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GE Aerospace

1,900 hedge funds and large institutions have $73.9B invested in GE Aerospace in 2021 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 687 increasing their positions, 766 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $59.4B → $73.9B (+$14.5B)

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

19% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 130

0% more funds holding

Funds holding: 1,8941,900 (+6)

0.27% more ownership

Funds ownership: 12.59%12.87% (+0.27%)

9% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.38B

10% less repeat investments, than reductions

Existing positions increased: 687 | Existing positions reduced: 766

Holders
1,900
Holders Change
+6
Holders Change %
+0.32%
% of All Funds
33.36%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.47%
New
155
Increased
687
Reduced
766
Closed
130
Calls
$1.25B
Puts
$1.38B
Net Calls
-$128M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
1701
Institutional & Family Asset Management
Colorado
$102K +$12.2K +201 +15%
OIA
1702
Optimum Investment Advisors
Illinois
$101K -$7.27K -120 -7%
SWA
1703
SOA Wealth Advisors
New York
$100K -$5.57K -92 -6%
ANBT
1704
American National Bank & Trust
Texas
$100K
CSPAM
1705
Cary Street Partners Asset Management
Virginia
$100K +$34.6K +571 +28%
RWB
1706
RMR Wealth Builders
New Jersey
$100K +$70.3K +1,161 +320%
DI
1707
Disciplined Investments
Oklahoma
$98K +$91.2K +1,505 New
WPA
1708
West Paces Advisors
Georgia
$95.9K
EWM
1709
Elmwood Wealth Management
California
$95K +$87.7K +1,448 New
CWA
1710
Clearview Wealth Advisors
Oregon
$92K -$35.2K -582 -29%
BWP
1711
Baldwin Wealth Partners
Massachusetts
$91K
RCG
1712
Rock Creek Group
District of Columbia
$89K +$82.4K +1,361 New
GWSG
1713
GPS Wealth Strategies Group
Colorado
$89K +$82.7K +1,366 New
SC
1714
Sierra Capital
Florida
$89K +$82.7K +1,366 New
CFO
1715
CVA Family Office
Colorado
$88K +$81.2K +1,340 New
OC
1716
Oakworth Capital
Alabama
$86K -$17.4K -288 -18%
JWM
1717
Janiczek Wealth Management
Colorado
$82K
JPLA
1718
Joseph P. Lucia & Associates
New York
$82K +$1.51K +25 +2%
TFGT
1719
TS Financial Group (TSFG)
Illinois
$82K +$4.84K +80 +7%
GAM
1720
Gemmer Asset Management
California
$81K -$37.9K -626 -34%
ADIM
1721
Alpha DNA Investment Management
Maryland
$81K +$1.82K +30 +2%
JFA
1722
JNBA Financial Advisors
Minnesota
$78K +$303 +5 +0.4%
FA
1723
Financial Avengers
California
$78K +$2.24K +37 +3%
UFF
1724
USA Financial Formulas
Michigan
$78K +$71.8K +1,186 New
APC
1725
Aspire Private Capital
North Carolina
$74K -$727 -12 -1%

GE Hedge Fund Activity: Q1 2021 in Review

1,900 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q1 2021, worth a combined $73.9B — up 24% from $59.4B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new GE positions and 130 closed out — a net gain of 25 holders — while 687 added to existing stakes and 766 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $955M. The largest seller was Vulcan Value Partners, cutting an estimated $284M.

  • 1,900 institutional investors held GE Aerospace (GE) as of Q1 2021, up from 1,894 in Q4 2020.
  • Funds reported $73.9B of GE Aerospace stock for Q1 2021, up 24% quarter-over-quarter.
  • 155 funds opened new GE Aerospace positions in Q1 2021 and 130 closed out, a net change of +25 holders.
  • The largest GE Aerospace buyer in Q1 2021 was T. Rowe Price Associates, an estimated $955M added.
  • The largest GE Aerospace seller in Q1 2021 was Vulcan Value Partners, an estimated $284M sold.

Based on aggregated 13F filings for Q1 2021.