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General Dynamics

845 hedge funds and large institutions have $40.3B invested in General Dynamics in 2014 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 283 increasing their positions, 304 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 42

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

11% more funds holding

Funds holding: 764845 (+81)

7% more capital invested

Capital invested by funds: $37.6B → $40.3B (+$2.71B)

0.09% less ownership

Funds ownership: 88.59%88.5% (-0.09%)

7% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 304

35% less call options, than puts

Call options by funds: $156M | Put options by funds: $240M

Holders
845
Holders Change
+81
Holders Change %
+10.6%
% of All Funds
22.54%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.59%
New
132
Increased
283
Reduced
304
Closed
42
Calls
$156M
Puts
$240M
Net Calls
-$83.8M
Net Calls Change
-$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LAMI
1
Longview Asset Management (Illinois)
Illinois
$4.59B -$6.3M -46,300 -0.1%
Capital Research Global Investors
2
Capital Research Global Investors
California
$3.71B -$999M -7,344,076 -21%
ETC
3
Evercore Trust Company
New York
$3.42B -$99.5M -731,263 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.62B +$51.7M +380,190 +2%
State Street
5
State Street
Massachusetts
$2.03B +$18.4M +134,895 +0.9%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.6B +$6M +44,073 +0.4%
BIT
7
BlackRock Institutional Trust
California
$1.19B +$74.6M +548,454 +7%
PI
8
Putnam Investments
Massachusetts
$809M -$231M -1,700,277 -22%
BFA
9
BlackRock Fund Advisors
California
$771M +$39.5M +290,014 +5%
Invesco
10
Invesco
Georgia
$665M +$13.4M +98,652 +2%
Capital World Investors
11
Capital World Investors
California
$653M
Wellington Management Group
12
Wellington Management Group
Massachusetts
$624M -$43.4M -319,055 -7%
Wells Fargo
13
Wells Fargo
California
$606M +$38.1M +280,314 +7%
Northern Trust
14
Northern Trust
Illinois
$555M +$1.8M +13,209 +0.3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$527M +$75.2M +552,814 +17%
Ameriprise
16
Ameriprise
Minnesota
$506M +$64.1M +471,077 +15%
Franklin Resources
17
Franklin Resources
California
$421M +$23.4M +171,928 +6%
MAA
18
Managed Account Advisors
New Jersey
$378M -$65.8M -483,814 -15%
Bank of America
19
Bank of America
North Carolina
$369M -$576M -4,232,504 -61%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$339M +$9.48M +69,669 +3%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$331M +$72.3M +531,518 +28%
Morgan Stanley
22
Morgan Stanley
New York
$297M +$159M +1,168,585 +118%
MCM
23
Marsico Capital Management
Colorado
$293M -$105M -773,152 -27%
TCIM
24
TIAA CREF Investment Management
New York
$286M +$6.41M +47,090 +2%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$266M -$124M -911,712 -32%

GD Hedge Fund Activity: Q4 2014 in Review

845 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in General Dynamics (GD) for Q4 2014, worth a combined $40.3B — up 7.2% from $37.6B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new GD positions and 42 closed out — a net gain of 90 holders — while 283 added to existing stakes and 304 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $195M. The largest seller was Capital Research Global Investors, cutting an estimated $999M.

  • 845 institutional investors held General Dynamics (GD) as of Q4 2014, up from 764 in Q3 2014.
  • Funds reported $40.3B of General Dynamics stock for Q4 2014, up 7.2% quarter-over-quarter.
  • 132 funds opened new General Dynamics positions in Q4 2014 and 42 closed out, a net change of +90 holders.
  • The largest General Dynamics buyer in Q4 2014 was Renaissance Technologies, an estimated $195M added.
  • The largest General Dynamics seller in Q4 2014 was Capital Research Global Investors, an estimated $999M sold.

Based on aggregated 13F filings for Q4 2014.