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GE Aerospace

2,125 hedge funds and large institutions have $143B invested in GE Aerospace in 2017 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 819 increasing their positions, 1,025 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 85

6% more call options, than puts

Call options by funds: $1.48B | Put options by funds: $1.4B

0.03% more ownership

Funds ownership: 11.47%11.5% (+0.03%)

0% less funds holding

Funds holding: 2,1262,125 (-1)

7% less capital invested

Capital invested by funds: $154B → $143B (-$10.6B)

20% less repeat investments, than reductions

Existing positions increased: 819 | Existing positions reduced: 1,025

30% less funds holding in top 10

Funds holding in top 10: 512356 (-156)

Holders
2,125
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
52.89%
Holding in Top 10
356
Holding in Top 10 Change
-156
Holding in Top 10 Change %
-30.47%
% of All Funds
8.86%
New
105
Increased
819
Reduced
1,025
Closed
85
Calls
$1.48B
Puts
$1.4B
Net Calls
+$83.4M
Net Calls Change
+$1.33B
Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
2076
Thomas J. Herzfeld Advisors
Florida
$71K +$289 +2 +0.4%
FFW
2077
Fusion Family Wealth
New York
$68K -$27.5K -190 -29%
SHJ
2078
Sharkey, Howes & Javer
Colorado
$67K -$60.5K -418 -47%
MIP
2079
Mondrian Investment Partners
United Kingdom
$66K
PO
2080
Private Ocean
California
$61K +$289 +2 +0.5%
FPF
2081
FNY Partners Fund
New York
$59K +$60.4K +417 New
ABA
2082
American Beacon Advisors
Texas
$58.3K +$59.2K +409 New
SCA
2083
Stuart Chaussee & Associates
California
$58K
WCM
2084
Wealthcare Capital Management
Virginia
$58K
KAS
2085
Kemnay Advisory Services
New York
$57K
ACM
2086
AUA Capital Management
Pennsylvania
$53K -$181K -1,252 -77%
NCM
2087
New Capital Management
Texas
$53K
HWP
2088
Hefty Wealth Partners
Indiana
$52K -$1.45M -10,006 -96%
ST
2089
Somerset Trust
Pennsylvania
$52K +$27.8K +192 +112%
JIR
2090
James Investment Research
Ohio
$44K -$132K -912 -75%
CCA
2091
Catalyst Capital Advisors
New York
$43K -$1.76M -12,193 -98%
RWML
2092
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$42K +$42.6K +294 New
PVH
2093
Psagot Value Holdings
Israel
$38K -$984K -6,800 -96%
MUS
2094
Mitsubishi UFJ Securities
Japan
$38K -$38.6K -267 -50%
TRCT
2095
Tower Research Capital (TRC)
New York
$33K -$6.84M -47,258 -100%
SA
2096
SRH Advisors
Kansas
$33K
SIMG
2097
Stephens Investment Management Group
Texas
$33K
WAM
2098
Watermark Asset Management
California
$31K +$31.4K +217 New
CIM
2099
Contravisory Investment Management
Massachusetts
$30K
WAP
2100
Wealthcare Advisory Partners
Pennsylvania
$24K

GE Hedge Fund Activity: Q1 2017 in Review

2,125 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q1 2017, worth a combined $143B — down 6.9% from $154B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new GE positions and 85 closed out — a net gain of 20 holders — while 819 added to existing stakes and 1,025 trimmed.

The largest buyer was BlackRock, adding an estimated $14.5B. The largest seller was T. Rowe Price Associates, cutting an estimated $805M.

  • 2,125 institutional investors held GE Aerospace (GE) as of Q1 2017, down from 2,126 in Q4 2016.
  • Funds reported $143B of GE Aerospace stock for Q1 2017, down 6.9% quarter-over-quarter.
  • 105 funds opened new GE Aerospace positions in Q1 2017 and 85 closed out, a net change of +20 holders.
  • The largest GE Aerospace buyer in Q1 2017 was BlackRock, an estimated $14.5B added.
  • The largest GE Aerospace seller in Q1 2017 was T. Rowe Price Associates, an estimated $805M sold.

Based on aggregated 13F filings for Q1 2017.