Equity and Debt

 GE

 
Type Mil USD
Equity 134,013.0
Debt 320,577.0
 

Equity Owners

 GE

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 GE

Institutions Funds
Name Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Total Owners Premium 2,983 6.92 Premium 3,410 1.31
New Owners Premium 250 -14.97 Premium 181 13.12
Sold Out Premium 123 -4.65 Premium 221 -0.45
# of Owners Buying Premium 1,057 14.39 Premium 889 9.75
# of Owners Selling Premium 1,078 -0.37 Premium 936 -20.27
Total Shares Owned (Mil) Premium 6,006 8.85 Premium 2,532 0.80
Total Shares Bought (Mil) Premium 770 225.74 Premium 85 -0.89
Total Shares Sold (Mil) Premium 236 -18.43 Premium 73 -29.92
Net Share Change (Mil) Premium 534 -1113.38 Premium 11 -159.18

Fund Owners' Style

 GE

1,055 1,983 279 Lg
45 28 16 Md
1 3 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,055 822,239,830 41,146,868 14,548,168 3.34
Large Blend 1,983 1,582,765,871 37,689,511 52,750,596 -0.94
Large Growth 279 115,452,933 5,039,109 4,011,337 0.9
Mid Value 45 9,058,072 343,397 139,620 2.3
Mid Blend 28 1,495,262 261,440 18,433 19.41
Mid Growth 16 484,262 28,805 48,179 -3.85
Small Value 1 30,000 -- 12,000 --
Small Blend 3 17,600 -- 6,267 --
Small Growth -- -- -- -- --
Total 3,410 2,531,543,830 84,509,130 71,534,600 0.52
Data displayed as of  07/31/2014

Equity Ownership

 GE

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 161,046,877 1,530,275 1.61 1.18 07/31/2014
Vanguard 500 Index Inv Premium 102,928,015 -241,956 1.03 1.46 07/31/2014
Vanguard Institutional Index I Premium 102,084,921 1,341,208 1.02 1.47 07/31/2014
SPDR S&P 500 Premium 95,244,034 839,615 0.98 1.49 08/14/2014
VA CollegeAmerica Inc Fund of Amer 529E Premium 73,680,000 1,820,500 0.73 2.12 06/30/2014
Fidelity SpartanĀ® 500 Index Inv Premium 43,088,343 262,171 0.43 1.47 06/30/2014
Franklin Income A Premium 43,000,000 0 0.43 1.18 06/30/2014
Dodge & Cox Stock Premium 41,023,675 -11,552,300 0.41 1.84 06/30/2014
CREF Stock Premium 38,518,753 -699,756 0.38 0.78 06/30/2014
VA CollegeAmerica WA Mutual 529B Premium 37,849,000 125,000 0.38 1.37 06/30/2014
Total: Top 10 funds Premium 738,463,618 -6,575,243 7.4

Bond Ownership

 GE

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Ohio National Balanced Portfolio 1,000,000 1,000,000 0 -- 1,000,000
Icon Bond Fund 780,000 780,000 0 -- 780,000
JPMorgan Core Plus Bond 904,174 -8,677 0 -- 904,174
JPMorgan Core Bond Fund 595,822 -6,139 0 -- 595,822
PCM Fund 210,538 -8,814 0 -- 210,538
Bridge Builder Bond Fund 69,040 -2,926 0 -- 69,040
Dreyfus GNMA Fd 48,401 -1,528 0 -- 48,401
PNC Limited Maturity Bond 8,206 -163 0 -- 8,206
Baird Aggregate Bond 3,350 -438 0 -- 3,350
Baird Core Plus Bond 1,953 -260 0 -- 1,953
Total: Top 10 funds 3,621,484 1,751,055 0 0 3,621,484
Bond Ownership for Funds only
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Peer Comparison

 GE

Equity Ownership GE  
Go
 
Go
 
Go
Market Cap (Mil USD) 259,677 96,759 27,533 ---
# of Institution Owners 2,983 2,189 269 ---
# of Fund Owners 3410 2903 114 ---
% Owned by Institutions 59.85 80.75 6.45 ---
% Owned by Funds 25.30 39.30 2.47 ---
% Owned by Insiders 0.05 0.02 0.0 ---