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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
MWA
901
Meridian Wealth Advisors
Texas
$104K +$118K +660 New
SFSIG
902
San Francisco Sentry Investment Group
California
$103K -$49.5K -276 -30%
PVH
903
Psagot Value Holdings
Israel
$102K
QCG
904
Quadrant Capital Group
Ohio
$100K +$4.84K +27 +4%
ACA
905
Atlas Capital Advisors
Wyoming
$97.8K
BWM
906
BerganKDV Wealth Management
Minnesota
$96K
LPC
907
Loeb Partners Corp
New York
$96K +$108K +600 New
OIA
908
Optimum Investment Advisors
Illinois
$95K
CIAS
909
Capital Investment Advisory Services
North Carolina
$94K +$107K +596 New
BBA
910
Braun-Bostich & Associates
Pennsylvania
$91K -$442K -2,468 -81%
GSC
911
G&S Capital
Colorado
$91K +$179 +1 +0.2%
CCM
912
Covington Capital Management
California
$90K -$663K -3,701 -87%
IBOK
913
Independence Bank of Kentucky
Kentucky
$86K -$22.4K -125 -19%
PCTC
914
Perkins Coie Trust Company
Washington
$86K
YWP
915
YorkBridge Wealth Partners
New York
$85K +$1.97K +11 +2%
SMFS
916
Squar Milner Financial Services
California
$83K +$4.3K +24 +5%
FC
917
Ferris Capital
Massachusetts
$81K -$1.61K -9 -2%
CBT
918
Capital Bank & Trust
California
$81K +$71.7K +400 +339%
FPS
919
Fieldpoint Private Securities
Connecticut
$80K
FA
920
Fortis Advisors
Pennsylvania
$79K
Rockefeller Capital Management
921
Rockefeller Capital Management
New York
$79K
AF
922
Allworth Financial
California
$79K +$18.8K +105 +26%
LC
923
Lindbrook Capital
California
$79K +$90.7K +506 New
GT
924
Glenmede Trust
Pennsylvania
$75.4K +$58M +323,943 +208%
LWCFA
925
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75K

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.