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General Dynamics

1,528 hedge funds and large institutions have $51.1B invested in General Dynamics in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 612 increasing their positions, 569 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $628M | Put options by funds: $213M

8% more repeat investments, than reductions

Existing positions increased: 612 | Existing positions reduced: 569

0.94% less ownership

Funds ownership: 87.65%86.71% (-0.94%)

5% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 111

1% less funds holding

Funds holding: 1,5441,528 (-16)

6% less capital invested

Capital invested by funds: $54.3B → $51.1B (-$3.19B)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
1,528
Holders Change
-16
Holders Change %
-1.04%
% of All Funds
23.99%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
105
Increased
612
Reduced
569
Closed
111
Calls
$628M
Puts
$213M
Net Calls
+$415M
Net Calls Change
+$353M
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
1301
Pin Oak Investment Advisors
Texas
$173K
SC
1302
Skylands Capital
Wisconsin
$161K
FFC
1303
First Financial Corp
Indiana
$153K -$6.69K -31 -4%
CHA
1304
Carmichael Hill & Associates
Maryland
$151K
SSG
1305
Summit Securities Group
New York
$149K -$31.7K -147 -17%
CSC
1306
Caldwell Sutter Capital
California
$144K +$90.4K +419 +168%
GI
1307
Gradient Investments
Minnesota
$142K -$2.81K -13 -2%
EWA
1308
EverSource Wealth Advisors
Alabama
$139K +$60.4K +280 +77%
MHR
1309
Matthew Hamilton Rosenberg
$138K -$9.49K -44 -6%
HB
1310
Horizon Bancorp
Indiana
$135K +$20.7K +96 +18%
PIAS
1311
PCA Investment Advisory Services
Ohio
$135K +$135K +625 New
RCG
1312
Rock Creek Group
District of Columbia
$134K +$9.71K +45 +8%
LWCFA
1313
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$131K
FFA
1314
Farther Finance Advisors
California
$131K -$34.7K -161 -21%
KFS
1315
Kelly Financial Services
Massachusetts
$130K +$432 +2 +0.3%
FCB
1316
First Command Bank
Texas
$129K -$5.39K -25 -4%
FCFS
1317
First Command Financial Services
Texas
$129K -$5.39K -25 -4%
SAG
1318
Spotlight Asset Group
Illinois
$129K +$130K +601 New
FPFS
1319
First Personal Financial Services
North Carolina
$129K
BSB
1320
Bangor Savings Bank
Maine
$128K
KI
1321
Kapitalo Investimentos
Brazil
$124K +$12.9K +60 +12%
WTC
1322
WhitTier Trust Company
Nevada
$122K
SC
1323
Solstein Capital
California
$121K
DMBA
1324
Deseret Mutual Benefit Administrators
Utah
$118K
CTA
1325
Colonial Trust Advisors
South Carolina
$114K -$6.47K -30 -5%

GD Hedge Fund Activity: Q2 2023 in Review

1,528 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in General Dynamics (GD) for Q2 2023, worth a combined $51.1B — down 5.9% from $54.3B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of GD and 105 opened new positions — a net loss of 6 holders — while 569 trimmed existing stakes and 612 added.

The largest buyer was Sanders Capital, adding an estimated $267M. The largest seller was Envestnet Asset Management, cutting an estimated $466M.

  • 1,528 institutional investors held General Dynamics (GD) as of Q2 2023, down from 1,544 in Q1 2023.
  • Funds reported $51.1B of General Dynamics stock for Q2 2023, down 5.9% quarter-over-quarter.
  • 105 funds opened new General Dynamics positions in Q2 2023 and 111 closed out, a net change of -6 holders.
  • The largest General Dynamics buyer in Q2 2023 was Sanders Capital, an estimated $267M added.
  • The largest General Dynamics seller in Q2 2023 was Envestnet Asset Management, an estimated $466M sold.

Based on aggregated 13F filings for Q2 2023.