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General Dynamics

1,183 hedge funds and large institutions have $56.5B invested in General Dynamics in 2018 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 385 increasing their positions, 467 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 69

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

9% more capital invested

Capital invested by funds: $52B → $56.5B (+$4.46B)

3% more funds holding

Funds holding: 1,1501,183 (+33)

2% more call options, than puts

Call options by funds: $391M | Put options by funds: $383M

0.16% more ownership

Funds ownership: 85.7%85.86% (+0.16%)

18% less repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 467

Holders
1,183
Holders Change
+33
Holders Change %
+2.87%
% of All Funds
27.11%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.48%
New
116
Increased
385
Reduced
467
Closed
69
Calls
$391M
Puts
$383M
Net Calls
+$7.66M
Net Calls Change
+$329M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1001
Avestar Capital
New York
$175K -$23.1K -106 -11%
OIA
1002
OneDigital Investment Advisors
Kansas
$171K +$32.8K +151 +24%
IBOK
1003
Independence Bank of Kentucky
Kentucky
$170K
YWP
1004
YorkBridge Wealth Partners
New York
$169K -$3.04K -14 -2%
AF
1005
Advisornet Financial
Minnesota
$167K +$14.1K +65 +9%
QCG
1006
Quadrant Capital Group
Ohio
$166K +$653 +3 +0.4%
Carson Wealth (CWM LLC)
1007
Carson Wealth (CWM LLC)
Nebraska
$164K +$26.5K +122 +20%
MYIA
1008
Mount Yale Investment Advisors
Colorado
$164K +$161K +741 New
JIR
1009
James Investment Research
Ohio
$160K -$522K -2,400 -77%
OFW
1010
Omnia Family Wealth
Florida
$160K -$23.7K -109 -13%
FPS
1011
Fieldpoint Private Securities
Connecticut
$159K
WPW
1012
Winthrop Partners - WNY
New York
$155K +$157K +722 New
AWA
1013
Acorn Wealth Advisors
Michigan
$155K
AIM
1014
Advantage Investment Management
Iowa
$150K +$45.9K +211 +45%
HCA
1015
Heck Capital Advisors
Wisconsin
$150K -$218 -1 -0.1%
EFSCE
1016
Enterprise Financial Services Corp (EFSC)
Missouri
$148K +$2.61K +12 +2%
PCIA
1017
Prime Capital Investment Advisors
Kansas
$146K
MGIA
1018
Moneta Group Investment Advisors
Missouri
$146K +$132K +606 +1,143%
RCG
1019
Ruggie Capital Group
Florida
$144K
GLI
1020
Guardian Life Insurance
New York
$141K -$57K -262 -29%
MOS
1021
MGO One Seven
Ohio
$138K -$1.09K -5 -0.8%
AIM
1022
Arcadia Investment Management
Michigan
$138K
ACA
1023
Atlas Capital Advisors
Wyoming
$137K +$135K +622 New
OIA
1024
Optimum Investment Advisors
Illinois
$134K +$132K +607 New
ATFA
1025
All Terrain Financial Advisors
Minnesota
$133K +$131K +600 New

GD Hedge Fund Activity: Q1 2018 in Review

1,183 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in General Dynamics (GD) for Q1 2018, worth a combined $56.5B — up 8.6% from $52B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new GD positions and 69 closed out — a net gain of 47 holders — while 385 added to existing stakes and 467 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $456M. The largest seller was Janus Henderson Group, cutting an estimated $395M.

  • 1,183 institutional investors held General Dynamics (GD) as of Q1 2018, up from 1,150 in Q4 2017.
  • Funds reported $56.5B of General Dynamics stock for Q1 2018, up 8.6% quarter-over-quarter.
  • 116 funds opened new General Dynamics positions in Q1 2018 and 69 closed out, a net change of +47 holders.
  • The largest General Dynamics buyer in Q1 2018 was Capital Research Global Investors, an estimated $456M added.
  • The largest General Dynamics seller in Q1 2018 was Janus Henderson Group, an estimated $395M sold.

Based on aggregated 13F filings for Q1 2018.