We are live on ! Find out more
GD icon

General Dynamics

1,062 hedge funds and large institutions have $39.6B invested in General Dynamics in 2018 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 339 increasing their positions, 444 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.34% less ownership

Funds ownership: 86.6%85.26% (-1.3%)

4% less funds holding

Funds holding: 1,1091,062 (-47)

16% less call options, than puts

Call options by funds: $221M | Put options by funds: $262M

24% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 444

24% less capital invested

Capital invested by funds: $52.4B → $39.6B (-$12.8B)

25% less first-time investments, than exits

New positions opened: 116 | Existing positions closed: 154

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
1,062
Holders Change
-47
Holders Change %
-4.24%
% of All Funds
23.66%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.16%
New
116
Increased
339
Reduced
444
Closed
154
Calls
$221M
Puts
$262M
Net Calls
-$41.1M
Net Calls Change
-$81.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
801
GSB Wealth Management
Connecticut
$249K
EWM
802
Endurance Wealth Management
Rhode Island
$247K
FIA
803
Foundations Investment Advisors
Arizona
$246K -$28.3K -158 -10%
MIM
804
Miller Investment Management
Pennsylvania
$244K
MFW
805
Mosaic Family Wealth
Missouri
$244K +$1.79K +10 +0.6%
PCG
806
Private Capital Group
Connecticut
$244K +$16.5K +92 +6%
ACS
807
Archford Capital Strategies
Illinois
$244K +$63.6K +355 +30%
FWM
808
Fairhaven Wealth Management
Illinois
$243K +$277K +1,548 New
CA
809
Continuum Advisory
Idaho
$242K -$103K -575 -27%
RT
810
Rockland Trust
Massachusetts
$242K -$538 -3 -0.2%
MMA
811
Miracle Mile Advisors
California
$241K +$275K +1,536 New
RCAG
812
Rehmann Capital Advisory Group
Michigan
$240K -$1.43K -8 -0.5%
GT
813
Glenview Trust
Kentucky
$238K +$71.7K +400 +36%
BOPW
814
Brandywine Oak Private Wealth
Pennsylvania
$238K +$272K +1,520 New
EGA
815
Eagle Global Advisors
Texas
$236K
FMLI
816
Fukoku Mutual Life Insurance
Japan
$236K
PP
817
Prudential plc
United Kingdom
$235K +$19K +106 +8%
FCI
818
Financial Counselors Inc
Kansas
$232K -$56.4K -315 -18%
AW
819
Alpha Windward
Massachusetts
$232K -$8.78K -49 -3%
IC
820
InterOcean Capital
Illinois
$231K -$6.45K -36 -2%
BFO
821
Biltmore Family Office
North Carolina
$229K +$36.9K +206 +16%
FCBT
822
First Citizens Bank & Trust
North Carolina
$228K -$136K -760 -34%
PFM
823
Parsec Financial Management
North Carolina
$228K
PG
824
Patten Group
Tennessee
$228K
PMFA
825
Plante Moran Financial Advisors
Michigan
$228K +$5.38K +30 +2%

GD Hedge Fund Activity: Q4 2018 in Review

1,062 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in General Dynamics (GD) for Q4 2018, worth a combined $39.6B — down 24% from $52.4B a quarter earlier.

Sellers outnumbered buyers: 154 funds closed out of GD and 116 opened new positions — a net loss of 38 holders — while 444 trimmed existing stakes and 339 added.

The largest buyer was JP Morgan Chase, adding an estimated $415M. The largest seller was Capital World Investors, exiting entirely with an estimated $492M sold.

  • 1,062 institutional investors held General Dynamics (GD) as of Q4 2018, down from 1,109 in Q3 2018.
  • Funds reported $39.6B of General Dynamics stock for Q4 2018, down 24% quarter-over-quarter.
  • 116 funds opened new General Dynamics positions in Q4 2018 and 154 closed out, a net change of -38 holders.
  • The largest General Dynamics buyer in Q4 2018 was JP Morgan Chase, an estimated $415M added.
  • The largest General Dynamics seller in Q4 2018 was Capital World Investors, an estimated $492M sold.

Based on aggregated 13F filings for Q4 2018.