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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
SIS
1901
Sound Income Strategies
Florida
$51K +$8.96K +121 +18%
SPL
1902
Smart Portfolios LLC
Washington
$51K +$57.9K +782 New
SQA
1903
Simon Quick Advisors
New Jersey
$48K -$135K -1,820 -71%
PWM
1904
Perigon Wealth Management
California
$46K -$313K -4,231 -86%
TAM
1905
Trust Asset Management
Texas
$46K
FFW
1906
Fusion Family Wealth
New York
$44K +$3.19K +43 +7%
PS
1907
Portfolio Solutions
Michigan
$44K +$12.8K +173 +34%
CCA
1908
Clearwater Capital Advisors
Illinois
$44K +$50.4K +680 New
RFWA
1909
RPg Family Wealth Advisory
Massachusetts
$43.3K -$22.8K -308 -31%
SMFG
1910
Sumitomo Mitsui Financial Group
Japan
$43K +$49K +662 New
FEG
1911
Financial Enhancement Group
Indiana
$43K +$49.9K +673 New
OPWM
1912
Oak Point Wealth Management
Michigan
$42K -$147K -1,978 -75%
HCM
1913
Horrell Capital Management
Arkansas
$40K
TA
1914
Townsend & Associates
Colorado
$40K +$15.5K +209 +51%
SA
1915
SRH Advisors
Kansas
$40K +$21.2K +286 +85%
BC
1916
Barnett & Company
Tennessee
$40K +$46.4K +626 New
PW
1917
Price Wealth
Texas
$39K +$6.37K +86 +16%
LFG
1918
LifePlan Financial Group
Ohio
$38K -$300K -4,048 -87%
TJHA
1919
Thomas J. Herzfeld Advisors
Florida
$36K -$6.67K -90 -14%
PS
1920
Portfolio Strategies
New York
$35K +$26.8K +362 +199%
PWAG
1921
Polaris Wealth Advisory Group
California
$35K +$40.1K +541 New
OGC
1922
Oak Grove Capital
New Hampshire
$34K +$38.7K +522 New
RA
1923
Rational Advisors
New York
$33K -$1.13M -15,260 -97%
MIM
1924
Macroview Investment Management
Maryland
$33K +$37.5K +506 New
TC
1925
Trilogy Capital
California
$33K +$37.5K +506 New

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.