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GE Aerospace

1,986 hedge funds and large institutions have $64.6B invested in GE Aerospace in 2018 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 610 increasing their positions, 1,122 reducing their positions, and 214 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% less ownership

Funds ownership: 11.83%11.53% (-0.31%)

6% less funds holding

Funds holding: 2,1061,986 (-120)

25% less capital invested

Capital invested by funds: $85.7B → $64.6B (-$21.1B)

34% less funds holding in top 10

Funds holding in top 10: 5033 (-17)

44% less first-time investments, than exits

New positions opened: 119 | Existing positions closed: 214

46% less repeat investments, than reductions

Existing positions increased: 610 | Existing positions reduced: 1,122

46% less call options, than puts

Call options by funds: $1.41B | Put options by funds: $2.63B

Holders
1,986
Holders Change
-120
Holders Change %
-5.7%
% of All Funds
45.51%
Holding in Top 10
33
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-34%
% of All Funds
0.76%
New
119
Increased
610
Reduced
1,122
Closed
214
Calls
$1.41B
Puts
$2.63B
Net Calls
-$1.22B
Net Calls Change
-$96.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RPG
1751
Risk Paradigm Group
Texas
$161K -$90.1K -1,216 -33%
CA
1752
CapWealth Advisors
Tennessee
$161K -$207K -2,796 -53%
ODG
1753
O'Dell Group
Ohio
$161K -$82.4K -1,112 -31%
CWM
1754
Cabot Wealth Management
Massachusetts
$161K -$16.8K -227 -8%
WIP
1755
Wellesley Investment Partners
Massachusetts
$160K -$149K -2,010 -45%
KM
1756
Kalos Management
Georgia
$160K -$40.1K -541 -18%
AAS
1757
Annex Advisory Services
Wisconsin
$160K -$13.7K -185 -7%
PCM
1758
PenderFund Capital Management
British Columbia, Canada
$160K
TAM
1759
Trillium Asset Management
Massachusetts
$159K -$50.6K -683 -22%
PG
1760
Patten Group
Tennessee
$158K -$168K -2,262 -48%
WWM
1761
Willingdon Wealth Management
North Carolina
$158K -$137K -1,853 -43%
CCA
1762
Conservest Capital Advisors
Pennsylvania
$158K -$88.5K -1,195 -33%
PCMK
1763
Paragon Capital Management (Kansas)
Kansas
$158K -$17K -230 -9%
AHB
1764
Abner Herrman & Brock
New Jersey
$157K -$147K -1,979 -45%
B
1765
Brightworth
Georgia
$157K -$23.6K -318 -12%
FQ
1766
First Quadrant
California
$156K -$3.29M -44,446 -95%
WCM
1767
Wedge Capital Management
North Carolina
$156K +$21.6K +292 +14%
SIA
1768
Starfire Investment Advisers
Michigan
$155K -$133K -1,789 -43%
IG
1769
Ithaka Group
Virginia
$155K
PFC
1770
Poplar Forest Capital
California
$155K
LBC
1771
Lawrence B. Cohen
$153K -$169K -2,283 -49%
NPP
1772
New Potomac Partners
Maryland
$152K -$24.7K -333 -12%
GWS
1773
Glassman Wealth Services
Virginia
$152K +$87.7K +1,183 +101%
CWM
1774
Confluence Wealth Management
Oregon
$151K -$6.15K -83 -3%
AWCI
1775
Alpine Woods Capital Investors
New York
$151K

GE Hedge Fund Activity: Q1 2018 in Review

1,986 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q1 2018, worth a combined $64.6B — down 25% from $85.7B a quarter earlier.

Sellers outnumbered buyers: 214 funds closed out of GE and 119 opened new positions — a net loss of 95 holders — while 1,122 trimmed existing stakes and 610 added.

The largest buyer was Capital Research Global Investors, adding an estimated $448M. The largest seller was Capital World Investors, cutting an estimated $757M.

  • 1,986 institutional investors held GE Aerospace (GE) as of Q1 2018, down from 2,106 in Q4 2017.
  • Funds reported $64.6B of GE Aerospace stock for Q1 2018, down 25% quarter-over-quarter.
  • 119 funds opened new GE Aerospace positions in Q1 2018 and 214 closed out, a net change of -95 holders.
  • The largest GE Aerospace buyer in Q1 2018 was Capital Research Global Investors, an estimated $448M added.
  • The largest GE Aerospace seller in Q1 2018 was Capital World Investors, an estimated $757M sold.

Based on aggregated 13F filings for Q1 2018.