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
SIM
1026
Sonora Investment Management
Arizona
$8K
CFA
1027
Clarfeld Financial Advisors
New York
$8K +$9.14K +51 New
AIA
1028
Alera Investment Advisors
Illinois
$8K +$9.5K +53 New
PO
1029
Private Ocean
California
$7K
TAIM
1030
TD Ameritrade Investment Management
Nebraska
$7K +$538 +3 +7%
AWM
1031
Arbor Wealth Management
Florida
$7K +$7.71K +43 New
IWA
1032
Intercontinental Wealth Advisors
Texas
$7K +$7.71K +43 New
CAM
1033
Close Asset Management
United Kingdom
$6K -$35.8K -200 -36%
AWMS
1034
Advocacy Wealth Management Services
Georgia
$6K
SIAS
1035
Shine Investment Advisory Services
Colorado
$6K
NWM
1036
Northwest Wealth Management
Iowa
$5K
PWM
1037
PRW Wealth Management
Massachusetts
$5K +$5.91K +33 New
IFAM
1038
Institutional & Family Asset Management
Colorado
$4K -$174K -971 -97%
BWL
1039
Bogart Wealth LLC
Virginia
$4K
HFM
1040
Hartford Financial Management
Connecticut
$4K
SCA
1041
Stuart Chaussee & Associates
California
$4K
AIS
1042
Accurate Investment Solutions
Pennsylvania
$3K
EWM
1043
Elmwood Wealth Management
California
$3K
MA
1044
MCF Advisors
Kentucky
$3K
TC
1045
Trust Company
Kansas
$3K
Lazard Asset Management
1046
Lazard Asset Management
New York
$2K -$911K -5,082 -100%
OFW
1047
Omnia Family Wealth
Florida
$2K -$120K -668 -98%
GTAM
1048
Global Trust Asset Management
Florida
$2K -$2.69K -15 -58%
HIM
1049
Hillsdale Investment Management
Ontario, Canada
$2K
LWANC
1050
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K +$1.79K +10 New

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.