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General Dynamics

979 hedge funds and large institutions have $45.6B invested in General Dynamics in 2016 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 320 increasing their positions, 350 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 50

93% more funds holding in top 10

Funds holding in top 10: 1529 (+14)

12% more funds holding

Funds holding: 872979 (+107)

11% more capital invested

Capital invested by funds: $41.2B → $45.6B (+$4.4B)

0.99% less ownership

Funds ownership: 87.79%86.8% (-0.99%)

5% less call options, than puts

Call options by funds: $438M | Put options by funds: $459M

9% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 350

Holders
979
Holders Change
+107
Holders Change %
+12.27%
% of All Funds
24.48%
Holding in Top 10
29
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+93.33%
% of All Funds
0.72%
New
168
Increased
320
Reduced
350
Closed
50
Calls
$438M
Puts
$459M
Net Calls
-$21M
Net Calls Change
-$296M
Name Holding Trade Value Shares
Change
Change in
Stake
LAMI
1
Longview Asset Management (Illinois)
Illinois
$5.75B +$18.8K +115 +0%
ETC
2
Evercore Trust Company
New York
$3.85B -$153M -932,418 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.26B +$59.7M +365,003 +2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$2.78B -$22.1M -135,000 -0.8%
State Street
5
State Street
Massachusetts
$2.3B +$72.9M +445,412 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.74B +$25M +152,930 +2%
Bank of America
7
Bank of America
North Carolina
$1.5B +$39.7M +242,955 +3%
BIT
8
BlackRock Institutional Trust
California
$1.28B -$25.8M -157,940 -2%
Wells Fargo
9
Wells Fargo
California
$1.09B -$160M -978,622 -13%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$854M -$121M -742,187 -13%
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$832M -$284M -1,736,795 -26%
Invesco
12
Invesco
Georgia
$829M -$30M -183,662 -4%
BFA
13
BlackRock Fund Advisors
California
$797M +$142M +868,798 +23%
Franklin Resources
14
Franklin Resources
California
$631M -$790K -4,826 -0.1%
JP Morgan Chase
15
JP Morgan Chase
New York
$598M -$101M -614,754 -15%
JHIU
16
Janus Henderson Investors US
Colorado
$587M +$223M +1,360,427 +67%
Northern Trust
17
Northern Trust
Illinois
$566M -$24.8M -151,719 -4%
IAM
18
Iridian Asset Management
Connecticut
$489M +$11.4M +69,981 +3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$479M +$16.2M +99,132 +4%
Ameriprise
20
Ameriprise
Minnesota
$453M -$34.7M -212,114 -7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$447M +$25.9M +158,279 +7%
Boston Partners
22
Boston Partners
Massachusetts
$445M -$167M -1,020,758 -28%
LCOV
23
London Company of Virginia
Virginia
$423M -$15.1M -92,401 -4%
BG
24
BlackRock Group
United Kingdom
$319M -$97.3M -594,712 -24%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$315M +$215M +1,314,989 +258%

GD Hedge Fund Activity: Q4 2016 in Review

979 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in General Dynamics (GD) for Q4 2016, worth a combined $45.6B — up 11% from $41.2B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new GD positions and 50 closed out — a net gain of 118 holders — while 320 added to existing stakes and 350 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $246M. The largest seller was Putnam Investments, cutting an estimated $329M.

  • 979 institutional investors held General Dynamics (GD) as of Q4 2016, up from 872 in Q3 2016.
  • Funds reported $45.6B of General Dynamics stock for Q4 2016, up 11% quarter-over-quarter.
  • 168 funds opened new General Dynamics positions in Q4 2016 and 50 closed out, a net change of +118 holders.
  • The largest General Dynamics buyer in Q4 2016 was Winslow Capital Management, an estimated $246M added.
  • The largest General Dynamics seller in Q4 2016 was Putnam Investments, an estimated $329M sold.

Based on aggregated 13F filings for Q4 2016.