We are live on ! Find out more
GE icon

GE Aerospace

2,054 hedge funds and large institutions have $165B invested in GE Aerospace in 2015 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 744 increasing their positions, 969 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 75

26% more funds holding in top 10

Funds holding in top 10: 498626 (+128)

14% more capital invested

Capital invested by funds: $145B → $165B (+$19.9B)

4% more funds holding

Funds holding: 1,9742,054 (+80)

2% more call options, than puts

Call options by funds: $3.55B | Put options by funds: $3.49B

23% less repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 969

1,238.18% less ownership

Funds ownership: 1,249.9%11.72% (-1,238%)

Holders
2,054
Holders Change
+80
Holders Change %
+4.05%
% of All Funds
53.87%
Holding in Top 10
626
Holding in Top 10 Change
+128
Holding in Top 10 Change %
+25.7%
% of All Funds
16.42%
New
188
Increased
744
Reduced
969
Closed
75
Calls
$3.55B
Puts
$3.49B
Net Calls
+$59.7M
Net Calls Change
+$74M
Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
1751
BOK Financial Private Wealth
Colorado
$585K
ACM
1752
Alta Capital Management
Utah
$585K +$191K +1,345 +52%
SIAS
1753
Shine Investment Advisory Services
Colorado
$580K -$110K -772 -17%
KP
1754
Keel Point
Alabama
$580K +$5.11K +36 +0.9%
PWMAG
1755
Pinnacle Wealth Management Advisory Group
New Jersey
$576K -$5.96K -42 -1%
AA
1756
AlphaMark Advisors
Kentucky
$575K +$19.2K +135 +4%
TAM
1757
Trillium Asset Management
Massachusetts
$572K +$3.13K +22 +0.6%
AOWM
1758
Alpha Omega Wealth Management
Virginia
$571K +$543K +3,822 New
VCM
1759
Violich Capital Management
California
$569K -$5.54K -39 -1%
PBO
1760
Peoples Bank (Ohio)
Ohio
$567K +$539K +3,797 New
LI
1761
Lafayette Investments
Maryland
$565K -$10.4K -73 -2%
RMC
1762
Regis Management Company
California
$564K +$537K +3,779 New
AIA
1763
AIMZ Investment Advisors
California
$561K -$3.83K -27 -0.7%
TCB
1764
Texas Capital Bancshares
Texas
$560K -$104K -735 -16%
AWA
1765
AmeriServ Wealth Advisors
Pennsylvania
$557K +$34.9K +246 +7%
DWM
1766
Dakota Wealth Management
Florida
$556K
RCS
1767
Retirement Capital Strategies
California
$555K +$142 +1 +0%
MIP
1768
Marietta Investment Partners
Wisconsin
$555K +$178K +1,252 +51%
FAM
1769
Fenimore Asset Management
New York
$554K -$11.8K -83 -2%
MAM
1770
Mastrapasqua Asset Management
Tennessee
$548K -$21.7K -153 -4%
WCM
1771
Weik Capital Management
Pennsylvania
$547K -$14.9K -105 -3%
AAS
1772
Annex Advisory Services
Wisconsin
$544K +$4.4K +31 +0.9%
EDRIA
1773
Edmonds Duncan Registered Investment Advisors
Kansas
$543K +$516K +3,635 New
RC
1774
Reik & Co
New York
$541K
AWM
1775
Affinity Wealth Management
Delaware
$539K -$21.9K -154 -4%

GE Hedge Fund Activity: Q4 2015 in Review

2,054 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q4 2015, worth a combined $165B — up 14% from $145B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new GE positions and 75 closed out — a net gain of 113 holders — while 744 added to existing stakes and 969 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $369M. The largest seller was Franklin Resources, cutting an estimated $834M.

  • 2,054 institutional investors held GE Aerospace (GE) as of Q4 2015, up from 1,974 in Q3 2015.
  • Funds reported $165B of GE Aerospace stock for Q4 2015, up 14% quarter-over-quarter.
  • 188 funds opened new GE Aerospace positions in Q4 2015 and 75 closed out, a net change of +113 holders.
  • The largest GE Aerospace buyer in Q4 2015 was Janus Henderson Investors US, an estimated $369M added.
  • The largest GE Aerospace seller in Q4 2015 was Franklin Resources, an estimated $834M sold.

Based on aggregated 13F filings for Q4 2015.