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General Dynamics

979 hedge funds and large institutions have $45.6B invested in General Dynamics in 2016 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 320 increasing their positions, 350 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 50

93% more funds holding in top 10

Funds holding in top 10: 1529 (+14)

12% more funds holding

Funds holding: 872979 (+107)

11% more capital invested

Capital invested by funds: $41.2B → $45.6B (+$4.4B)

0.99% less ownership

Funds ownership: 87.79%86.8% (-0.99%)

5% less call options, than puts

Call options by funds: $438M | Put options by funds: $459M

9% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 350

Holders
979
Holders Change
+107
Holders Change %
+12.27%
% of All Funds
24.48%
Holding in Top 10
29
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+93.33%
% of All Funds
0.72%
New
168
Increased
320
Reduced
350
Closed
50
Calls
$438M
Puts
$459M
Net Calls
-$21M
Net Calls Change
-$296M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
926
Bartlett & Co
Ohio
$41K
FBT
927
First Bank & Trust
South Dakota
$41K +$39.1K +239 New
IPC
928
Independent Portfolio Consultants
Florida
$39K -$5.73K -35 -13%
ST
929
Smithfield Trust
Pennsylvania
$36K
LWCFA
930
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K
PVH
931
Psagot Value Holdings
Israel
$35K
LYV
932
Live Your Vision
Pennsylvania
$33K
PWM
933
Perigon Wealth Management
California
$32K
KF
934
Krilogy Financial
Missouri
$32K +$164 +1 +0.5%
TFO
935
Tarbox Family Office
California
$30K
MBT
936
Monroe Bank & Trust
Michigan
$30K +$28.5K +174 New
BAM
937
Bruderman Asset Management
New York
$29K
WPA
938
West Paces Advisors
Georgia
$27.3K +$25.8K +158 New
EF
939
Empirical Finance
Pennsylvania
$27K +$24.9K +152 New
BWP
940
Baldwin Wealth Partners
Massachusetts
$26K
JGIA
941
Jackson Grant Investment Advisers
Connecticut
$26K
BWM
942
Baystate Wealth Management
Massachusetts
$26K +$24.5K +150 New
BKA
943
Brick & Kyle Associates
Pennsylvania
$24K
JCM
944
Jacobi Capital Management
Pennsylvania
$22K -$148K -906 -88%
VCM
945
Versant Capital Management
Arizona
$22K -$1.8K -11 -8%
MIM
946
Macroview Investment Management
Maryland
$22K
AA
947
Apriem Advisors
California
$22K +$2.13K +13 +11%
SAM
948
Shamrock Asset Management
Texas
$20K
BCI
949
Brinker Capital Investments
Pennsylvania
$20K +$19.1K +117 New
TWA
950
TCI Wealth Advisors
Arizona
$19K -$654 -4 -4%

GD Hedge Fund Activity: Q4 2016 in Review

979 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in General Dynamics (GD) for Q4 2016, worth a combined $45.6B — up 11% from $41.2B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new GD positions and 50 closed out — a net gain of 118 holders — while 320 added to existing stakes and 350 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $246M. The largest seller was Putnam Investments, cutting an estimated $329M.

  • 979 institutional investors held General Dynamics (GD) as of Q4 2016, up from 872 in Q3 2016.
  • Funds reported $45.6B of General Dynamics stock for Q4 2016, up 11% quarter-over-quarter.
  • 168 funds opened new General Dynamics positions in Q4 2016 and 50 closed out, a net change of +118 holders.
  • The largest General Dynamics buyer in Q4 2016 was Winslow Capital Management, an estimated $246M added.
  • The largest General Dynamics seller in Q4 2016 was Putnam Investments, an estimated $329M sold.

Based on aggregated 13F filings for Q4 2016.