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GE Aerospace

1,838 hedge funds and large institutions have $61.1B invested in GE Aerospace in 2019 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 514 increasing their positions, 900 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 221 | Existing positions closed: 119

28% more capital invested

Capital invested by funds: $47.8B → $61.1B (+$13.3B)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

4% more funds holding

Funds holding: 1,7591,838 (+79)

0.28% more ownership

Funds ownership: 12.29%12.57% (+0.28%)

2% less call options, than puts

Call options by funds: $1.37B | Put options by funds: $1.4B

43% less repeat investments, than reductions

Existing positions increased: 514 | Existing positions reduced: 900

Holders
1,838
Holders Change
+79
Holders Change %
+4.49%
% of All Funds
36.21%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.59%
New
221
Increased
514
Reduced
900
Closed
119
Calls
$1.37B
Puts
$1.4B
Net Calls
-$28.5M
Net Calls Change
+$251M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.39B +$85.7M +1,659,386 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.1B +$185M +3,586,972 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$6.23B +$701M +13,571,885 +14%
BlackRock
4
BlackRock
New York
$5.87B +$36.3M +702,145 +0.7%
State Street
5
State Street
Massachusetts
$3.88B +$43.4M +839,165 +1%
Eagle Capital Management (New York)
6
Eagle Capital Management (New York)
New York
$1.36B -$19.7M -381,564 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.34B +$35.3M +683,106 +3%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$1.23B +$51.7M +1,000,810 +5%
Northern Trust
9
Northern Trust
Illinois
$1.11B +$10.3M +200,226 +1%
Norges Bank
10
Norges Bank
Norway
$908M +$19.6M +379,589 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$888M -$50.6M -979,146 -6%
Renaissance Technologies
12
Renaissance Technologies
New York
$844M +$160M +3,090,800 +26%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$798M -$364M -7,050,451 -33%
Pzena Investment Management
14
Pzena Investment Management
New York
$718M +$9.65M +186,839 +1%
TFM
15
Trian Fund Management
New York
$717M +$362 +7 +0%
Harris Associates
16
Harris Associates
Illinois
$622M -$206M -3,993,133 -26%
Legal & General Group
17
Legal & General Group
United Kingdom
$610M +$9.03M +174,844 +2%
Charles Schwab
18
Charles Schwab
California
$534M -$10.5M -202,591 -2%
Goldman Sachs
19
Goldman Sachs
New York
$499M +$46.7M +904,407 +11%
SAM
20
Southeastern Asset Management
Tennessee
$485M -$38.8M -750,852 -8%
Franklin Resources
21
Franklin Resources
California
$427M -$19.9M -385,932 -5%
N
22
Nuveen
North Carolina
$415M -$29.2M -564,230 -7%
State Farm Mutual Automobile Insurance
23
State Farm Mutual Automobile Insurance
Illinois
$407M -$68M -1,316,938 -15%
Bank of America
24
Bank of America
North Carolina
$378M -$25.8M -499,664 -7%
Invesco
25
Invesco
Georgia
$377M +$40M +774,799 +13%

GE Hedge Fund Activity: Q4 2019 in Review

1,838 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q4 2019, worth a combined $61.1B — up 28% from $47.8B a quarter earlier.

Buyers outnumbered sellers: 221 funds opened new GE positions and 119 closed out — a net gain of 102 holders — while 514 added to existing stakes and 900 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $701M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $364M.

  • 1,838 institutional investors held GE Aerospace (GE) as of Q4 2019, up from 1,759 in Q3 2019.
  • Funds reported $61.1B of GE Aerospace stock for Q4 2019, up 28% quarter-over-quarter.
  • 221 funds opened new GE Aerospace positions in Q4 2019 and 119 closed out, a net change of +102 holders.
  • The largest GE Aerospace buyer in Q4 2019 was T. Rowe Price Associates, an estimated $701M added.
  • The largest GE Aerospace seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $364M sold.

Based on aggregated 13F filings for Q4 2019.