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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
RPGK
1776
Retirement Planning Group (Kansas)
Kansas
$217K -$179K -1,425 -47%
TIM
1777
Tortoise Investment Management
New York
$217K
PC
1778
Pecaut & Co
Iowa
$216K +$202K +1,607 New
FMP
1779
Financial Management Professionals
Texas
$215K -$42.1K -334 -17%
HCA
1780
Horan Capital Advisors
Ohio
$214K +$200K +1,591 New
NOCM
1781
Night Owl Capital Management
Connecticut
$212K +$199K +1,580 New
RCM
1782
Reynolds Capital Management
Nevada
$210K +$197K +1,565 New
GAM
1783
Gould Asset Management
California
$208K +$195K +1,548 New
CG
1784
Corundum Group
Colorado
$207K +$194K +1,539 New
PFA
1785
Pure Financial Advisors
California
$207K +$194K +1,540 New
AEPG
1786
American Economic Planning Group
New Jersey
$205K +$192K +1,526 New
DMC
1787
Drexel Morgan & Co
Pennsylvania
$203K -$10.3K -82 -5%
OCM
1788
Osterweis Capital Management
California
$200K +$187K +1,488 New
CIS
1789
Capital International Sarl
California
$188K +$68.3K +542 +63%
FA
1790
Financial Advantage
Maryland
$187K
TDC
1791
Thompson Davis & Co
Virginia
$183K +$172K +1,364 New
SHWM
1792
Smith & Howard Wealth Management
Georgia
$182K -$37.8K -300 -18%
CFN
1793
Cordasco Financial Network
Florida
$177K +$166K +1,319 New
HCM
1794
Horrell Capital Management
Arkansas
$153K
AIM
1795
Acuity Investment Management
Ontario, Canada
$152K -$1.35M -10,746 -91%
NHFG
1796
New Harbor Financial Group
Massachusetts
$151K +$5.29K +42 +4%
CP
1797
Corbenic Partners
Pennsylvania
$139K
LWA
1798
Lenox Wealth Advisors
New York
$125K +$71.9K +571 +160%
JG
1799
Jefferies Group
New York
$123K -$346K -2,745 -75%
LWM
1800
LBA Wealth Management
Florida
$119K +$111K +883 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.