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General Dynamics

1,035 hedge funds and large institutions have $51.2B invested in General Dynamics in 2017 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 366 increasing their positions, 413 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 51

1% more funds holding

Funds holding: 1,0221,035 (+13)

4% more capital invested

Capital invested by funds: $49B → $51.2B (+$2.13B)

0.77% less ownership

Funds ownership: 86.4%85.63% (-0.77%)

11% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 413

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

28% less call options, than puts

Call options by funds: $276M | Put options by funds: $384M

Holders
1,035
Holders Change
+13
Holders Change %
+1.27%
% of All Funds
25.8%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.45%
New
73
Increased
366
Reduced
413
Closed
51
Calls
$276M
Puts
$384M
Net Calls
-$107M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Change in
Stake
LYV
976
Live Your Vision
Pennsylvania
$37K
TDC
977
Thompson Davis & Co
Virginia
$36K -$39.6K -202 -53%
SIAS
978
Shine Investment Advisory Services
Colorado
$36K +$35.5K +181 New
BC
979
Bartlett & Co
Ohio
$35K -$5.88K -30 -15%
PWM
980
Perigon Wealth Management
California
$34K
BAM
981
Bruderman Asset Management
New York
$34K +$33.3K +170 New
TFO
982
Tarbox Family Office
California
$33K
GBT
983
Grove Bank & Trust
Florida
$32K +$20.6K +105 +191%
WPA
984
West Paces Advisors
Georgia
$31.3K
BWP
985
Baldwin Wealth Partners
Massachusetts
$30K
BWM
986
Baystate Wealth Management
Massachusetts
$30K
JGIA
987
Jackson Grant Investment Advisers
Connecticut
$30K +$196 +1 +0.7%
RAM
988
Riggs Asset Management
Pennsylvania
$29K
VNA
989
Valley National Advisers
Pennsylvania
$28K
FCMT
990
Founders Capital Management (Texas)
Texas
$25K -$7.83K -40 -24%
MIM
991
Macroview Investment Management
Maryland
$25K
VCM
992
Versant Capital Management
Arizona
$24K -$588 -3 -2%
IPC
993
Independent Portfolio Consultants
Florida
$23K -$17.6K -90 -44%
BCI
994
Brinker Capital Investments
Pennsylvania
$23K
Lazard Asset Management
995
Lazard Asset Management
New York
$22K -$5.63M -28,733 -100%
CHP
996
Cable Hill Partners
Oregon
$20K
IDBONY
997
Israel Discount Bank of New York
New York
$20K
SAM
998
Shamrock Asset Management
Texas
$20K
MBT
999
Monroe Bank & Trust
Michigan
$20K +$19.6K +100 New
AA
1000
AlphaMark Advisors
Kentucky
$19K

GD Hedge Fund Activity: Q2 2017 in Review

1,035 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in General Dynamics (GD) for Q2 2017, worth a combined $51.2B — up 4.3% from $49B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new GD positions and 51 closed out — a net gain of 22 holders — while 366 added to existing stakes and 413 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $977M. The largest seller was Fidelity Investments, cutting an estimated $206M.

  • 1,035 institutional investors held General Dynamics (GD) as of Q2 2017, up from 1,022 in Q1 2017.
  • Funds reported $51.2B of General Dynamics stock for Q2 2017, up 4.3% quarter-over-quarter.
  • 73 funds opened new General Dynamics positions in Q2 2017 and 51 closed out, a net change of +22 holders.
  • The largest General Dynamics buyer in Q2 2017 was Janus Henderson Group, an estimated $977M added.
  • The largest General Dynamics seller in Q2 2017 was Fidelity Investments, an estimated $206M sold.

Based on aggregated 13F filings for Q2 2017.