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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
MS
2001
Marshall & Sullivan
Washington
$44K
MUS
2002
Mitsubishi UFJ Securities
Japan
$37K -$164K -1,097 -81%
BWP
2003
BSW Wealth Partners
Colorado
$36.3K -$1.3M -8,721 -97%
SFPM
2004
Sensible Financial Planning & Management
Massachusetts
$36K
LCS
2005
Levin Capital Strategies
New York
$33.8K -$2.44M -16,376 -6%
SA
2006
SRH Advisors
Kansas
$33K
SIMG
2007
Stephens Investment Management Group
Texas
$33K
JSAM
2008
J. Safra Asset Management
New York
$30K -$249K -1,668 -89%
CIM
2009
Contravisory Investment Management
Massachusetts
$30K -$2.09K -14 -6%
CII
2010
Capital International Inc
California
$30K
BCI
2011
Brinker Capital Investments
Pennsylvania
$29K +$6.57K +44 +27%
DSI
2012
Daiwa SB Investments
Japan
$28K -$4.92K -33 -15%
HCM
2013
Herndon Capital Management
Georgia
$25K +$149 +1 +0.6%
LWA
2014
Lowe Wealth Advisors
Maryland
$25K +$6.12K +41 +31%
ST
2015
Somerset Trust
Pennsylvania
$24K
WAP
2016
Wealthcare Advisory Partners
Pennsylvania
$24K
HIIFS
2017
Harel Insurance Investments & Financial Services
Israel
$18K -$773K -5,181 -98%
TAM
2018
Troy Asset Management
United Kingdom
$17K
PCM
2019
Penserra Capital Management
California
$17K +$7.46K +50 +66%
PFG
2020
Piershale Financial Group
Illinois
$10K -$20.6K -138 -66%
BCMIO
2021
Beacon Capital Management Inc (Ohio)
Ohio
$8K -$4.63K -31 -34%
FNB
2022
Farmers National Bank
Kentucky
$5.17K +$4.88M +32,696 +884%
FMT
2023
First Mercantile Trust
Tennessee
$5K
CF
2024
CenterStar Fund
Illinois
$4K
DRS
2025
Deane Retirement Strategies
Louisiana
$4K

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.