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GE Aerospace

2,029 hedge funds and large institutions have $145B invested in GE Aerospace in 2016 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 792 increasing their positions, 951 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 70

0.14% less ownership

Funds ownership: 11.58%11.44% (-0.14%)

1% less funds holding

Funds holding: 2,0432,029 (-14)

4% less call options, than puts

Call options by funds: $2.42B | Put options by funds: $2.51B

10% less capital invested

Capital invested by funds: $161B → $145B (-$16.3B)

17% less repeat investments, than reductions

Existing positions increased: 792 | Existing positions reduced: 951

24% less funds holding in top 10

Funds holding in top 10: 573435 (-138)

Holders
2,029
Holders Change
-14
Holders Change %
-0.69%
% of All Funds
54.14%
Holding in Top 10
435
Holding in Top 10 Change
-138
Holding in Top 10 Change %
-24.08%
% of All Funds
11.61%
New
78
Increased
792
Reduced
951
Closed
70
Calls
$2.42B
Puts
$2.51B
Net Calls
-$97.9M
Net Calls Change
-$1.2B
Name Holding Trade Value Shares
Change
Change in
Stake
LWMG
1951
Lakeside Wealth Management Group
$202K +$212K +1,422 New
BC
1952
Barnett & Company
Tennessee
$199K +$23.3K +156 +13%
CAL
1953
Capital Advisors Ltd
Ohio
$197K
FWC
1954
First Washington Corp
Washington
$193K -$77.9K -522 -28%
TCM
1955
Tuttle Capital Management
Connecticut
$191K +$201K +1,345 New
H
1956
Hexavest
Quebec, Canada
$183K -$20.1K -135 -9%
CHP
1957
Cable Hill Partners
Oregon
$180K +$53.1K +356 +38%
SHJ
1958
Sharkey, Howes & Javer
Colorado
$179K
BL
1959
Balentine LLC
Georgia
$179K +$2.83K +19 +2%
CWM
1960
Cranbrook Wealth Management
Michigan
$177K
CFN
1961
Cordasco Financial Network
Florida
$176K
JIR
1962
James Investment Research
Ohio
$173K
NHFG
1963
New Harbor Financial Group
Massachusetts
$172K +$57.1K +383 +46%
CFG
1964
CKW Financial Group
Hawaii
$166K
TCCM
1965
Timber Creek Capital Management
Massachusetts
$163K +$109K +732 +176%
VOYA Investment Management
1966
VOYA Investment Management
Georgia
$162K -$6.11M -40,925 -3%
RFWA
1967
RPg Family Wealth Advisory
Massachusetts
$156K -$108K -726 -40%
RS
1968
Robeco Schweiz
Switzerland
$151K
DPA
1969
Delphi Private Advisors
California
$149K -$13.6K -91 -8%
PFO
1970
Pathstone Family Office
New Jersey
$148K -$5.07K -34 -3%
SIC
1971
Salem Investment Counselors
North Carolina
$147K -$550K -3,684 -3%
DMK
1972
David M. Knott
$139K
KKAMG
1973
Kernodle & Katon Asset Management Group
Arkansas
$137K
BGIM
1974
Brandywine Global Investment Management
Pennsylvania
$131K
FI
1975
FCM Investments
Texas
$118K

GE Hedge Fund Activity: Q3 2016 in Review

2,029 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q3 2016, worth a combined $145B — down 10% from $161B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new GE positions and 70 closed out — a net gain of 8 holders — while 792 added to existing stakes and 951 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $486M. The largest seller was General Electric, exiting entirely with an estimated $1.34B sold.

  • 2,029 institutional investors held GE Aerospace (GE) as of Q3 2016, down from 2,043 in Q2 2016.
  • Funds reported $145B of GE Aerospace stock for Q3 2016, down 10% quarter-over-quarter.
  • 78 funds opened new GE Aerospace positions in Q3 2016 and 70 closed out, a net change of +8 holders.
  • The largest GE Aerospace buyer in Q3 2016 was JP Morgan Chase, an estimated $486M added.
  • The largest GE Aerospace seller in Q3 2016 was General Electric, an estimated $1.34B sold.

Based on aggregated 13F filings for Q3 2016.