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General Dynamics
GD

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: 13 → 18 (+5)

6% more capital invested

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

3% more funds holding

Funds holding: 739 → 764 (+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

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$139M
2
MAA
Managed Account Advisors
New Jersey
+$93.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$90.8M
4
Ameriprise
Ameriprise
Minnesota
+$83.8M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$75.1M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$266M
2
RL
Ruffer LLP
United Kingdom
-$122M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$115M
4
Bank of America
Bank of America
North Carolina
-$107M
5
Harris Associates
Harris Associates
Illinois
-$105M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
676
Ledyard National Bank
$127K – – –
OAM
677
Orinda Asset Management
California
$127K +$121K +999 New
MAM
678
Mizuho Asset Management
Japan
$121K +$22K +181 +23%
DBT
679
Dubuque Bank & Trust
Iowa
$120K – – –
WEC
680
Winslow Evans & Crocker
Massachusetts
$117K +$24.4K +201 +28%
NSIM
681
North Star Investment Management
Illinois
$116K -$21.9K -180 -17%
PFSC
682
Peoples Financial Services Corp
Pennsylvania
$114K – – –
WIL
683
Winifred I. Li
$114K – – –
SF
684
Synovus Financial
Georgia
$110K -$13.1K -108 -11%
MCM
685
Manchester Capital Management
Vermont
$106K – – –
FCCM
686
First City Capital Management
Georgia
$101K – – –
FNBSF
687
First National Bank Sioux Falls
South Dakota
$95K – – –
JIC
688
Joel Isaacson & Co
New York
$88K – – –
KT
689
Kanaly Trust
Texas
$84K – – –
TCCM
690
Timber Creek Capital Management
Massachusetts
$76K – – –
OIA
691
Optimum Investment Advisors
Illinois
$73K -$7.89K -65 -10%
GSC
692
Ground Swell Capital
South Carolina
$68K +$20.6K +170 +47%
CBT
693
Central Bank & Trust
Kentucky
$64K – – –
ECM
694
Exchange Capital Management
Michigan
$64K – – –
LWCFA
695
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64K – – –
MMG
696
Monetary Management Group
Missouri
$64K – – –
RFA
697
Reilly Financial Advisors
California
$64K +$121 +1 +0.2%
PMFA
698
Plante Moran Financial Advisors
Michigan
$64K +$25.5K +210 +71%
NES
699
New England Securities
New York
$63K +$42.1K +347 +231%
S
700
SignatureFD
Georgia
$62K – – –
26 27
28
29 30

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.