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General Dynamics

656 hedge funds and large institutions have $27.1B invested in General Dynamics in 2013 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 199 increasing their positions, 264 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $502M | Put options by funds: $179M

70% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 40

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

13% more capital invested

Capital invested by funds: $24B → $27.1B (+$3.11B)

3% more funds holding

Funds holding: 634656 (+22)

1.94% more ownership

Funds ownership: 86.8%88.74% (+1.9%)

25% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 264

Holders
656
Holders Change
+22
Holders Change %
+3.47%
% of All Funds
21.27%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.45%
New
68
Increased
199
Reduced
264
Closed
40
Calls
$502M
Puts
$179M
Net Calls
+$323M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
476
Farmers & Merchants Investments Inc
Nebraska
$421K
HMS
477
Hanseatic Management Services
New Mexico
$421K +$409K +4,810 New
SIC
478
Salem Investment Counselors
North Carolina
$419K
AI
479
Atria Investments
North Carolina
$416K -$7.73K -91 -2%
ACI
480
Advance Capital I
Michigan
$415K -$268K -3,160 -40%
WC
481
Woodstock Corp
Massachusetts
$411K -$4.25K -50 -1%
FMWA
482
Forvis Mazars Wealth Advisors
Missouri
$410K -$13.2K -155 -3%
LNWWM
483
Laird Norton Wetherby Wealth Management
California
$409K +$18.7K +220 +5%
ACM
484
Aviance Capital Management
Florida
$407K -$7.13K -84 -2%
FC
485
Fiera Capital
New York
$404K
WPC
486
White Pine Capital
Minnesota
$398K -$8.49K -100 -2%
Bank of Nova Scotia
487
Bank of Nova Scotia
Ontario, Canada
$386K +$3.82K +45 +1%
BAS
488
Brown Advisory Securities
Maryland
$380K
FFC
489
First Financial Corp
Indiana
$377K -$2.97K -35 -0.8%
HCC
490
Hirtle Callaghan & Co
Pennsylvania
$376K +$365K +4,300 New
BA
491
Boston Advisors
Massachusetts
$364K +$353K +4,160 New
CB
492
Chemical Bank
Michigan
$362K -$679 -8 -0.2%
Fuller & Thaler Asset Management
493
Fuller & Thaler Asset Management
California
$359K -$17K -200 -5%
MAA
494
Mraz Amerine & Associates
California
$359K
SCIA
495
Sanibel Captiva Investment Advisers
Illinois
$358K +$347K +4,090 New
MCM
496
MAI Capital Management
Ohio
$356K
RIL
497
Rothschild Investment LLC
Illinois
$355K
GLI
498
Guardian Life Insurance
New York
$350K
PP
499
Patten & Patten
Tennessee
$349K +$5.52K +65 +2%
CAG
500
Crestwood Advisors Group
Massachusetts
$348K -$14.9K -175 -4%

GD Hedge Fund Activity: Q3 2013 in Review

656 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in General Dynamics (GD) for Q3 2013, worth a combined $27.1B — up 13% from $24B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new GD positions and 40 closed out — a net gain of 28 holders — while 199 added to existing stakes and 264 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $716M. The largest seller was KeyBank National Association, cutting an estimated $153M.

  • 656 institutional investors held General Dynamics (GD) as of Q3 2013, up from 634 in Q2 2013.
  • Funds reported $27.1B of General Dynamics stock for Q3 2013, up 13% quarter-over-quarter.
  • 68 funds opened new General Dynamics positions in Q3 2013 and 40 closed out, a net change of +28 holders.
  • The largest General Dynamics buyer in Q3 2013 was Barrow, Hanley, Mewhinney & Strauss, an estimated $716M added.
  • The largest General Dynamics seller in Q3 2013 was KeyBank National Association, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2013.