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General Dynamics

1,109 hedge funds and large institutions have $52.4B invested in General Dynamics in 2018 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 418 increasing their positions, 389 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $329M | Put options by funds: $289M

11% more capital invested

Capital invested by funds: $47.3B → $52.4B (+$5.04B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

7% more repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 389

0.97% more ownership

Funds ownership: 85.62%86.6% (+0.97%)

2% less funds holding

Funds holding: 1,1311,109 (-22)

14% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 85

Holders
1,109
Holders Change
-22
Holders Change %
-1.95%
% of All Funds
25.35%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.25%
New
73
Increased
418
Reduced
389
Closed
85
Calls
$329M
Puts
$289M
Net Calls
+$40.4M
Net Calls Change
+$7.93M
Name Holding Trade Value Shares
Change
Change in
Stake
LAMI
1
Longview Asset Management (Illinois)
Illinois
$6.69B
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.28B +$69.9M +357,032 +2%
Newport Trust Company
3
Newport Trust Company
District of Columbia
$4.27B -$37.1M -189,348 -0.9%
Capital Research Global Investors
4
Capital Research Global Investors
California
$4.24B -$569M -2,906,521 -12%
BlackRock
5
BlackRock
New York
$3.57B +$83.5M +426,955 +3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$2.43B +$910M +4,651,176 +64%
State Street
7
State Street
Massachusetts
$2.34B +$124M +632,895 +6%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.73B +$287M +1,465,938 +21%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.57B -$9.95M -50,839 -0.7%
Bank of America
10
Bank of America
North Carolina
$1.41B -$65.5M -334,648 -5%
Wells Fargo
11
Wells Fargo
California
$1.22B -$22.1M -112,861 -2%
Invesco
12
Invesco
Georgia
$1.01B -$1.47M -7,488 -0.2%
Franklin Resources
13
Franklin Resources
California
$779M +$7.39M +37,756 +1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$678M +$13.8M +70,300 +2%
Northern Trust
15
Northern Trust
Illinois
$641M -$9.46M -48,358 -2%
Barrow, Hanley, Mewhinney & Strauss
16
Barrow, Hanley, Mewhinney & Strauss
Texas
$562M -$79.9M -408,260 -13%
Caisse de Depot et Placement du Quebec (CDPQ)
17
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$559M +$95.1M +486,000 +22%
Capital International Investors
18
Capital International Investors
California
$541M +$229M +1,170,662 +80%
Ameriprise
19
Ameriprise
Minnesota
$536M -$186M -953,037 -27%
Capital World Investors
20
Capital World Investors
California
$492M +$471M +2,404,900 New
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$449M -$108M -553,409 -20%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$392M +$5.82M +29,753 +2%
LCOV
23
London Company of Virginia
Virginia
$389M -$2.84M -14,512 -0.8%
Aristotle Capital Management
24
Aristotle Capital Management
California
$372M +$12.5M +63,831 +4%
FCM
25
Farallon Capital Management
California
$363M +$14.3M +73,007 +4%

GD Hedge Fund Activity: Q3 2018 in Review

1,109 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in General Dynamics (GD) for Q3 2018, worth a combined $52.4B — up 11% from $47.3B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of GD and 73 opened new positions — a net loss of 12 holders — while 389 trimmed existing stakes and 418 added.

The largest buyer was Wellington Management Group, adding an estimated $910M. The largest seller was Capital Research Global Investors, cutting an estimated $569M.

  • 1,109 institutional investors held General Dynamics (GD) as of Q3 2018, down from 1,131 in Q2 2018.
  • Funds reported $52.4B of General Dynamics stock for Q3 2018, up 11% quarter-over-quarter.
  • 73 funds opened new General Dynamics positions in Q3 2018 and 85 closed out, a net change of -12 holders.
  • The largest General Dynamics buyer in Q3 2018 was Wellington Management Group, an estimated $910M added.
  • The largest General Dynamics seller in Q3 2018 was Capital Research Global Investors, an estimated $569M sold.

Based on aggregated 13F filings for Q3 2018.