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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
ACS
1826
Archford Capital Strategies
Illinois
$121K +$107K +1,439 New
PFA
1827
Pathway Financial Advisors
Vermont
$119K
SAM
1828
Security Asset Management
New York
$118K -$289K -3,907 -68%
MCWS
1829
McKinley Carter Wealth Services
West Virginia
$117K -$71.1K -960 -35%
MFT
1830
Moisand Fitzgerald Tamayo
Florida
$117K +$6.22K +84 +5%
MYIA
1831
Mount Yale Investment Advisors
Colorado
$116K +$133K +1,800 New
QAM
1832
QCI Asset Management
New York
$114K -$27.9K -376 -18%
KA
1833
Kaizen Advisory
Illinois
$113K
NC
1834
Northpointe Capital
Michigan
$112K -$1.02M -13,809 -89%
LWM
1835
Lenox Wealth Management
Ohio
$111K -$132K -1,786 -51%
CRM
1836
Cramer Rosenthal McGlynn
Connecticut
$111K
CAGAS
1837
Capital Advisory Group Advisory Services
Minnesota
$111K +$128K +1,734 New
TCM
1838
TD Capital Management
Tennessee
$110K +$1.63K +22 +1%
TFO
1839
Tarbox Family Office
California
$108K -$3.19K -43 -3%
CFD
1840
Creative Financial Designs
Indiana
$108K +$31.7K +428 +34%
BWP
1841
Baldwin Wealth Partners
Massachusetts
$106K -$661K -8,921 -84%
SAM
1842
Shamrock Asset Management
Texas
$105K
BCP
1843
Blue Chip Partners
Michigan
$104K +$119K +1,607 New
AIS
1844
Accurate Investment Solutions
Pennsylvania
$103K -$7.04K -95 -6%
CAL
1845
Capital Analysts LLC
Pennsylvania
$102K -$69.9K -943 -37%
FBT
1846
First Bank & Trust
South Dakota
$102K +$23.3K +314 +25%
GFP
1847
Gryphon Financial Partners
Ohio
$99K -$55K -742 -33%
PCFFS
1848
Pacific Center for Financial Services
California
$98K
RCWMU
1849
Rothschild & Co Wealth Management (UK)
United Kingdom
$97K
OFS
1850
Orrstown Financial Services
Pennsylvania
$97K +$8.6K +116 +8%

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.