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GE Aerospace

1,894 hedge funds and large institutions have $59.4B invested in GE Aerospace in 2020 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 599 increasing their positions, 757 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 293 | Existing positions closed: 106

83% more funds holding in top 10

Funds holding in top 10: 1222 (+10)

79% more capital invested

Capital invested by funds: $33.1B → $59.4B (+$26.3B)

10% more funds holding

Funds holding: 1,7281,894 (+166)

0.38% more ownership

Funds ownership: 12.21%12.59% (+0.38%)

20% less call options, than puts

Call options by funds: $1.16B | Put options by funds: $1.45B

21% less repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 757

Holders
1,894
Holders Change
+166
Holders Change %
+9.61%
% of All Funds
33.52%
Holding in Top 10
22
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+83.33%
% of All Funds
0.39%
New
293
Increased
599
Reduced
757
Closed
106
Calls
$1.16B
Puts
$1.45B
Net Calls
-$288M
Net Calls Change
-$306M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$7.36B -$467M -10,433,224 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.99B +$8.2M +182,977 +0.1%
BlackRock
3
BlackRock
New York
$6.12B +$19.7M +440,392 +0.4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$5.19B +$592M +13,215,006 +16%
State Street
5
State Street
Massachusetts
$3.77B -$19.4M -433,875 -0.6%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.7B +$692M +15,448,719 +96%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.39B +$11.3M +252,841 +1%
Eagle Capital Management (New York)
8
Eagle Capital Management (New York)
New York
$1.35B -$59.9M -1,336,388 -5%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$1.25B -$435M -9,718,050 -29%
Northern Trust
10
Northern Trust
Illinois
$1.05B -$20.8M -463,766 -2%
Pzena Investment Management
11
Pzena Investment Management
New York
$970M +$5.69M +126,988 +0.7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$790M -$49.4M -1,101,612 -7%
Norges Bank
13
Norges Bank
Norway
$715M +$70.4M +1,570,792 +13%
Legal & General Group
14
Legal & General Group
United Kingdom
$608M +$2.58M +57,537 +0.5%
VVP
15
Vulcan Value Partners
Alabama
$563M -$117M -2,614,353 -20%
Harris Associates
16
Harris Associates
Illinois
$485M -$34.9K -780 -0%
Allianz Asset Management
17
Allianz Asset Management
Germany
$484M +$126M +2,812,955 +46%
Charles Schwab
18
Charles Schwab
California
$477M +$182K +4,064 +0%
State Farm Mutual Automobile Insurance
19
State Farm Mutual Automobile Insurance
Illinois
$394M
Invesco
20
Invesco
Georgia
$373M +$1.36M +30,373 +0.4%
Franklin Resources
21
Franklin Resources
California
$367M +$8.86M +197,661 +3%
Bank of America
22
Bank of America
North Carolina
$366M -$113M -2,527,478 -27%
Morgan Stanley
23
Morgan Stanley
New York
$362M +$2.82M +62,986 +0.9%
Swiss National Bank
24
Swiss National Bank
Switzerland
$357M -$8.94M -199,634 -3%
Adage Capital Partners
25
Adage Capital Partners
Massachusetts
$355M +$205M +4,583,861 +227%

GE Hedge Fund Activity: Q4 2020 in Review

1,894 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q4 2020, worth a combined $59.4B — up 79% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 293 funds opened new GE positions and 106 closed out — a net gain of 187 holders — while 599 added to existing stakes and 757 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $692M. The largest seller was T. Rowe Price Associates, cutting an estimated $467M.

  • 1,894 institutional investors held GE Aerospace (GE) as of Q4 2020, up from 1,728 in Q3 2020.
  • Funds reported $59.4B of GE Aerospace stock for Q4 2020, up 79% quarter-over-quarter.
  • 293 funds opened new GE Aerospace positions in Q4 2020 and 106 closed out, a net change of +187 holders.
  • The largest GE Aerospace buyer in Q4 2020 was Capital Research Global Investors, an estimated $692M added.
  • The largest GE Aerospace seller in Q4 2020 was T. Rowe Price Associates, an estimated $467M sold.

Based on aggregated 13F filings for Q4 2020.