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General Dynamics

764 hedge funds and large institutions have $37.6B invested in General Dynamics in 2014 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 220 increasing their positions, 330 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 39

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

6% more capital invested

Capital invested by funds: $35.3B → $37.6B (+$2.26B)

3% more funds holding

Funds holding: 739764 (+25)

0.2% more ownership

Funds ownership: 88.4%88.59% (+0.2%)

13% less call options, than puts

Call options by funds: $156M | Put options by funds: $179M

33% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 330

Holders
764
Holders Change
+25
Holders Change %
+3.38%
% of All Funds
22.17%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.52%
New
73
Increased
220
Reduced
330
Closed
39
Calls
$156M
Puts
$179M
Net Calls
-$23.4M
Net Calls Change
-$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$4.36B -$266M -2,188,000 -6%
LAMI
2
Longview Asset Management (Illinois)
Illinois
$4.24B +$1.22M +10,081 +0%
ETC
3
Evercore Trust Company
New York
$3.25B -$46.3M -381,291 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.38B -$7.47M -61,560 -0.3%
State Street
5
State Street
Massachusetts
$1.85B -$51.7M -426,068 -3%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.47B -$13.8M -113,582 -1%
BIT
7
BlackRock Institutional Trust
California
$1.03B -$29.5M -242,826 -3%
PI
8
Putnam Investments
Massachusetts
$963M -$13.1M -108,054 -1%
Bank of America
9
Bank of America
North Carolina
$879M -$107M -880,025 -11%
BFA
10
BlackRock Fund Advisors
California
$675M +$5.31M +43,733 +0.8%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$617M -$49.1M -404,546 -8%
Capital World Investors
12
Capital World Investors
California
$603M -$62.5M -515,000 -10%
Invesco
13
Invesco
Georgia
$602M -$71.4M -587,663 -11%
Wells Fargo
14
Wells Fargo
California
$524M +$8M +65,925 +2%
Northern Trust
15
Northern Trust
Illinois
$511M -$14.1M -116,019 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$416M -$9.31M -76,649 -2%
MAA
17
Managed Account Advisors
New Jersey
$410M +$93.5M +770,368 +31%
Ameriprise
18
Ameriprise
Minnesota
$408M +$83.8M +690,315 +27%
MCM
19
Marsico Capital Management
Colorado
$369M -$60.4M -497,254 -15%
Franklin Resources
20
Franklin Resources
California
$367M +$1.7K +14 +0%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$362M +$139M +1,143,636 +67%
Harris Associates
22
Harris Associates
Illinois
$334M -$105M -865,440 -25%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$304M -$8.83M -72,713 -3%
TCIM
24
TIAA CREF Investment Management
New York
$258M -$5.86M -48,253 -2%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$251M +$29M +238,802 +14%

GD Hedge Fund Activity: Q3 2014 in Review

764 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in General Dynamics (GD) for Q3 2014, worth a combined $37.6B — up 6.4% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new GD positions and 39 closed out — a net gain of 34 holders — while 220 added to existing stakes and 330 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $139M. The largest seller was Capital Research Global Investors, cutting an estimated $266M.

  • 764 institutional investors held General Dynamics (GD) as of Q3 2014, up from 739 in Q2 2014.
  • Funds reported $37.6B of General Dynamics stock for Q3 2014, up 6.4% quarter-over-quarter.
  • 73 funds opened new General Dynamics positions in Q3 2014 and 39 closed out, a net change of +34 holders.
  • The largest General Dynamics buyer in Q3 2014 was Lord, Abbett & Co, an estimated $139M added.
  • The largest General Dynamics seller in Q3 2014 was Capital Research Global Investors, an estimated $266M sold.

Based on aggregated 13F filings for Q3 2014.