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GE Aerospace

1,791 hedge funds and large institutions have $36.3B invested in GE Aerospace in 2020 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 547 increasing their positions, 863 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% less ownership

Funds ownership: 12.64%12.2% (-0.44%)

2% less funds holding

Funds holding: 1,8281,791 (-37)

13% less call options, than puts

Call options by funds: $681M | Put options by funds: $784M

15% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 143

17% less capital invested

Capital invested by funds: $43.7B → $36.3B (-$7.42B)

33% less funds holding in top 10

Funds holding in top 10: 2718 (-9)

37% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 863

Holders
1,791
Holders Change
-37
Holders Change %
-2.02%
% of All Funds
36.72%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.37%
New
121
Increased
547
Reduced
863
Closed
143
Calls
$681M
Puts
$784M
Net Calls
-$102M
Net Calls Change
-$221M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.31B +$341M +10,105,740 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.58B -$58.5M -1,733,640 -1%
BlackRock
3
BlackRock
New York
$3.85B +$50.8M +1,506,676 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.13B -$1.1B -32,707,290 -26%
State Street
5
State Street
Massachusetts
$2.37B +$38.2M +1,133,240 +2%
Eagle Capital Management (New York)
6
Eagle Capital Management (New York)
New York
$948M +$123M +3,636,340 +15%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$928M +$235M +6,969,446 +34%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$855M -$13.4M -397,319 -2%
Northern Trust
9
Northern Trust
Illinois
$665M -$12.6M -373,669 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$645M +$105M +3,111,087 +20%
Pzena Investment Management
11
Pzena Investment Management
New York
$512M +$70.4M +2,087,326 +16%
Norges Bank
12
Norges Bank
Norway
$411M -$143M -4,253,441 -26%
TFM
13
Trian Fund Management
New York
$405M -$33.2M -984,015 -8%
Legal & General Group
14
Legal & General Group
United Kingdom
$386M +$3.52M +104,439 +0.9%
Charles Schwab
15
Charles Schwab
California
$315M -$9.9M -293,703 -3%
Harris Associates
16
Harris Associates
Illinois
$294M -$3.55M -105,371 -1%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$280M +$132M +3,922,048 +91%
Bank of America
18
Bank of America
North Carolina
$278M +$7.02M +208,079 +3%
State Farm Mutual Automobile Insurance
19
State Farm Mutual Automobile Insurance
Illinois
$249M
Morgan Stanley
20
Morgan Stanley
New York
$240M +$48.7M +1,445,394 +26%
Goldman Sachs
21
Goldman Sachs
New York
$239M -$1.69M -50,006 -0.7%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$238M -$3.13M -92,883 -1%
PIM
23
Platinum Investment Management
Australia
$237M +$92.3M +2,738,234 +65%
Swiss National Bank
24
Swiss National Bank
Switzerland
$236M +$4.54M +134,527 +2%
Franklin Resources
25
Franklin Resources
California
$232M -$39.3M -1,166,379 -15%

GE Hedge Fund Activity: Q2 2020 in Review

1,791 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q2 2020, worth a combined $36.3B — down 17% from $43.7B a quarter earlier.

Sellers outnumbered buyers: 143 funds closed out of GE and 121 opened new positions — a net loss of 22 holders — while 863 trimmed existing stakes and 547 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $341M. The largest seller was Fidelity Investments, cutting an estimated $1.1B.

  • 1,791 institutional investors held GE Aerospace (GE) as of Q2 2020, down from 1,828 in Q1 2020.
  • Funds reported $36.3B of GE Aerospace stock for Q2 2020, down 17% quarter-over-quarter.
  • 121 funds opened new GE Aerospace positions in Q2 2020 and 143 closed out, a net change of -22 holders.
  • The largest GE Aerospace buyer in Q2 2020 was T. Rowe Price Associates, an estimated $341M added.
  • The largest GE Aerospace seller in Q2 2020 was Fidelity Investments, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2020.