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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
RFC
176
Regions Financial Corp
Alabama
$26M -$16.1M -217,296 -35%
TIM
177
Thornburg Investment Management
New Mexico
$25.6M -$93.9M -1,266,731 -76%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$25.5M +$464K +6,267 +2%
PCA
179
Personal Capital Advisors
California
$25.3M +$13.6M +183,819 +88%
CCM
180
Check Capital Management
California
$25.2M +$28.9M +390,281 New
Axa
181
Axa
France
$25.1M -$32.1M -432,821 -53%
NPA
182
Nichols & Pratt Advisers
Massachusetts
$24.9M -$2.85M -38,450 -9%
RRAM
183
River Road Asset Management
Kentucky
$24.6M -$5.66M -76,430 -17%
Kovitz Investment Group Partners
184
Kovitz Investment Group Partners
Illinois
$24.4M +$1.65M +22,316 +6%
ELC
185
Edgar Lomax Company
Virginia
$23.8M +$23.3M +314,756 +588%
Schroder Investment Management Group
186
Schroder Investment Management Group
United Kingdom
$23.4M -$9.14M -123,295 -25%
SDIC
187
South Dakota Investment Council
South Dakota
$23.2M +$53K +716 +0.2%
VRS
188
Virginia Retirement Systems
Virginia
$22.9M -$464K -6,260 -2%
MSL
189
Mackay Shields LLC
New York
$22.9M +$26.2M +354,121 New
BTS
190
BB&T Securities
Virginia
$22.8M +$3.68M +49,717 +16%
HIMCH
191
Hartford Investment Management Co (HIMCO)
Connecticut
$22.8M -$2M -27,026 -7%
SAM
192
Silvercrest Asset Management
New York
$22.4M -$174K -2,351 -0.7%
Group One Trading
193
Group One Trading
Illinois
$22M -$9.38M -126,569 -27%
URS
194
Utah Retirement Systems
Utah
$21.8M +$38.6K +521 +0.2%
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$21.8M -$4.73M -63,813 -16%
AAM
196
Advisors Asset Management
Colorado
$21.6M +$1.73M +23,343 +8%
ProShare Advisors
197
ProShare Advisors
Maryland
$21.5M +$503K +6,785 +2%
CIBC World Market
198
CIBC World Market
Ontario, Canada
$21.4M -$13.5M -182,471 -36%
NMIMC
199
Northwestern Mutual Investment Management Company
Wisconsin
$21.3M +$9.73M +131,381 +66%
KBC Group
200
KBC Group
Belgium
$21.2M -$1.34M -18,115 -5%

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.