Highlights
WCM Investment Management LLC reduced its holdings in General Electric by a small margin during the fourth quarter.
Several other institutional investors made adjustments to their positions in the company.
Hedge funds and asset management firms continue to maintain significant stakes in General Electric.
General Electric (NYSE:GE) operates as a diversified industrial company, engaging in sectors such as aviation, power, and renewable energy. Recent filings with the Securities and Exchange Commission (SEC) indicate shifts in institutional ownership, reflecting evolving investment strategies.
WCM Investment Management LLC's Recent Adjustment
WCM Investment Management LLC lowered its stake in General Electric by a small percentage in the fourth quarter. The firm reduced its holdings by selling over ninety-six thousand shares, bringing its total ownership to more than five million shares. Despite this adjustment, General Electric remains one of the firm's significant positions, accounting for over two percent of its portfolio.
Other Institutional Movements
Empowered Funds LLC expanded its holdings in General Electric during the fourth quarter. The firm increased its position by acquiring additional shares, bringing its total ownership to over sixty thousand shares. This adjustment underscores its confidence in the company’s industrial operations.
Hobart Private Capital LLC initiated a new position in General Electric, signaling fresh institutional interest. The acquisition reflects ongoing engagement from diverse financial entities within the industrial sector.
Seelaus Asset Management LLC made a slight increase in its General Electric holdings. The firm added to its existing position, demonstrating continued interest in the company’s developments.
Kingsview Wealth Management LLC also raised its stake in General Electric, acquiring additional shares. This move highlights a pattern of investment adjustments among institutional stakeholders.
Institutional Ownership Trends
Apollon Wealth Management LLC joined the list of firms increasing their stake in General Electric. The firm enhanced its position by adding nearly two thousand shares, reinforcing institutional involvement in the company’s long-term outlook.
Overall, institutional investors and hedge funds collectively hold a substantial portion of General Electric, with ownership exceeding seventy-four percent. These adjustments indicate active portfolio management strategies, with firms reevaluating their exposure to industrial entities.
As the industrial sector continues to evolve, General Electric remains a key entity within institutional portfolios, with significant levels of engagement from asset management firms and hedge funds. The adjustments observed reflect strategic positioning rather than large-scale shifts in investor confidence.