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See Which Of The Latest 13F Filers Holds General Electric
Joel Kornblau - Tuesday, January 10, 10:10 AM

At Holdings Channel, we have reviewed the latest batch of the 21 most recent 13F filings for the 12/31/2016 reporting period, and noticed that General Electric Co (GE) was held by 17 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in GE positions, for this latest batch of 13F filers:

FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)
Oliver Luxxe Assets LLC Existing +2,256+$183
Burke & Herbert Bank & Trust Co. Existing -5,026+$119
Creative Planning Existing +82,030+$5,728
CIBC World Markets Inc. Existing -169,551+$2,878
Oakmont Partners LLC Existing +63+$17
Hays Advisory LLC NEW +6,651+$210
Gateway Investment Advisers LLC Existing -669,182-$9,867
Denali Advisors LLC Existing -20,123-$494
Packer & Co Ltd Existing UNCH+$2,406
Lederer & Associates Investment Counsel CA NEW +15,140+$478
Franklin Street Advisors Inc. NC Existing +15,486+$996
Marshwinds Advisory Co. Existing -1,200+$324
Hall Laurie J Trustee NEW +342,401+$10,823
Shell Asset Management Co. Existing -174,720-$2,415
Curbstone Financial Management Corp Existing -49,980-$1,387
NN Investment Partners Holdings N.V. Existing -730,474-$13,791
Union Bankshares Corp Existing +210+$284
Aggregate Change: -1,356,019-$3,508

In terms of shares owned, we count 5 of the above funds having increased existing GE positions from 09/30/2016 to 12/31/2016, with 8 having decreased their positions and 3 new positions.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the GE share count in the aggregate among all of the funds which held GE at the 12/31/2016 reporting period (out of the 91 we looked at in total). We then compared that number to the sum total of GE shares those same funds held back at the 09/30/2016 period, to see how the aggregate share count held by hedge funds has moved for GE. We found that between these two periods, funds reduced their holdings by 1,262,438 shares in the aggregate, from 31,057,861 down to 29,795,423 for a share count decline of approximately -4.06%. The overall top three funds holding GE on 12/31/2016 were:

FundShares of GE Held
1.Chevy Chase Trust Holdings Inc. 8,389,214
2.Gateway Investment Advisers LLC 5,027,448
3.DAVENPORT & Co LLC 3,782,032
4-10Find out the full Top 10 Hedge Funds Holding GE

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like General Electric Co (GE).

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