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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
MIP
1926
Mondrian Investment Partners
United Kingdom
$31K
EMG
1927
ETF Managers Group
New Jersey
$31K +$4.59K +62 +14%
SWMG
1928
Signature Wealth Management Group
Georgia
$30K -$21.7K -293 -39%
SMG
1929
Spectrum Management Group
Indiana
$30K -$9.85K -133 -22%
JAM
1930
Jolley Asset Management
North Carolina
$29K -$1.85M -25,035 -98%
CHP
1931
Cable Hill Partners
Oregon
$29K -$57.9K -782 -63%
ML
1932
McAdam LLC
Pennsylvania
$29K +$33.3K +449 New
IF
1933
Ironwood Financial
Arizona
$27K -$5.71K -77 -15%
BAM
1934
Bruderman Asset Management
New York
$27K +$30.7K +415 New
EP
1935
Edinburgh Partners
United Kingdom
$26K
KAS
1936
Kemnay Advisory Services
New York
$26K
RBC
1937
Roble Belko & Company
Pennsylvania
$26K
MAM
1938
Meeder Asset Management
Ohio
$25K +$14K +189 +92%
LWA
1939
Lenox Wealth Advisors
New York
$24K +$17.3K +234 +180%
T2I
1940
Turim 21 Investimentos
Brazil
$23K
PGA
1941
Premia Global Advisors
Florida
$20K -$12.2K -164 -33%
ACA
1942
Atlas Capital Advisors
Wyoming
$19.5K +$22.3K +301 New
LYV
1943
Live Your Vision
Pennsylvania
$19K -$122K -1,651 -85%
PRS
1944
Pinkerton Retirement Specialists
Idaho
$19K -$3.19K -43 -13%
SHJ
1945
Sharkey, Howes & Javer
Colorado
$19K
TCM
1946
Tributary Capital Management
Nebraska
$19K +$21.5K +290 New
OBWP
1947
O'Brien Wealth Partners
Massachusetts
$18K +$20.7K +280 New
AWMS
1948
Advocacy Wealth Management Services
Georgia
$15K
AWM
1949
Aevitas Wealth Management
Massachusetts
$15K
CCMIC
1950
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$15K

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.