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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
ZIM
2126
Zacks Investment Management
Illinois
-$292K -3,496 Closed
PMG
2127
Private Management Group
California
-$287K -3,431 Closed
PP
2128
Professional Planning
California
-$255K -3,396 Closed
NVIM
2129
New Vernon Investment Management
Illinois
-$282K -3,377 Closed
IWA
2130
IBEX Wealth Advisors
New Jersey
-$295K -3,369 Closed
AAM
2131
American Asset Management
Florida
-$281K -3,357 Closed
HFA
2132
HC Financial Advisors
California
-$281K -3,355 Closed
VIM
2133
Vista Investment Management
Pennsylvania
-$275K -3,292 Closed
ECM
2134
EagleClaw Capital Management
Massachusetts
-$273K -3,273 Closed
JIM
2135
Jupiter Investment Management
United Kingdom
-$272K -3,255 Closed
TW
2136
Transform Wealth
Colorado
-$272K -3,249 Closed
STMM
2137
South Texas Money Management
Texas
-$272K -3,247 Closed
JHP
2138
James Hambro & Partners
United Kingdom
-$261K -3,121 Closed
CCM
2139
Consolidated Capital Management
California
-$259K -3,100 Closed
BFIC
2140
Bedell Frazier Investment Counselling
California
-$257K -3,067 Closed
AWMG
2141
Alliance Wealth Management Group
New Jersey
-$253K -3,031 Closed
FAG
2142
Financial Advisory Group
Texas
-$253K -3,029 Closed
SHA
2143
Seneca House Advisors
Virginia
-$251K -3,005 Closed
SIA
2144
Sit Investment Associates
Minnesota
-$244K -2,921 Closed
AIM
2145
Acropolis Investment Management
Missouri
-$242K -2,890 Closed
ACA
2146
Anchor Capital Advisors
Massachusetts
-$237K -2,833 Closed
AFC
2147
AFT Forsyth & Company
Florida
-$228K -2,726 Closed
WF
2148
WoodTrust Financial
Wisconsin
-$225K -2,696 Closed
SHGA
2149
Sand Hill Global Advisors
California
-$217K -2,596 Closed
GHA
2150
GW Henssler & Associates
Georgia
-$213K -2,553 Closed

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.