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General Dynamics

1,155 hedge funds and large institutions have $36.8B invested in General Dynamics in 2020 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 442 increasing their positions, 411 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 79

37% more call options, than puts

Call options by funds: $298M | Put options by funds: $218M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

12% more capital invested

Capital invested by funds: $32.8B → $36.8B (+$4.02B)

6% more funds holding

Funds holding: 1,0911,155 (+64)

8% more repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 411

0.71% more ownership

Funds ownership: 85.64%86.35% (+0.71%)

Holders
1,155
Holders Change
+64
Holders Change %
+5.87%
% of All Funds
23.68%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
150
Increased
442
Reduced
411
Closed
79
Calls
$298M
Puts
$218M
Net Calls
+$80.7M
Net Calls Change
+$87.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LAMI
1
Longview Asset Management (Illinois)
Illinois
$4.81B
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.13B -$30.9M -219,133 -1%
Newport Trust Company
3
Newport Trust Company
District of Columbia
$2.93B +$21.3M +150,543 +0.8%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.29B -$34.3M -243,025 -2%
BlackRock
5
BlackRock
New York
$2.16B -$33.2M -235,371 -2%
Capital Research Global Investors
6
Capital Research Global Investors
California
$2.05B -$404M -2,860,199 -17%
State Street
7
State Street
Massachusetts
$1.67B +$62.9M +445,387 +4%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.07B -$60.7M -429,604 -6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.01B -$17.3M -122,711 -2%
Wells Fargo
10
Wells Fargo
California
$955M +$48.7M +345,189 +6%
Invesco
11
Invesco
Georgia
$802M +$28M +198,084 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
12
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$682M -$14.6M -103,731 -2%
Bank of America
13
Bank of America
North Carolina
$678M -$237M -1,678,690 -27%
Aristotle Capital Management
14
Aristotle Capital Management
California
$510M +$30M +212,326 +7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$492M +$1.02M +7,203 +0.2%
Franklin Resources
16
Franklin Resources
California
$474M -$219M -1,551,519 -33%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$447M +$93.4M +661,469 +28%
Northern Trust
18
Northern Trust
Illinois
$381M -$931K -6,596 -0.3%
Norges Bank
19
Norges Bank
Norway
$375M -$12.7M -89,876 -3%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$326M +$159M +1,125,697 +107%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$308M +$23M +162,814 +9%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$297M +$13.5M +95,691 +5%
Morgan Stanley
23
Morgan Stanley
New York
$273M +$100M +708,092 +63%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$228M +$19.8M +140,106 +9%
Legal & General Group
25
Legal & General Group
United Kingdom
$222M +$4.95M +35,057 +2%

GD Hedge Fund Activity: Q2 2020 in Review

1,155 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in General Dynamics (GD) for Q2 2020, worth a combined $36.8B — up 12% from $32.8B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new GD positions and 79 closed out — a net gain of 71 holders — while 442 added to existing stakes and 411 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $159M. The largest seller was Capital Research Global Investors, cutting an estimated $404M.

  • 1,155 institutional investors held General Dynamics (GD) as of Q2 2020, up from 1,091 in Q1 2020.
  • Funds reported $36.8B of General Dynamics stock for Q2 2020, up 12% quarter-over-quarter.
  • 150 funds opened new General Dynamics positions in Q2 2020 and 79 closed out, a net change of +71 holders.
  • The largest General Dynamics buyer in Q2 2020 was Barrow, Hanley, Mewhinney & Strauss, an estimated $159M added.
  • The largest General Dynamics seller in Q2 2020 was Capital Research Global Investors, an estimated $404M sold.

Based on aggregated 13F filings for Q2 2020.