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General Dynamics

1,544 hedge funds and large institutions have $54.3B invested in General Dynamics in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 575 increasing their positions, 565 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $356M | Put options by funds: $293M

1.44% more ownership

Funds ownership: 86.21%87.65% (+1.4%)

2% more repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 565

2% less first-time investments, than exits

New positions opened: 125 | Existing positions closed: 128

2% less funds holding

Funds holding: 1,5771,544 (-33)

8% less capital invested

Capital invested by funds: $59B → $54.3B (-$4.68B)

50% less funds holding in top 10

Funds holding in top 10: 2814 (-14)

Holders
1,544
Holders Change
-33
Holders Change %
-2.09%
% of All Funds
24.61%
Holding in Top 10
14
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-50%
% of All Funds
0.22%
New
125
Increased
575
Reduced
565
Closed
128
Calls
$356M
Puts
$293M
Net Calls
+$62.2M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
676
Summit Financial Group
West Virginia
$1.2M -$4.62K -20 -0.4%
CT
677
Caldwell Trust
Florida
$1.2M +$59.6K +258 +5%
TBWA
678
Three Bridge Wealth Advisors
California
$1.18M -$14.6K -63 -1%
CANY
679
Caxton Associates (New York)
New York
$1.18M +$652K +2,820 +119%
OAM
680
Ostrum Asset Management
France
$1.18M +$1.19M +5,162 New
HAG
681
HF Advisory Group
Maryland
$1.18M +$265K +1,146 +29%
GIA
682
Gladstone Institutional Advisory
Florida
$1.17M +$13.2K +57 +1%
ESB
683
Essex Savings Bank
Connecticut
$1.17M -$924 -4 -0.1%
PFA
684
Pathway Financial Advisers
Indiana
$1.16M -$98.2K -425 -8%
BFIM
685
Beese Fulmer Investment Management
Ohio
$1.16M -$32.8K -142 -3%
AIM
686
Anchor Investment Management
South Carolina
$1.16M
MP
687
McDonald Partners
Ohio
$1.16M +$10.4K +45 +0.9%
EIP
688
Ellis Investment Partners
Pennsylvania
$1.16M +$693 +3 +0.1%
PWM
689
Pacific Wealth Management
California
$1.15M +$1.62K +7 +0.1%
HCM
690
Highview Capital Management
Illinois
$1.15M +$9.94K +43 +0.9%
EWA
691
EP Wealth Advisors
California
$1.14M -$1.18M -5,116 -16%
CK
692
Cohen Klingenstein
New York
$1.14M
1WA
693
180 Wealth Advisors
Washington
$1.14M -$68.9K -298 -6%
MMPW
694
Mitchell McLeod Pugh & Williams
Alabama
$1.14M +$19.4K +84 +2%
ACL
695
Applied Capital LLC
Florida
$1.13M +$10.4K +45 +0.9%
SF
696
Symphony Financial
Texas
$1.12M +$693K +2,999 +153%
HWA
697
Heritage Wealth Advisors
Virginia
$1.12M -$15K -65 -1%
FFG
698
Fortem Financial Group
California
$1.12M +$89.9K +389 +9%
PA
699
Parallel Advisors
California
$1.1M +$181K +783 +19%
ITIM
700
Indiana Trust & Investment Management
Indiana
$1.1M +$236K +1,021 +27%

GD Hedge Fund Activity: Q1 2023 in Review

1,544 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in General Dynamics (GD) for Q1 2023, worth a combined $54.3B — down 7.9% from $59B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of GD and 125 opened new positions — a net loss of 3 holders — while 565 trimmed existing stakes and 575 added.

The largest buyer was Sanders Capital, opening a new position worth an estimated $638M. The largest seller was Ameriprise, cutting an estimated $189M.

  • 1,544 institutional investors held General Dynamics (GD) as of Q1 2023, down from 1,577 in Q4 2022.
  • Funds reported $54.3B of General Dynamics stock for Q1 2023, down 7.9% quarter-over-quarter.
  • 125 funds opened new General Dynamics positions in Q1 2023 and 128 closed out, a net change of -3 holders.
  • The largest General Dynamics buyer in Q1 2023 was Sanders Capital, an estimated $638M added.
  • The largest General Dynamics seller in Q1 2023 was Ameriprise, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2023.