and large institutions have $150B invested in GE Aerospace in 2015 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 735 increasing their positions, 957 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 64

21% more funds holding in top 10

Funds holding in top 10: 405489 (+84)

9% more capital invested

Capital invested by funds: $138B → $150B (+$12.1B)

1% more funds holding

Funds holding: 1,9772,001 (+24)

5% less call options, than puts

Call options by funds: $2.17B | Put options by funds: $2.3B

23% less repeat investments, than reductions

Existing positions increased: 735 | Existing positions reduced: 957

158.09% less ownership

Funds ownership: 1,717.27%1,559.18% (-158%)

Holders
2,001
Holders Change
+24
Holders Change %
+1.21%
% of All Funds
53.89%
Holding in Top 10
489
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+20.74%
% of All Funds
13.17%
New
110
Increased
735
Reduced
957
Closed
64
Calls
$2.17B
Puts
$2.3B
Net Calls
-$126M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1651
Cabot Wealth Management
Massachusetts
$623K +$130 +1 +0%
KFA
1652
Kelleher Financial Advisors
New York
$622K
AIC
1653
Atlantic Investment Company
Georgia
$619K -$18.5K -143 -3%
B
1654
Bailard
California
$618K -$37.4K -288 -6%
AWA
1655
AmeriServ Wealth Advisors
Pennsylvania
$617K +$15.2K +117 +2%
RSVP
1656
Ramsay Stattman Vela & Price
Colorado
$615K -$12.1K -93 -2%
EBSAM
1657
Eubel Brady & Suttman Asset Management
Ohio
$608K +$11.2K +86 +2%
VCM
1658
Violich Capital Management
California
$606K
KCM
1659
Karp Capital Management
California
$605K +$27.4K +211 +5%
EIM
1660
Essex Investment Management
Massachusetts
$604K -$2.72K -21 -0.4%
ERIM
1661
Eagle Ridge Investment Management
Connecticut
$596K -$26.1K -201 -4%
BIAS
1662
Beacon Investment Advisory Services
New Jersey
$596K +$607K +4,678 New
SIAS
1663
Shine Investment Advisory Services
Colorado
$593K +$240K +1,850 +66%
NCM
1664
Novare Capital Management
North Carolina
$591K +$4.02K +31 +0.7%
PVWM
1665
Point View Wealth Management
New Jersey
$588K +$42.8K +330 +8%
WAS
1666
Winch Advisory Services
Wisconsin
$588K +$402K +3,102 +205%
CS
1667
Credential Securities
$587K +$52.7K +406 +10%
BCM
1668
Bourgeon Capital Management
Connecticut
$582K -$205K -1,577 -26%
Rafferty Asset Management
1669
Rafferty Asset Management
New York
$582K -$70.3K -542 -11%
AWP
1670
Ascent Wealth Partners
New York
$582K -$8.04K -62 -1%
BBNB
1671
Baker Boyer National Bank
Washington
$580K -$44.6K -344 -7%
GIP
1672
Granite Investment Partners
California
$579K -$29.8K -230 -5%
ZCA
1673
Zeke Capital Advisors
Pennsylvania
$577K -$399K -3,076 -40%
UF
1674
Univest Financial
Pennsylvania
$577K -$204K -1,570 -26%
AWA
1675
Arete Wealth Advisors
Illinois
$577K -$30.6K -236 -5%

GE Hedge Fund Activity: Q2 2015 in Review

2,001 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q2 2015, worth a combined $150B — up 8.8% from $138B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new GE positions and 64 closed out — a net gain of 46 holders — while 735 added to existing stakes and 957 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.14B. The largest seller was State Street, cutting an estimated $619M.

  • 2,001 institutional investors held GE Aerospace (GE) as of Q2 2015, up from 1,977 in Q1 2015.
  • Funds reported $150B of GE Aerospace stock for Q2 2015, up 8.8% quarter-over-quarter.
  • 110 funds opened new GE Aerospace positions in Q2 2015 and 64 closed out, a net change of +46 holders.
  • The largest GE Aerospace buyer in Q2 2015 was Fidelity Investments, an estimated $2.14B added.
  • The largest GE Aerospace seller in Q2 2015 was State Street, an estimated $619M sold.

Based on aggregated 13F filings for Q2 2015.