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General Dynamics

1,183 hedge funds and large institutions have $56.5B invested in General Dynamics in 2018 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 385 increasing their positions, 467 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 69

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

9% more capital invested

Capital invested by funds: $52B → $56.5B (+$4.46B)

3% more funds holding

Funds holding: 1,1501,183 (+33)

2% more call options, than puts

Call options by funds: $391M | Put options by funds: $383M

0.16% more ownership

Funds ownership: 85.7%85.86% (+0.16%)

18% less repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 467

Holders
1,183
Holders Change
+33
Holders Change %
+2.87%
% of All Funds
27.11%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.48%
New
116
Increased
385
Reduced
467
Closed
69
Calls
$391M
Puts
$383M
Net Calls
+$7.66M
Net Calls Change
+$329M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
26
Capital International Investors
California
$325M
Boston Partners
27
Boston Partners
Massachusetts
$317M -$2.17M -9,973 -0.7%
IAM
28
Iridian Asset Management
Connecticut
$288M -$44.7M -205,285 -14%
Legal & General Group
29
Legal & General Group
United Kingdom
$248M -$16.2M -74,427 -6%
AQR Capital Management
30
AQR Capital Management
Connecticut
$241M +$72.1M +331,651 +44%
Morgan Stanley
31
Morgan Stanley
New York
$234M -$83.2M -382,623 -27%
Aberdeen Group
32
Aberdeen Group
United Kingdom
$230M +$14M +64,283 +7%
Charles Schwab
33
Charles Schwab
California
$224M +$5.32M +24,469 +2%
Winslow Capital Management
34
Winslow Capital Management
Minnesota
$212M -$9.38M -43,138 -4%
TCIM
35
TIAA CREF Investment Management
New York
$210M -$63.6M -292,450 -24%
Millennium Management
36
Millennium Management
New York
$206M +$142M +653,083 +234%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$194M -$11.1M -51,026 -6%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$183M -$7.65M -35,160 -4%
WHG
39
Westwood Holdings Group
Texas
$176M -$9.87M -45,400 -5%
Eagle Capital Management (New York)
40
Eagle Capital Management (New York)
New York
$176M -$29.6M -136,220 -15%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$174M +$1.08M +4,944 +0.6%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$170M -$10.5M -48,451 -6%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$167M +$2.03M +9,340 +1%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$162M +$54.2M +249,141 +51%
Deutsche Bank
45
Deutsche Bank
Germany
$159M +$17.7M +81,381 +13%
Lord, Abbett & Co
46
Lord, Abbett & Co
New Jersey
$158M +$44.8M +205,864 +40%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$156M -$16.1M -74,066 -10%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$147M -$10.8M -49,524 -7%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$145M +$7.97M +36,649 +6%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$143M +$24M +110,327 +21%

GD Hedge Fund Activity: Q1 2018 in Review

1,183 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in General Dynamics (GD) for Q1 2018, worth a combined $56.5B — up 8.6% from $52B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new GD positions and 69 closed out — a net gain of 47 holders — while 385 added to existing stakes and 467 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $456M. The largest seller was Janus Henderson Group, cutting an estimated $395M.

  • 1,183 institutional investors held General Dynamics (GD) as of Q1 2018, up from 1,150 in Q4 2017.
  • Funds reported $56.5B of General Dynamics stock for Q1 2018, up 8.6% quarter-over-quarter.
  • 116 funds opened new General Dynamics positions in Q1 2018 and 69 closed out, a net change of +47 holders.
  • The largest General Dynamics buyer in Q1 2018 was Capital Research Global Investors, an estimated $456M added.
  • The largest General Dynamics seller in Q1 2018 was Janus Henderson Group, an estimated $395M sold.

Based on aggregated 13F filings for Q1 2018.