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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
BP
1776
Broadleaf Partners
Ohio
$151K
EWA
1777
Exencial Wealth Advisors
Oklahoma
$150K -$43.4K -586 -20%
IWA
1778
Intercontinental Wealth Advisors
Texas
$150K +$7.33K +99 +4%
SFG
1779
Sather Financial Group
Texas
$149K +$171K +2,313 New
CTI
1780
Community Trust & Investment
Kentucky
$148K -$303K -4,093 -64%
SLF
1781
Sun Life Financial
Ontario, Canada
$147K -$1.03M -13,869 -97%
FUBT
1782
First United Bank & Trust
Maryland
$147K -$10.4K -141 -6%
CPC
1783
Congress Park Capital
New York
$146K -$766K -10,339 -82%
DPI
1784
Diversified Portfolios Inc
Michigan
$146K -$32.2K -434 -16%
PP
1785
PDS Planning
Ohio
$146K -$29.6K -400 -15%
HCM
1786
Hodges Capital Management
Texas
$144K -$361K -4,874 -69%
CC
1787
Cornerstone Capital
California
$144K -$53.3K -719 -24%
XSC
1788
X-Square Capital
Puerto Rico
$144K +$296 +4 +0.2%
SCM
1789
Silvant Capital Management
Georgia
$144K +$163K +2,204 New
WHG
1790
Westwood Holdings Group
Texas
$143K -$593 -8 -0.4%
NPF
1791
Norris Perne & French
Michigan
$143K +$3.11K +42 +2%
FIM
1792
Foresters Investment Management
New York
$142K -$18.8M -253,296 -99%
WMC
1793
Westwood Management Corporation
Illinois
$142K
SGA
1794
Strategic Global Advisors
California
$141K
AWM
1795
Avior Wealth Management
Nebraska
$141K +$12.7K +172 +9%
CIC
1796
Cornercap Investment Counsel
Georgia
$140K -$2.3K -31 -1%
CCM
1797
Carlson Capital Management
Minnesota
$139K -$30.7K -414 -16%
CEP
1798
Chicago Equity Partners
Illinois
$139K -$13.4K -181 -8%
GWM
1799
Greenwich Wealth Management
Connecticut
$139K +$160K +2,158 New
DRD
1800
Dennis R. Delaney
$138K -$1.56K -21 -1%

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.