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General Dynamics

764 hedge funds and large institutions have $37.6B invested in General Dynamics in 2014 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 220 increasing their positions, 330 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 39

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

6% more capital invested

Capital invested by funds: $35.3B → $37.6B (+$2.26B)

3% more funds holding

Funds holding: 739764 (+25)

0.2% more ownership

Funds ownership: 88.4%88.59% (+0.2%)

13% less call options, than puts

Call options by funds: $156M | Put options by funds: $179M

33% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 330

Holders
764
Holders Change
+25
Holders Change %
+3.38%
% of All Funds
22.17%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.52%
New
73
Increased
220
Reduced
330
Closed
39
Calls
$156M
Puts
$179M
Net Calls
-$23.4M
Net Calls Change
-$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Sanders Capital
26
Sanders Capital
Florida
$243M +$3.83M +31,564 +2%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$238M -$18.3M -150,897 -7%
ABI
28
Abrams Bison Investments
Maryland
$237M -$65M -535,176 -22%
BG
29
BlackRock Group
United Kingdom
$213M -$4.17M -34,308 -2%
Fidelity International
30
Fidelity International
Bermuda
$178M +$16.5M +135,975 +11%
Aristotle Capital Management
31
Aristotle Capital Management
California
$177M +$2.91M +24,003 +2%
Legal & General Group
32
Legal & General Group
United Kingdom
$170M -$7.73M -63,680 -5%
SC
33
Sculptor Capital
New York
$167M -$76M -626,142 -32%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$167M +$75.1M +618,085 +89%
Citadel Advisors
35
Citadel Advisors
Florida
$161M +$4.46M +36,724 +3%
JP Morgan Chase
36
JP Morgan Chase
New York
$158M -$8.34M -68,685 -5%
Goldman Sachs
37
Goldman Sachs
New York
$155M -$19.9M -163,626 -12%
GE
38
General Electric
Ohio
$152M +$16.7M +137,898 +13%
JHIU
39
Janus Henderson Investors US
Colorado
$147M +$36.7M +302,100 +35%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$144M -$1.35M -11,147 -1%
RFC
41
Russell Frank Company
Washington
$141M +$8.43M +69,393 +7%
UBS AM
42
UBS AM
Illinois
$137M -$19.3M -158,563 -13%
LCOV
43
London Company of Virginia
Virginia
$137M +$5.55M +45,717 +4%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$135M +$90.8M +747,565 +240%
Charles Schwab
45
Charles Schwab
California
$134M +$2.14M +17,583 +2%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$134M +$7.55M +62,204 +6%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$133M -$1.08M -8,900 -0.8%
Morgan Stanley
48
Morgan Stanley
New York
$125M +$11.7M +96,441 +11%
PC
49
PointState Capital
New York
$125M +$13.4M +110,200 +13%
WG
50
Winton Group
United Kingdom
$120M +$34.3M +282,807 +43%

GD Hedge Fund Activity: Q3 2014 in Review

764 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in General Dynamics (GD) for Q3 2014, worth a combined $37.6B — up 6.4% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new GD positions and 39 closed out — a net gain of 34 holders — while 220 added to existing stakes and 330 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $139M. The largest seller was Capital Research Global Investors, cutting an estimated $266M.

  • 764 institutional investors held General Dynamics (GD) as of Q3 2014, up from 739 in Q2 2014.
  • Funds reported $37.6B of General Dynamics stock for Q3 2014, up 6.4% quarter-over-quarter.
  • 73 funds opened new General Dynamics positions in Q3 2014 and 39 closed out, a net change of +34 holders.
  • The largest General Dynamics buyer in Q3 2014 was Lord, Abbett & Co, an estimated $139M added.
  • The largest General Dynamics seller in Q3 2014 was Capital Research Global Investors, an estimated $266M sold.

Based on aggregated 13F filings for Q3 2014.