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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
AAM
1676
Autus Asset Management
Arizona
$391K -$83.9K -666 -19%
GA
1677
Geller Advisors
New York
$390K -$102K -810 -22%
EWA
1678
Exencial Wealth Advisors
Oklahoma
$389K -$6.3K -50 -2%
MIU
1679
Man Investments (UK)
United Kingdom
$385K -$31.2K -248 -8%
SIC
1680
Schwartz Investment Counsel
Michigan
$383K
AA
1681
Alesco Advisors
New York
$383K +$126 +1 +0%
Rafferty Asset Management
1682
Rafferty Asset Management
New York
$383K +$359K +2,853 New
CCA
1683
Conestoga Capital Advisors
Pennsylvania
$376K
FAG
1684
Financial Advisory Group
Texas
$371K +$106K +838 +44%
ACH
1685
ArrowMark Colorado Holdings
Colorado
$370K
CIS
1686
Connors Investor Services
Pennsylvania
$368K -$47.4K -376 -12%
CCWA
1687
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$365K +$342K +2,717 New
CEI
1688
Clark Estates Inc
New York
$364K -$519K -4,124 -60%
MIP
1689
Marietta Investment Partners
Wisconsin
$364K -$12K -95 -3%
YCM
1690
Yorkville Capital Management
New York
$363K
MIM
1691
Miller Investment Management
Pennsylvania
$360K -$52.6K -418 -13%
GI
1692
Glovista Investments
New Jersey
$359K +$14K +111 +4%
SLG
1693
Stanley-Laman Group
Pennsylvania
$359K +$336K +2,670 New
CWM
1694
Cranbrook Wealth Management
Michigan
$358K +$336K +2,668 New
CCM
1695
Check Capital Management
California
$357K -$3.4K -27 -1%
DA
1696
Denali Advisors
California
$356K
AT
1697
Arvest Trust
Oklahoma
$355K -$15.7K -125 -5%
SCM
1698
Steward Capital Management
Michigan
$354K +$378 +3 +0.1%
PCM
1699
Perkins Capital Management
Minnesota
$354K +$332K +2,636 New
NPPM
1700
North Point Portfolio Managers
Ohio
$352K

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.