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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
CFG
1876
CKW Financial Group
Hawaii
$73K
PO
1877
Private Ocean
California
$72K +$62.4K +842 +299%
KFA
1878
Kays Financial Advisory
Georgia
$71K -$323K -4,356 -80%
ES
1879
Equitec Specialists
Illinois
$71K -$289K -3,902 -78%
SP
1880
SWS Partners
Ohio
$69K +$593 +8 +0.7%
CI
1881
CAZ Investments
Texas
$67K +$77.3K +1,043 New
IP
1882
Isthmus Partners
Wisconsin
$66K
CCMW
1883
Cypress Capital Management (Wyoming)
Wyoming
$65K -$38.2K -515 -34%
PFO
1884
Pathstone Family Office
New Jersey
$65K -$3.78K -51 -5%
CM
1885
Caption Management
Oklahoma
$65K +$74.2K +1,002 New
TC
1886
Trust Company
Kansas
$64K -$166K -2,245 -69%
AW
1887
Alpha Windward
Massachusetts
$61K -$85.6K -1,156 -55%
CI
1888
Capital International
California
$59K -$693K -9,357 -91%
LWS
1889
Lucia Wealth Services
California
$59K +$67.7K +914 New
EARNEST Partners
1890
EARNEST Partners
Georgia
$56K
BA
1891
Ballew Advisors
Mississippi
$56K +$63.8K +861 New
EWM
1892
Edge Wealth Management
New York
$55K -$7.18M -96,909 -99%
PCP
1893
Proficio Capital Partners
Massachusetts
$55K -$54.6K -737 -46%
HWP
1894
Hefty Wealth Partners
Indiana
$54K -$161K -2,171 -72%
CIM
1895
Contravisory Investment Management
Massachusetts
$54K
SFG
1896
Sage Financial Group
Pennsylvania
$54K
CWM
1897
Cedar Wealth Management
California
$54K +$1.85K +25 +3%
WA
1898
WealthTrust-Arizona
Arizona
$54K +$3.48K +47 +6%
TI
1899
Truepoint Inc
Ohio
$53.2K -$787K -10,623 -99%
MIFH
1900
Migdal Insurance & Financial Holdings
Israel
$53K +$43.5K +587 +256%

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.