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GE Aerospace

2,001 hedge funds and large institutions have $150B invested in GE Aerospace in 2015 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 735 increasing their positions, 957 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 64

21% more funds holding in top 10

Funds holding in top 10: 405489 (+84)

9% more capital invested

Capital invested by funds: $138B → $150B (+$12.1B)

1% more funds holding

Funds holding: 1,9772,001 (+24)

5% less call options, than puts

Call options by funds: $2.17B | Put options by funds: $2.3B

23% less repeat investments, than reductions

Existing positions increased: 735 | Existing positions reduced: 957

158.09% less ownership

Funds ownership: 1,717.27%1,559.18% (-158%)

Holders
2,001
Holders Change
+24
Holders Change %
+1.21%
% of All Funds
53.89%
Holding in Top 10
489
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+20.74%
% of All Funds
13.17%
New
110
Increased
735
Reduced
957
Closed
64
Calls
$2.17B
Puts
$2.3B
Net Calls
-$126M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
WHRC
1851
W.H. Reaves & Co
New Jersey
$279K
DA
1852
DSC Advisors
Illinois
$279K +$284K +2,193 New
KIA
1853
King Investment Advisors
Texas
$278K -$888K -6,851 -76%
AEPG
1854
American Economic Planning Group
New Jersey
$277K +$3.89K +30 +1%
PFM
1855
Phillips Financial Management
Indiana
$275K -$183K -1,411 -40%
RAM
1856
Roanoke Asset Management
New Jersey
$274K
TIM
1857
Tortoise Investment Management
New York
$273K -$13.5K -104 -5%
H
1858
Hexavest
Quebec, Canada
$273K
LYV
1859
Live Your Vision
Pennsylvania
$271K +$130 +1 +0%
GAM
1860
Gould Asset Management
California
$270K -$7K -54 -2%
DBG
1861
De Burlo Group
Massachusetts
$269K
JCM
1862
Jag Capital Management
Missouri
$269K +$48.6K +375 +22%
DFIM
1863
Detwiler Fenton Investment Management
Massachusetts
$267K -$66.9K -516 -20%
HFS
1864
Haverford Financial Services
Pennsylvania
$266K -$15.2K -117 -5%
VA
1865
Valmark Advisers
Ohio
$266K -$9.86K -76 -4%
NP
1866
NorthRock Partners
Minnesota
$265K -$9.99K -77 -4%
IFB
1867
iAB Financial Bank
Indiana
$263K -$1.3K -10 -0.5%
TCM
1868
Tradewinds Capital Management
Washington
$262K -$30.7K -237 -10%
USGIU
1869
U.S. Global Investors (USGI)
Texas
$260K +$265K +2,045 New
MGAM
1870
McGowan Group Asset Management
Texas
$258K -$9.34K -72 -3%
SIA
1871
Sit Investment Associates
Minnesota
$256K -$529K -4,079 -67%
OAM
1872
Occidental Asset Management
California
$256K
SGS
1873
Sterling Global Strategies
California
$255K +$130 +1 +0%
HF
1874
Hoxton Financial
West Virginia
$253K +$6.36K +49 +3%
BC
1875
Barnett & Company
Tennessee
$249K -$22.3K -172 -8%

GE Hedge Fund Activity: Q2 2015 in Review

2,001 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q2 2015, worth a combined $150B — up 8.8% from $138B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new GE positions and 64 closed out — a net gain of 46 holders — while 735 added to existing stakes and 957 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.14B. The largest seller was State Street, cutting an estimated $619M.

  • 2,001 institutional investors held GE Aerospace (GE) as of Q2 2015, up from 1,977 in Q1 2015.
  • Funds reported $150B of GE Aerospace stock for Q2 2015, up 8.8% quarter-over-quarter.
  • 110 funds opened new GE Aerospace positions in Q2 2015 and 64 closed out, a net change of +46 holders.
  • The largest GE Aerospace buyer in Q2 2015 was Fidelity Investments, an estimated $2.14B added.
  • The largest GE Aerospace seller in Q2 2015 was State Street, an estimated $619M sold.

Based on aggregated 13F filings for Q2 2015.