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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
PCM
1751
Prelude Capital Management
New York
$259K +$151K +1,200 +164%
AAM
1752
American Asset Management
Florida
$258K +$242K +1,921 New
WA
1753
WealthTrust-Arizona
Arizona
$253K +$37.9K +301 +19%
IG
1754
Ithaka Group
Virginia
$252K
FWC
1755
First Washington Corp
Washington
$252K +$65.7K +522 +38%
DSN
1756
D. Scott Neal
Kentucky
$248K +$233K +1,847 New
MCM
1757
McKinley Capital Management
Alaska
$247K +$222K +1,763 +2,290%
WCF
1758
West Coast Financial
California
$245K -$3.53K -28 -2%
ST
1759
Sentinel Trust
Texas
$242K -$27.6K -219 -11%
IC
1760
InterOcean Capital
Illinois
$240K +$225K +1,783 New
WA
1761
Winfield Associates
Ohio
$239K +$225K +1,783 New
LWI
1762
Long Wharf Investors
Massachusetts
$238K
USGIU
1763
U.S. Global Investors (USGI)
Texas
$238K
CIC
1764
Chase Investment Counsel
Virginia
$238K +$223K +1,774 New
UGIF
1765
US Global Investors Funds
Maine
$238K +$223K +1,774 New
MSU
1766
Maple Securities USA
New Jersey
$237K -$3.45M -27,365 -94%
BIM
1767
Barton Investment Management
Pennsylvania
$237K
TF
1768
Trutina Financial
Washington
$236K -$21.7K -172 -9%
SAM
1769
Smithbridge Asset Management
Pennsylvania
$236K
ZF
1770
Zhang Financial
Michigan
$234K +$219K +1,740 New
GJCM
1771
Grand Jean Capital Management
California
$230K -$59.3K -471 -22%
CFA
1772
Capstone Financial Advisors
Illinois
$229K +$215K +1,705 New
LIA
1773
LBMC Investment Advisors
Tennessee
$225K +$211K +1,673 New
CAL
1774
Capital Advisors Ltd
Ohio
$225K +$211K +1,677 New
TBA
1775
Train Babcock Advisors
New York
$224K +$210K +1,670 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.