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General Dynamics

1,062 hedge funds and large institutions have $39.6B invested in General Dynamics in 2018 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 339 increasing their positions, 444 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.34% less ownership

Funds ownership: 86.6%85.26% (-1.3%)

4% less funds holding

Funds holding: 1,1091,062 (-47)

16% less call options, than puts

Call options by funds: $221M | Put options by funds: $262M

24% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 444

24% less capital invested

Capital invested by funds: $52.4B → $39.6B (-$12.8B)

25% less first-time investments, than exits

New positions opened: 116 | Existing positions closed: 154

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
1,062
Holders Change
-47
Holders Change %
-4.24%
% of All Funds
23.66%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.16%
New
116
Increased
339
Reduced
444
Closed
154
Calls
$221M
Puts
$262M
Net Calls
-$41.1M
Net Calls Change
-$81.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LAMI
1
Longview Asset Management (Illinois)
Illinois
$5.14B +$821K +4,580 +0%
Capital Research Global Investors
2
Capital Research Global Investors
California
$3.53B +$311M +1,736,703 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.39B +$117M +655,275 +3%
Newport Trust Company
4
Newport Trust Company
District of Columbia
$3.25B -$34.4M -192,185 -0.9%
BlackRock
5
BlackRock
New York
$2.71B -$40.5M -226,009 -1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$2.09B +$252M +1,407,320 +12%
State Street
7
State Street
Massachusetts
$1.78B -$21.7M -121,167 -1%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.69B +$415M +2,315,507 +27%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.17B -$41.7M -232,496 -3%
Bank of America
10
Bank of America
North Carolina
$1.14B +$60.5M +337,359 +5%
Wells Fargo
11
Wells Fargo
California
$903M -$41.9M -233,620 -4%
Invesco
12
Invesco
Georgia
$777M +$2.6M +14,517 +0.3%
Franklin Resources
13
Franklin Resources
California
$599M +$1.13M +6,305 +0.2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$551M +$34.6M +193,294 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
15
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$489M +$68.6M +383,100 +14%
Northern Trust
16
Northern Trust
Illinois
$465M -$31M -172,871 -6%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$388M -$50.4M -281,014 -10%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$362M +$19.2M +107,043 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$291M -$10.8M -60,279 -3%
Aristotle Capital Management
20
Aristotle Capital Management
California
$279M -$7.64M -42,636 -2%
FCM
21
Farallon Capital Management
California
$256M -$25.5M -142,536 -8%
Ameriprise
22
Ameriprise
Minnesota
$229M -$211M -1,179,784 -45%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$221M -$9.65M -53,877 -4%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$218M +$11.4M +63,531 +5%
Adage Capital Partners
25
Adage Capital Partners
Massachusetts
$217M +$105M +584,822 +73%

GD Hedge Fund Activity: Q4 2018 in Review

1,062 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in General Dynamics (GD) for Q4 2018, worth a combined $39.6B — down 24% from $52.4B a quarter earlier.

Sellers outnumbered buyers: 154 funds closed out of GD and 116 opened new positions — a net loss of 38 holders — while 444 trimmed existing stakes and 339 added.

The largest buyer was JP Morgan Chase, adding an estimated $415M. The largest seller was Capital World Investors, exiting entirely with an estimated $492M sold.

  • 1,062 institutional investors held General Dynamics (GD) as of Q4 2018, down from 1,109 in Q3 2018.
  • Funds reported $39.6B of General Dynamics stock for Q4 2018, down 24% quarter-over-quarter.
  • 116 funds opened new General Dynamics positions in Q4 2018 and 154 closed out, a net change of -38 holders.
  • The largest General Dynamics buyer in Q4 2018 was JP Morgan Chase, an estimated $415M added.
  • The largest General Dynamics seller in Q4 2018 was Capital World Investors, an estimated $492M sold.

Based on aggregated 13F filings for Q4 2018.