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GE Aerospace

1,956 hedge funds and large institutions have $151B invested in GE Aerospace in 2014 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 785 increasing their positions, 800 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 59

8% more capital invested

Capital invested by funds: $139B → $151B (+$11.8B)

6% more funds holding

Funds holding: 1,8471,956 (+109)

2% less repeat investments, than reductions

Existing positions increased: 785 | Existing positions reduced: 800

9% less funds holding in top 10

Funds holding in top 10: 444406 (-38)

37% less call options, than puts

Call options by funds: $1.23B | Put options by funds: $1.94B

618.11% less ownership

Funds ownership: 3,341.87%2,723.76% (-618%)

Holders
1,956
Holders Change
+109
Holders Change %
+5.9%
% of All Funds
52.15%
Holding in Top 10
406
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-8.56%
% of All Funds
10.82%
New
187
Increased
785
Reduced
800
Closed
59
Calls
$1.23B
Puts
$1.94B
Net Calls
-$711M
Net Calls Change
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.6B +$463M +3,768,886 +3%
LTI
2
Laffer Tengler Investments
Tennessee
$12.1B -$11.4M -92,502 Closed
State Street
3
State Street
Massachusetts
$10.5B +$395M +3,208,853 +4%
BIT
4
BlackRock Institutional Trust
California
$6.63B +$17.9M +145,162 +0.3%
Capital World Investors
5
Capital World Investors
California
$4.6B -$377M -3,069,419 -7%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$3.74B +$191M +1,549,328 +5%
Northern Trust
7
Northern Trust
Illinois
$3.68B -$8.03M -65,326 -0.2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$3.34B -$27M -219,453 -0.8%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$3.16B +$2.91M +23,679 +0.1%
BFA
10
BlackRock Fund Advisors
California
$3.06B +$452M +3,679,613 +17%
Franklin Resources
11
Franklin Resources
California
$2.04B +$236M +1,919,183 +13%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2B +$74.2M +603,662 +4%
BG
13
BlackRock Group
United Kingdom
$1.96B +$232M +1,885,027 +13%
GE
14
General Electric
Ohio
$1.93B +$300K +2,443 +0%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$1.83B -$1.31M -10,685 -0.1%
Norges Bank
16
Norges Bank
Norway
$1.83B +$45.1M +366,734 +2%
Capital Research Global Investors
17
Capital Research Global Investors
California
$1.78B -$89.8M -730,317 -5%
Invesco
18
Invesco
Georgia
$1.77B +$60.1M +488,610 +3%
Bank of America
19
Bank of America
North Carolina
$1.63B -$450M -3,662,946 -21%
Goldman Sachs
20
Goldman Sachs
New York
$1.57B +$3.28M +26,704 +0.2%
Wells Fargo
21
Wells Fargo
California
$1.55B +$145M +1,180,342 +10%
Morgan Stanley
22
Morgan Stanley
New York
$1.35B +$69M +560,975 +5%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$1.3B +$58M +472,034 +5%
TCIM
24
TIAA CREF Investment Management
New York
$1.2B -$103M -841,244 -8%
CS
25
Credit Suisse
Switzerland
$1.19B -$96.7M -786,510 -7%

GE Hedge Fund Activity: Q4 2014 in Review

1,956 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q4 2014, worth a combined $151B — up 8.5% from $139B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new GE positions and 59 closed out — a net gain of 128 holders — while 785 added to existing stakes and 800 trimmed.

The largest buyer was Vanguard Group, adding an estimated $463M. The largest seller was Dodge & Cox, cutting an estimated $682M.

  • 1,956 institutional investors held GE Aerospace (GE) as of Q4 2014, up from 1,847 in Q3 2014.
  • Funds reported $151B of GE Aerospace stock for Q4 2014, up 8.5% quarter-over-quarter.
  • 187 funds opened new GE Aerospace positions in Q4 2014 and 59 closed out, a net change of +128 holders.
  • The largest GE Aerospace buyer in Q4 2014 was Vanguard Group, an estimated $463M added.
  • The largest GE Aerospace seller in Q4 2014 was Dodge & Cox, an estimated $682M sold.

Based on aggregated 13F filings for Q4 2014.