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General Dynamics

739 hedge funds and large institutions have $35.3B invested in General Dynamics in 2014 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 205 increasing their positions, 334 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 43

7% more call options, than puts

Call options by funds: $138M | Put options by funds: $128M

4% more capital invested

Capital invested by funds: $34B → $35.3B (+$1.34B)

1% more funds holding

Funds holding: 732739 (+7)

2.35% less ownership

Funds ownership: 90.75%88.4% (-2.4%)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

39% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 334

Holders
739
Holders Change
+7
Holders Change %
+0.96%
% of All Funds
21.24%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.37%
New
55
Increased
205
Reduced
334
Closed
43
Calls
$138M
Puts
$128M
Net Calls
+$9.37M
Net Calls Change
+$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$4.25B +$94M +825,920 +2%
LAMI
2
Longview Asset Management (Illinois)
Illinois
$3.89B -$1.44M -12,627 -0%
ETC
3
Evercore Trust Company
New York
$3.03B -$30.7M -269,756 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.19B +$47M +413,460 +2%
State Street
5
State Street
Massachusetts
$1.75B -$2.21M -19,436 -0.1%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.36B -$2.8M -24,655 -0.2%
BIT
7
BlackRock Institutional Trust
California
$973M -$476K -4,180 -0.1%
Bank of America
8
Bank of America
North Carolina
$909M +$56.3M +494,554 +7%
PI
9
Putnam Investments
Massachusetts
$896M -$974K -8,562 -0.1%
Invesco
10
Invesco
Georgia
$620M +$57.7M +507,485 +11%
BFA
11
BlackRock Fund Advisors
California
$614M +$36.1M +316,922 +6%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$613M -$454M -3,989,741 -43%
Capital World Investors
13
Capital World Investors
California
$613M -$98.4M -865,000 -14%
Northern Trust
14
Northern Trust
Illinois
$482M +$3.43M +30,162 +0.7%
Wells Fargo
15
Wells Fargo
California
$473M +$4.56M +40,048 +1%
Harris Associates
16
Harris Associates
Illinois
$407M -$116M -1,018,774 -23%
MCM
17
Marsico Capital Management
Colorado
$396M +$99.6M +875,434 +35%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$391M -$24.6M -216,092 -6%
Franklin Resources
19
Franklin Resources
California
$336M +$310K +2,725 +0.1%
Ameriprise
20
Ameriprise
Minnesota
$294M +$5.1M +44,856 +2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$287M -$3.13M -27,489 -1%
MAA
22
Managed Account Advisors
New Jersey
$286M +$5.73M +50,368 +2%
ABI
23
Abrams Bison Investments
Maryland
$280M
TCIM
24
TIAA CREF Investment Management
New York
$242M +$30.5M +268,017 +15%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$236M +$73.7M +647,545 +47%

GD Hedge Fund Activity: Q2 2014 in Review

739 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in General Dynamics (GD) for Q2 2014, worth a combined $35.3B — up 4% from $34B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new GD positions and 43 closed out — a net gain of 12 holders — while 205 added to existing stakes and 334 trimmed.

The largest buyer was Marsico Capital Management, adding an estimated $99.6M. The largest seller was Wellington Management Group, cutting an estimated $454M.

  • 739 institutional investors held General Dynamics (GD) as of Q2 2014, up from 732 in Q1 2014.
  • Funds reported $35.3B of General Dynamics stock for Q2 2014, up 4% quarter-over-quarter.
  • 55 funds opened new General Dynamics positions in Q2 2014 and 43 closed out, a net change of +12 holders.
  • The largest General Dynamics buyer in Q2 2014 was Marsico Capital Management, an estimated $99.6M added.
  • The largest General Dynamics seller in Q2 2014 was Wellington Management Group, an estimated $454M sold.

Based on aggregated 13F filings for Q2 2014.