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General Motors

828 hedge funds and large institutions have $40.8B invested in General Motors in 2014 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 355 increasing their positions, 256 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 256

26% more call options, than puts

Call options by funds: $2.38B | Put options by funds: $1.89B

5% more capital invested

Capital invested by funds: $38.7B → $40.8B (+$2.07B)

0.76% less ownership

Funds ownership: 70.81%70.05% (-0.76%)

3% less funds holding

Funds holding: 858828 (-30)

8% less funds holding in top 10

Funds holding in top 10: 9083 (-7)

21% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 123

Holders
828
Holders Change
-30
Holders Change %
-3.5%
% of All Funds
23.8%
Holding in Top 10
83
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.78%
% of All Funds
2.39%
New
97
Increased
355
Reduced
256
Closed
123
Calls
$2.38B
Puts
$1.89B
Net Calls
+$490M
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Harris Associates
1
Harris Associates
Illinois
$2.58B +$264M +7,571,141 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.28B +$69M +1,978,671 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$2B +$103M +2,946,170 +6%
State Street
4
State Street
Massachusetts
$1.9B +$24.9M +714,189 +1%
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.66B -$136M -3,900,000 -8%
Franklin Resources
6
Franklin Resources
California
$1.63B +$661M +18,967,053 +73%
BIT
7
BlackRock Institutional Trust
California
$1.37B +$74M +2,123,082 +6%
Berkshire Hathaway
8
Berkshire Hathaway
Nebraska
$1.2B +$103M +2,960,056 +10%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$973M +$24.7M +708,113 +3%
Invesco
10
Invesco
Georgia
$960M -$71.6M -2,054,378 -7%
Capital World Investors
11
Capital World Investors
California
$767M -$312M -8,950,000 -30%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$731M -$34K -974 -0%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$610M +$42.1M +1,206,794 +8%
Northern Trust
14
Northern Trust
Illinois
$596M +$11.9M +340,267 +2%
Norges Bank
15
Norges Bank
Norway
$545M +$263M +7,530,019 +101%
TCIM
16
TIAA CREF Investment Management
New York
$477M +$18.3M +524,733 +4%
AM
17
Appaloosa Management
Florida
$471M +$178M +5,098,231 +65%
BFA
18
BlackRock Fund Advisors
California
$469M +$53.6M +1,536,030 +13%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$437M +$13.3M +380,221 +3%
Goldman Sachs
20
Goldman Sachs
New York
$380M +$56M +1,604,525 +18%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$365M -$72.6M -2,083,260 -17%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$364M +$4.77M +136,685 +1%
BG
23
BlackRock Group
United Kingdom
$355M -$12.6M -360,564 -4%
OH
24
Orbis Holdings
Bermuda
$317M -$160K -4,586 -0.1%
O
25
OppenheimerFunds
New York
$305M +$154M +4,419,710 +111%

GM Hedge Fund Activity: Q2 2014 in Review

828 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in General Motors (GM) for Q2 2014, worth a combined $40.8B — up 5.4% from $38.7B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of GM and 97 opened new positions — a net loss of 26 holders — while 256 trimmed existing stakes and 355 added.

The largest buyer was Franklin Resources, adding an estimated $661M. The largest seller was Loomis, Sayles & Company, cutting an estimated $503M.

  • 828 institutional investors held General Motors (GM) as of Q2 2014, down from 858 in Q1 2014.
  • Funds reported $40.8B of General Motors stock for Q2 2014, up 5.4% quarter-over-quarter.
  • 97 funds opened new General Motors positions in Q2 2014 and 123 closed out, a net change of -26 holders.
  • The largest General Motors buyer in Q2 2014 was Franklin Resources, an estimated $661M added.
  • The largest General Motors seller in Q2 2014 was Loomis, Sayles & Company, an estimated $503M sold.

Based on aggregated 13F filings for Q2 2014.