LongGEJun 2026
GE Aerospace
GE Aerospace is positioned to benefit from favorable aerospace industry fundamentals. The strategy believes damage to aerospace production infrastructure cannot be repaired…
GE
Which hedge funds are long GE?
6 published ideas on GE Aerospace across 4 funds — 6 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on GE Aerospace: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongGEJun 2026
GE Aerospace
Polen views GE Aerospace as one of the highest-quality industrial businesses in the world after its separation from the former GE conglomerate. The company holds a dominant…
LongGEJun 2026
GE Aerospace
GE Aerospace is another holding benefiting from the fund's aerospace theme. Artisan sees a structurally constrained production ecosystem in which rebuilding capacity is difficult…
LongGEJun 2026
GE Aerospace
GE Aerospace is a named aerospace holding that benefited from favorable fundamentals during Q2. Artisan believes years of underinvestment and damage to aerospace production…
LongGEJun 2026
GE Aerospace
Polen views GE Aerospace as one of the highest-quality industrial businesses in the world after its separation from the former GE conglomerate. The company holds a dominant…
LongGESep 2026
GE Aerospace
GE Aerospace is benefiting from favorable aerospace industry fundamentals. The fund argues that capital alone cannot quickly repair the damage to aerospace production…