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General Dynamics

1,517 hedge funds and large institutions have $52.2B invested in General Dynamics in 2023 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 594 increasing their positions, 546 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $454M | Put options by funds: $267M

9% more repeat investments, than reductions

Existing positions increased: 594 | Existing positions reduced: 546

8% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 105

2% more capital invested

Capital invested by funds: $51.1B → $52.2B (+$1.07B)

0.19% less ownership

Funds ownership: 86.71%86.52% (-0.19%)

1% less funds holding

Funds holding: 1,5291,517 (-12)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
1,517
Holders Change
-12
Holders Change %
-0.78%
% of All Funds
24.07%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
113
Increased
594
Reduced
546
Closed
105
Calls
$454M
Puts
$267M
Net Calls
+$188M
Net Calls Change
-$227M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$33.3M -$4.01M -18,133 -11%
BCWM
102
Bartlett & Co Wealth Management
Ohio
$33.1M -$388K -1,752 -1%
BC
103
Bartlett & Co
Ohio
$33.1M -$388K -1,752 -1%
Allspring Global Investments
104
Allspring Global Investments
North Carolina
$33M -$4.6M -20,792 -12%
CI
105
Conning Inc
Connecticut
$32.7M -$2.26M -10,227 -6%
N
106
Natixis
France
$32.1M -$2.03M -9,192 -6%
HC
107
Henshaw Capital
Massachusetts
$31.4M
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$31.2M +$30.7M +138,587 +5,638%
EIP
109
Epoch Investment Partners
New York
$31M -$1.52M -6,886 -5%
USGIU
110
U.S. Global Investors (USGI)
Texas
$30.4M -$5.54M -25,038 -15%
HPC
111
HM Payson & Co
Maine
$30.4M -$357K -1,614 -1%
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$30.2M -$92.1M -416,505 -75%
PGFC
113
Peapack-Gladstone Financial Corp
New Jersey
$30.1M +$66.4K +300 +0.2%
OAM
114
Oppenheimer Asset Management
New York
$28.5M -$2.41M -10,899 -8%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$28.5M -$1.38M -6,252 -5%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$28.4M -$452K -2,045 -2%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$28.4M +$1.67M +7,546 +6%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$28M -$841K -3,802 -3%
MIS
119
Morningstar Investment Services
Illinois
$27.8M -$23.9K -108 -0.1%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$27.7M -$2.16M -9,770 -7%
Corient Private Wealth
121
Corient Private Wealth
Florida
$27.4M +$1.09M +4,908 +4%
State of Wisconsin Investment Board
122
State of Wisconsin Investment Board
Wisconsin
$27.4M -$14.5M -65,522 -35%
RC
123
Randolph Company
Ohio
$27.1M -$162K -731 -0.6%
US Bancorp
124
US Bancorp
Minnesota
$27.1M -$885K -4,001 -3%
CCP
125
Clough Capital Partners
Massachusetts
$26.9M +$26.9M +121,590 New

GD Hedge Fund Activity: Q3 2023 in Review

1,517 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in General Dynamics (GD) for Q3 2023, worth a combined $52.2B — up 2.1% from $51.1B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new GD positions and 105 closed out — a net gain of 8 holders — while 594 added to existing stakes and 546 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $388M. The largest seller was Capital Research Global Investors, cutting an estimated $511M.

  • 1,517 institutional investors held General Dynamics (GD) as of Q3 2023, down from 1,529 in Q2 2023.
  • Funds reported $52.2B of General Dynamics stock for Q3 2023, up 2.1% quarter-over-quarter.
  • 113 funds opened new General Dynamics positions in Q3 2023 and 105 closed out, a net change of +8 holders.
  • The largest General Dynamics buyer in Q3 2023 was Wellington Management Group, an estimated $388M added.
  • The largest General Dynamics seller in Q3 2023 was Capital Research Global Investors, an estimated $511M sold.

Based on aggregated 13F filings for Q3 2023.