Equity and Debt

 GE

 
Type Mil USD
Equity 108,560.0
Debt 259,631.0
 

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 3,131 6.46 Premium 3,297 7.39
New Owners Premium 362 16.77 Premium 209 48.23
Sold Out Premium 145 -5.23 Premium 227 -24.58
# of Owners Buying Premium 1,108 6.03 Premium 876 1.39
# of Owners Selling Premium 1,119 6.17 Premium 838 1.21
Total Shares Owned (Mil) Premium 6,224 11.45 Premium 2,919 7.59
Total Shares Bought (Mil) Premium 801 161.36 Premium 169 31.20
Total Shares Sold (Mil) Premium 253 -2.28 Premium 101 -19.03
Net Share Change (Mil) Premium 548 1061.75 Premium 68 1489.67

Fund Owners' Style

 GE

1,058 1,913 241 Lg
42 27 11 Md
4 1 0 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,058 981,457,021 36,367,587 24,624,525 1.21
Large Blend 1,913 1,836,853,974 100,693,266 61,229,655 2.2
Large Growth 241 91,740,680 30,120,151 12,438,912 23.87
Mid Value 42 6,006,944 276,594 546,138 -4.29
Mid Blend 27 2,498,448 1,058,432 1,359,925 -10.77
Mid Growth 11 178,432 21,750 65,420 -19.66
Small Value 4 59,695 12,000 -- --
Small Blend 1 12,287 12,287 239,097 -94.86
Small Growth 0 0 -- 43,500 --
Total 3,297 2,918,807,481 168,562,067 100,547,172 2.39
Data displayed as of  05/31/2015

Equity Ownership

 GE

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 177,698,245 55,462 1.76 1.18 05/31/2015
Vanguard 500 Index Inv Premium 114,473,146 799,500 1.14 1.47 05/31/2015
Vanguard Institutional Index I Premium 106,476,869 327,799 1.06 1.47 05/31/2015
SPDR® S&P 500 ETF Premium 95,631,159 -108,167 0.93 1.47 06/29/2015
VA CollegeAmerica Inc Fund of Amer 529E Premium 74,250,000 -1,230,000 0.74 2.01 03/31/2015
Total: Top 5 funds Premium 568,529,419 -155,406 5.63

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
JPMorgan Core Plus Bond 800,112 -4,861 0 -- 800,112
JPMorgan Core Bond Fund 532,165 -3,409 0 -- 532,165
PCM Fund 189,249 -5,575 0 -- 189,249
Bridge Builder Bond Fund 61,974 -1,858 0 -- 61,974
JPMCB Core Bond Fd 41,824 -1,232 0 -- 41,824
Dreyfus GNMA Fd 32,566 -634 0 -- 32,566
EAS Crow Point Alternatives Fund 8,247 -292 0 -- 8,247
Baird Aggregate Bond 2,308 -339 0 -- 2,308
Baird Core Plus Bond 1,340 -202 0 -- 1,340
Total: Top 10 funds 2,669,785 -18,402 0 0 2,669,785
Bond Ownership for Funds only
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Peer Comparison

 GE

Equity Ownership GE  
Go
 
Go
 
Go
Market Cap (Mil USD) 267,717 98,750 79,711 ---
# of Institution Owners 3,131 2,338 1,908 ---
# of Fund Owners 3297 2984 2344 ---
% Owned by Institutions 61.55 85.50 84.40 ---
% Owned by Funds 28.68 38.90 41.12 ---
% Owned by Insiders 0.03 0.03 0.12 ---