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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
JIR
1926
James Investment Research
Ohio
$151K -$12.4K -96 -7%
LWM
1927
LBA Wealth Management
Florida
$146K -$5.97K -46 -4%
HCM
1928
Horrell Capital Management
Arkansas
$146K
IMS
1929
Index Management Solutions
Pennsylvania
$136K +$18.2K +140 +15%
SGC
1930
South Georgia Capital
Illinois
$135K -$29.7K -229 -18%
CWM
1931
Cranbrook Wealth Management
Michigan
$132K -$18.8K -145 -12%
DMK
1932
David M. Knott
$128K
PFG
1933
Piershale Financial Group
Illinois
$120K +$6.61K +51 +6%
WA
1934
Winfield Associates
Ohio
$118K +$3.11K +24 +3%
RPG
1935
Risk Paradigm Group
Texas
$116K +$5.45K +42 +5%
RBC
1936
Roble Belko & Company
Pennsylvania
$108K -$4.15K -32 -4%
AFS
1937
Aft Forsyth & Sober
Florida
$106K
SFG
1938
Sage Financial Group
Pennsylvania
$106K
SAC
1939
Smith Affiliated Capital
New York
$102K
WP
1940
WealthPLAN Partners
Nebraska
$100K -$86.6K -668 -46%
EMA
1941
Efficient Market Advisors
California
$100K -$778 -6 -0.8%
WCM
1942
Wealthcare Capital Management
Virginia
$96K -$75.7K -584 -44%
TFO
1943
Tarbox Family Office
California
$94K -$7.39K -57 -7%
LWA
1944
Lenox Wealth Advisors
New York
$94K -$130 -1 -0.1%
TAM
1945
Trust Asset Management
Texas
$90K -$1.09M -8,385 -92%
N
1946
Nuveen
North Carolina
$88.2K -$1.19M -9,198 -1%
HA
1947
Harfst & Associates
Wyoming
$88K +$89.4K +689 New
RAM
1948
Riggs Asset Management
Pennsylvania
$82K +$49.9K +385 +150%
IP
1949
Isthmus Partners
Wisconsin
$81K
RI
1950
Redwood Investments
Massachusetts
$79K

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.