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GE Aerospace

2,029 hedge funds and large institutions have $145B invested in GE Aerospace in 2016 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 792 increasing their positions, 951 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 70

0.14% less ownership

Funds ownership: 11.58%11.44% (-0.14%)

1% less funds holding

Funds holding: 2,0432,029 (-14)

4% less call options, than puts

Call options by funds: $2.42B | Put options by funds: $2.51B

10% less capital invested

Capital invested by funds: $161B → $145B (-$16.3B)

17% less repeat investments, than reductions

Existing positions increased: 792 | Existing positions reduced: 951

24% less funds holding in top 10

Funds holding in top 10: 573435 (-138)

Holders
2,029
Holders Change
-14
Holders Change %
-0.69%
% of All Funds
54.14%
Holding in Top 10
435
Holding in Top 10 Change
-138
Holding in Top 10 Change %
-24.08%
% of All Funds
11.61%
New
78
Increased
792
Reduced
951
Closed
70
Calls
$2.42B
Puts
$2.51B
Net Calls
-$97.9M
Net Calls Change
-$1.2B
Name Holding Trade Value Shares
Change
Change in
Stake
WBG
1776
Wharton Business Group
Pennsylvania
$439K
BWM
1777
BerganKDV Wealth Management
Minnesota
$437K -$156K -1,047 -25%
PAA
1778
Peregrine Asset Advisers
Oregon
$436K -$26.1K -175 -5%
BA
1779
Bennicas & Associates
California
$434K -$196K -1,315 -30%
LIA
1780
LBMC Investment Advisors
Tennessee
$434K +$125K +841 +38%
CF
1781
Corrigan Financial
Rhode Island
$433K +$3.73K +25 +0.8%
HCM
1782
HM Capital Management
Missouri
$431K -$3.88K -26 -0.9%
NG
1783
NatWest Group
United Kingdom
$430K -$119K -800 -21%
MAA
1784
Mraz Amerine & Associates
California
$430K +$149 +1 +0%
AWM
1785
Avior Wealth Management
Nebraska
$428K -$10.6K -71 -2%
CIC
1786
Chase Investment Counsel
Virginia
$426K +$109K +730 +32%
SG
1787
Swarthmore Group
Pennsylvania
$423K
CCMW
1788
Cypress Capital Management (Wyoming)
Wyoming
$422K
MBT
1789
Monroe Bank & Trust
Michigan
$422K -$40K -268 -8%
SSIA
1790
Spero-Smith Investment Advisers
Ohio
$422K +$49.4K +331 +13%
TCM
1791
Tradewinds Capital Management
Washington
$418K +$87.7K +588 +25%
ACH
1792
ArrowMark Colorado Holdings
Colorado
$414K
WCM
1793
Windward Capital Management
California
$414K +$190K +1,276 +78%
CWM
1794
Cedar Wealth Management
California
$411K +$298 +2 +0.1%
BBPWM
1795
Blue Bell Private Wealth Management
Pennsylvania
$410K +$1.79K +12 +0.4%
HCA
1796
Harbour Capital Advisors
Virginia
$405K -$38.6K -259 -8%
SC
1797
Saturna Capital
Washington
$404K
FWP
1798
FAS Wealth Partners
Kansas
$404K +$47K +315 +12%
CISOA
1799
Capital Investment Services of America
Wisconsin
$401K -$51.3K -344 -11%
CWP
1800
Capital Wealth Planning
Florida
$400K

GE Hedge Fund Activity: Q3 2016 in Review

2,029 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q3 2016, worth a combined $145B — down 10% from $161B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new GE positions and 70 closed out — a net gain of 8 holders — while 792 added to existing stakes and 951 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $486M. The largest seller was General Electric, exiting entirely with an estimated $1.34B sold.

  • 2,029 institutional investors held GE Aerospace (GE) as of Q3 2016, down from 2,043 in Q2 2016.
  • Funds reported $145B of GE Aerospace stock for Q3 2016, down 10% quarter-over-quarter.
  • 78 funds opened new GE Aerospace positions in Q3 2016 and 70 closed out, a net change of +8 holders.
  • The largest GE Aerospace buyer in Q3 2016 was JP Morgan Chase, an estimated $486M added.
  • The largest GE Aerospace seller in Q3 2016 was General Electric, an estimated $1.34B sold.

Based on aggregated 13F filings for Q3 2016.