We are live on ! Find out more
GD icon

General Dynamics

828 hedge funds and large institutions have $39B invested in General Dynamics in 2015 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 301 increasing their positions, 315 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $40.3B → $39B (-$1.3B)

4% less repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 315

7% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 71

1.43% less ownership

Funds ownership: 88.5%87.08% (-1.4%)

2% less funds holding

Funds holding: 845828 (-17)

26% less call options, than puts

Call options by funds: $128M | Put options by funds: $172M

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
828
Holders Change
-17
Holders Change %
-2.01%
% of All Funds
22.06%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.37%
New
66
Increased
301
Reduced
315
Closed
71
Calls
$128M
Puts
$172M
Net Calls
-$44.4M
Net Calls Change
+$39.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
776
Summit Securities Group
New York
$40K +$40.6K +296 New
BRWM
777
B. Riley Wealth Management
Tennessee
$37K +$137 +1 +0.4%
BPBT
778
Boston Private Bank & Trust
Massachusetts
$35K +$27.2K +198 +314%
MCA
779
Mercer Capital Advisers
New Jersey
$34K
BBPWM
780
Blue Bell Private Wealth Management
Pennsylvania
$33K
GI
781
Gradient Investments
Minnesota
$31K +$12.9K +94 +68%
PR
782
Payden & Rygel
California
$30K
TDC
783
Thompson Davis & Co
Virginia
$29K -$17.7K -129 -38%
MCM
784
MV Capital Management
Maryland
$29K +$274 +2 +0.9%
TCM
785
Tradewinds Capital Management
Washington
$29K +$13.7K +100 +91%
P
786
Palladiem
Pennsylvania
$28K
RFA
787
Reilly Financial Advisors
California
$27K -$41.3K -301 -60%
LWA
788
Lenox Wealth Advisors
New York
$27K
ST
789
Smithfield Trust
Pennsylvania
$27K
WP
790
WealthPLAN Partners
Nebraska
$27K +$27.4K +200 New
BL
791
Balentine LLC
Georgia
$27K +$27.6K +201 New
WCM
792
Wealthcare Capital Management
Virginia
$25K +$10K +73 +65%
UFA
793
US Financial Advisors
Massachusetts
$23K
MUS
794
Mitsubishi UFJ Securities
Japan
$23K +$23.3K +170 New
M
795
MOTCO
Texas
$22K
TFO
796
Tarbox Family Office
California
$22K
TNB
797
Thomasville National Bank
Georgia
$21K +$21.5K +157 New
PFG
798
Piershale Financial Group
Illinois
$20K -$19.1K -139 -49%
CG
799
Colony Group
Massachusetts
$20K -$1.51K -11 -7%
CFG
800
CKW Financial Group
Hawaii
$19K

GD Hedge Fund Activity: Q1 2015 in Review

828 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in General Dynamics (GD) for Q1 2015, worth a combined $39B — down 3.2% from $40.3B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of GD and 66 opened new positions — a net loss of 5 holders — while 315 trimmed existing stakes and 301 added.

The largest buyer was Citadel Advisors, adding an estimated $162M. The largest seller was Capital Research Global Investors, cutting an estimated $335M.

  • 828 institutional investors held General Dynamics (GD) as of Q1 2015, down from 845 in Q4 2014.
  • Funds reported $39B of General Dynamics stock for Q1 2015, down 3.2% quarter-over-quarter.
  • 66 funds opened new General Dynamics positions in Q1 2015 and 71 closed out, a net change of -5 holders.
  • The largest General Dynamics buyer in Q1 2015 was Citadel Advisors, an estimated $162M added.
  • The largest General Dynamics seller in Q1 2015 was Capital Research Global Investors, an estimated $335M sold.

Based on aggregated 13F filings for Q1 2015.