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GE Aerospace

1,940 hedge funds and large institutions have $65B invested in GE Aerospace in 2018 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 633 increasing their positions, 1,021 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 3338 (+5)

1% more capital invested

Capital invested by funds: $64.6B → $65B (+$365M)

0.06% less ownership

Funds ownership: 11.53%11.46% (-0.06%)

2% less funds holding

Funds holding: 1,9861,940 (-46)

19% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 135

38% less repeat investments, than reductions

Existing positions increased: 633 | Existing positions reduced: 1,021

51% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $2.55B

Holders
1,940
Holders Change
-46
Holders Change %
-2.32%
% of All Funds
44.4%
Holding in Top 10
38
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.15%
% of All Funds
0.87%
New
110
Increased
633
Reduced
1,021
Closed
135
Calls
$1.26B
Puts
$2.55B
Net Calls
-$1.29B
Net Calls Change
-$70.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
1801
Welch Group
Alabama
$109K -$16.1K -241 -13%
MCM
1802
Mainstay Capital Management
Michigan
$105K +$23.4K +351 +28%
FBT
1803
First Bank & Trust
South Dakota
$104K +$1.07K +16 +1%
PCP
1804
Proficio Capital Partners
Massachusetts
$102K +$47K +704 +82%
PCFFS
1805
Pacific Center for Financial Services
California
$99K
RCWMU
1806
Rothschild & Co Wealth Management (UK)
United Kingdom
$98K
KPCM
1807
Kings Point Capital Management
New York
$97K -$27.8K -417 -22%
CAL
1808
Capital Advisors Ltd
Ohio
$94K
TIM
1809
Tortoise Investment Management
New York
$94K
SAM
1810
Shamrock Asset Management
Texas
$93K
MBT
1811
Monroe Bank & Trust
Michigan
$92K
SPL
1812
Smart Portfolios LLC
Washington
$92K +$41.8K +626 +80%
PFGIA
1813
Patriot Financial Group Insurance Agency
Massachusetts
$91K -$292K -4,377 -76%
CAM
1814
CenterStar Asset Management
Illinois
$91K
WA
1815
WP Advisors
California
$90K +$92K +1,380 New
FCMT
1816
Founders Capital Management (Texas)
Texas
$89K -$401K -6,018 -82%
FWC
1817
First Washington Corp
Washington
$88K
PA
1818
Perennial Advisors
New York
$87K
APSP
1819
Asset Planning Services (Pennsylvania)
Pennsylvania
$87K +$200 +3 +0.2%
MI
1820
Markston International
New York
$86K -$116K -1,733 -57%
LF
1821
Lee Financial
Texas
$85K -$11.7K -175 -12%
RWG
1822
Regal Wealth Group
California
$85K +$3.27K +49 +4%
ACM
1823
AUA Capital Management
Pennsylvania
$82K
PW
1824
Price Wealth
Texas
$82K +$43.2K +648 +107%
WC
1825
Whitney & Co
New York
$80K

GE Hedge Fund Activity: Q2 2018 in Review

1,940 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q2 2018, worth a combined $65B — up 0.56% from $64.6B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of GE and 110 opened new positions — a net loss of 25 holders — while 1,021 trimmed existing stakes and 633 added.

The largest buyer was Fidelity Investments, adding an estimated $1.76B. The largest seller was Capital Research Global Investors, cutting an estimated $972M.

  • 1,940 institutional investors held GE Aerospace (GE) as of Q2 2018, down from 1,986 in Q1 2018.
  • Funds reported $65B of GE Aerospace stock for Q2 2018, up 0.56% quarter-over-quarter.
  • 110 funds opened new GE Aerospace positions in Q2 2018 and 135 closed out, a net change of -25 holders.
  • The largest GE Aerospace buyer in Q2 2018 was Fidelity Investments, an estimated $1.76B added.
  • The largest GE Aerospace seller in Q2 2018 was Capital Research Global Investors, an estimated $972M sold.

Based on aggregated 13F filings for Q2 2018.