Equity and Debt

 GE

 
Type Mil USD
Equity 134,998.0
Debt 313,326.0
 

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 3,047 24.88 Premium 3,314 6.63
New Owners Premium 345 320.73 Premium 229 62.41
Sold Out Premium 146 41.75 Premium 149 -26.60
# of Owners Buying Premium 1,056 7.54 Premium 899 6.64
# of Owners Selling Premium 1,076 12.55 Premium 893 8.64
Total Shares Owned (Mil) Premium 6,211 15.46 Premium 2,751 6.32
Total Shares Bought (Mil) Premium 925 274.06 Premium 209 149.45
Total Shares Sold (Mil) Premium 268 69.89 Premium 116 37.90
Net Share Change (Mil) Premium 657 633.74 Premium 93 -18997.19

Fund Owners' Style

 GE

1,043 1,908 267 Lg
50 34 10 Md
1 -- 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,043 959,735,776 39,697,209 35,734,510 0.41
Large Blend 1,908 1,712,850,095 163,936,144 57,140,204 6.65
Large Growth 267 71,079,537 4,363,612 22,413,794 -20.25
Mid Value 50 4,220,145 437,970 52,496 10.05
Mid Blend 34 2,954,673 225,400 387,893 -5.21
Mid Growth 10 354,410 61,772 316,200 -41.79
Small Value 1 40,000 -- -- --
Small Blend -- -- -- -- --
Small Growth 1 43,500 -- -- --
Total 3,314 2,751,278,136 208,722,107 116,045,097 3.49
Data displayed as of  01/31/2015

Equity Ownership

 GE

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 173,031,989 3,742,314 1.72 1.09 01/31/2015
SPDR® S&P 500 ETF Premium 104,101,117 -5,651 1.13 1.4 02/27/2015
Vanguard 500 Index Inv Premium 110,667,704 1,735,704 1.10 1.35 01/31/2015
Vanguard Institutional Index I Premium 104,157,898 1,450,235 1.04 1.35 01/31/2015
VA CollegeAmerica Inc Fund of Amer 529E Premium 75,480,000 0 0.75 2.09 12/31/2014
Franklin Income A Premium 57,500,000 9,000,000 0.57 1.57 12/31/2014
Fidelity Spartan® 500 Index Inv Premium 46,760,496 667,383 0.47 1.33 01/31/2015
VA CollegeAmerica Fundamental Invs 529E Premium 43,750,000 500,000 0.44 1.64 12/31/2014
T. Rowe Price Value Premium 35,633,000 2,135,000 0.35 4.04 12/31/2014
Vanguard Value Index Inv Premium 36,073,366 899,496 0.36 2.41 01/31/2015
Total: Top 10 funds Premium 787,155,570 20,124,481 7.93

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 -- 0 -- 1,000,000
Icon Bond Fund 780,000 -- 0 -- 780,000
JPMorgan Core Plus Bond 840,780 -12,937 0 -- 840,780
JPMorgan Core Bond Fund 551,351 -9,018 0 -- 551,351
PCM Fund 194,823 -8,186 0 -- 194,823
Bridge Builder Bond Fund 63,831 -2,710 0 -- 63,831
Dreyfus GNMA Fd 38,206 -1,415 0 -- 38,206
EAS Crow Point Alternatives Fund 9,972 -319 0 -- 9,972
Baird Aggregate Bond 2,646 -347 0 -- 2,646
Baird Core Plus Bond 1,541 -206 0 -- 1,541
Total: Top 10 funds 3,483,150 -35,138 0 0 3,483,150
Bond Ownership for Funds only
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Peer Comparison

 GE

Equity Ownership GE  
Go
 
Go
 
Go
Market Cap (Mil USD) 260,997 110,592 --- ---
# of Institution Owners 3,047 2,264 --- ---
# of Fund Owners 3314 2827 --- ---
% Owned by Institutions 61.63 84.03 --- ---
% Owned by Funds 27.44 37.99 --- ---
% Owned by Insiders 0.05 0.03 --- ---