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GE Aerospace

2,087 hedge funds and large institutions have $131B invested in GE Aerospace in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 806 increasing their positions, 1,036 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.11% more ownership

Funds ownership: 11.5%11.61% (+0.11%)

3% less call options, than puts

Call options by funds: $1.83B | Put options by funds: $1.89B

2% less funds holding

Funds holding: 2,1242,087 (-37)

9% less capital invested

Capital invested by funds: $143B → $131B (-$12.5B)

16% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 100

22% less repeat investments, than reductions

Existing positions increased: 806 | Existing positions reduced: 1,036

40% less funds holding in top 10

Funds holding in top 10: 356214 (-142)

Holders
2,087
Holders Change
-37
Holders Change %
-1.74%
% of All Funds
52.03%
Holding in Top 10
214
Holding in Top 10 Change
-142
Holding in Top 10 Change %
-39.89%
% of All Funds
5.34%
New
84
Increased
806
Reduced
1,036
Closed
100
Calls
$1.83B
Puts
$1.89B
Net Calls
-$59.1M
Net Calls Change
-$143M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$16.2B +$94.3M +688,145 +0.6%
BlackRock
2
BlackRock
New York
$14B +$555M +4,052,742 +4%
State Street
3
State Street
Massachusetts
$9.29B -$290M -2,112,285 -3%
Capital World Investors
4
Capital World Investors
California
$3.82B +$320M +2,335,905 +9%
Bank of America
5
Bank of America
North Carolina
$3.58B -$96.2M -701,839 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$3.42B -$76.3M -556,871 -2%
Northern Trust
7
Northern Trust
Illinois
$3.09B -$98M -714,772 -3%
Capital Research Global Investors
8
Capital Research Global Investors
California
$2.46B +$409M +2,987,265 +19%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.28B +$10.3M +75,432 +0.4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.2B -$258M -1,883,943 -10%
Norges Bank
11
Norges Bank
Norway
$2.13B +$684K +4,990 +0%
Franklin Resources
12
Franklin Resources
California
$2.11B +$680M +4,958,673 +44%
Morgan Stanley
13
Morgan Stanley
New York
$2B +$86.1M +628,383 +4%
JP Morgan Chase
14
JP Morgan Chase
New York
$1.99B -$8.05M -58,764 -0.4%
TFM
15
Trian Fund Management
New York
$1.91B +$53.6M +391,033 +3%
Wells Fargo
16
Wells Fargo
California
$1.6B +$119M +867,671 +8%
Harris Associates
17
Harris Associates
Illinois
$1.53B +$294M +2,147,326 +22%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$1.39B +$156M +1,138,558 +12%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$1.29B -$193M -1,411,410 -12%
Goldman Sachs
20
Goldman Sachs
New York
$1.23B -$3.85M -28,087 -0.3%
State Farm Mutual Automobile Insurance
21
State Farm Mutual Automobile Insurance
Illinois
$1.16B
Legal & General Group
22
Legal & General Group
United Kingdom
$1.14B -$8.8M -64,238 -0.7%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.12B +$41.6M +303,152 +4%
Invesco
24
Invesco
Georgia
$898M -$49.2M -359,092 -5%
UBS Group
25
UBS Group
Switzerland
$880M -$76.4M -557,585 -8%

GE Hedge Fund Activity: Q2 2017 in Review

2,087 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q2 2017, worth a combined $131B — down 8.7% from $143B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of GE and 84 opened new positions — a net loss of 16 holders — while 1,036 trimmed existing stakes and 806 added.

The largest buyer was Franklin Resources, adding an estimated $680M. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $315M sold.

  • 2,087 institutional investors held GE Aerospace (GE) as of Q2 2017, down from 2,124 in Q1 2017.
  • Funds reported $131B of GE Aerospace stock for Q2 2017, down 8.7% quarter-over-quarter.
  • 84 funds opened new GE Aerospace positions in Q2 2017 and 100 closed out, a net change of -16 holders.
  • The largest GE Aerospace buyer in Q2 2017 was Franklin Resources, an estimated $680M added.
  • The largest GE Aerospace seller in Q2 2017 was Berkshire Hathaway, an estimated $315M sold.

Based on aggregated 13F filings for Q2 2017.