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GE Aerospace

1,700 hedge funds and large institutions have $70B invested in GE Aerospace in 2021 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 484 increasing their positions, 698 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 161

6% more funds holding

Funds holding: 1,6001,700 (+100)

1% less call options, than puts

Call options by funds: $3.97B | Put options by funds: $4B

5.04% less ownership

Funds ownership: 113.55%108.51% (-5%)

6% less capital invested

Capital invested by funds: $74.5B → $70B (-$4.53B)

9% less funds holding in top 10

Funds holding in top 10: 3229 (-3)

31% less repeat investments, than reductions

Existing positions increased: 484 | Existing positions reduced: 698

Holders
1,700
Holders Change
+100
Holders Change %
+6.25%
% of All Funds
26.16%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.45%
New
282
Increased
484
Reduced
698
Closed
161
Calls
$3.97B
Puts
$4B
Net Calls
-$31.5M
Net Calls Change
-$423M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$10.9B +$673M +10,718,663 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.77B -$6.14M -97,710 -0.1%
BlackRock
3
BlackRock
New York
$6.44B -$204M -3,239,801 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$6B -$196M -3,123,609 -3%
Capital Research Global Investors
5
Capital Research Global Investors
California
$5.1B +$1.54B +24,479,502 +39%
State Street
6
State Street
Massachusetts
$4.11B +$25.8M +410,207 +0.6%
Viking Global Investors
7
Viking Global Investors
Connecticut
$1.7B +$113M +1,793,617 +7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.66B +$51.8M +824,031 +3%
Eagle Capital Management (New York)
9
Eagle Capital Management (New York)
New York
$1.26B -$32.8M -522,274 -2%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$1.18B +$34.4M +546,886 +3%
Pzena Investment Management
11
Pzena Investment Management
New York
$1.04B +$86M +1,368,902 +8%
Northern Trust
12
Northern Trust
Illinois
$1B -$46.7M -743,379 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$911M -$4.52M -71,876 -0.5%
Norges Bank
14
Norges Bank
Norway
$699M -$57.2M -910,357 -7%
Legal & General Group
15
Legal & General Group
United Kingdom
$679M -$15.9M -252,907 -2%
Bank of America
16
Bank of America
North Carolina
$543M -$471M -7,498,905 -45%
Charles Schwab
17
Charles Schwab
California
$537M +$11.9M +189,309 +2%
Morgan Stanley
18
Morgan Stanley
New York
$467M +$10.2M +161,946 +2%
Adage Capital Partners
19
Adage Capital Partners
Massachusetts
$450M +$284M +4,517,147 +144%
Harris Associates
20
Harris Associates
Illinois
$425M -$1.3M -20,675 -0.3%
Swiss National Bank
21
Swiss National Bank
Switzerland
$394M -$16.8M -267,729 -4%
Invesco
22
Invesco
Georgia
$393M +$210K +3,336 +0%
Franklin Resources
23
Franklin Resources
California
$389M +$1.24M +19,796 +0.3%
TFM
24
Trian Fund Management
New York
$380M +$48.9K +779 +0%
State Farm Mutual Automobile Insurance
25
State Farm Mutual Automobile Insurance
Illinois
$377M

GE Hedge Fund Activity: Q4 2021 in Review

1,700 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in GE Aerospace (GE) for Q4 2021, worth a combined $70B — down 6.1% from $74.5B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new GE positions and 161 closed out — a net gain of 121 holders — while 484 added to existing stakes and 698 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.54B. The largest seller was Allianz Asset Management, cutting an estimated $5.74B.

  • 1,700 institutional investors held GE Aerospace (GE) as of Q4 2021, up from 1,600 in Q3 2021.
  • Funds reported $70B of GE Aerospace stock for Q4 2021, down 6.1% quarter-over-quarter.
  • 282 funds opened new GE Aerospace positions in Q4 2021 and 161 closed out, a net change of +121 holders.
  • The largest GE Aerospace buyer in Q4 2021 was Capital Research Global Investors, an estimated $1.54B added.
  • The largest GE Aerospace seller in Q4 2021 was Allianz Asset Management, an estimated $5.74B sold.

Based on aggregated 13F filings for Q4 2021.