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 20.19 Premium 3,382 6.25
New Owners Premium 259 100.78 Premium 196 3.70
Sold Out Premium 122 7.02 Premium 238 -36.53
# of Owners Buying Premium 1,081 3.74 Premium 877 -4.26
# of Owners Selling Premium 1,050 11.70 Premium 859 7.38
Total Shares Owned (Mil) Premium 6,013 12.42 Premium 2,595 8.57
Total Shares Bought (Mil) Premium 744 186.48 Premium 140 102.26
Total Shares Sold (Mil) Premium 184 -40.55 Premium 107 5.42
Net Share Change (Mil) Premium 560 -1209.43 Premium 33 -202.51

Fund Owners' Style

 GE

1,069 1,948 270 Lg
44 30 19 Md
1 1 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,069 843,404,324 44,592,111 13,078,175 3.88
Large Blend 1,948 1,613,310,052 74,531,195 88,579,188 -0.86
Large Growth 270 126,929,123 19,949,296 2,794,069 15.63
Mid Value 44 8,995,780 241,185 344,437 -1.13
Mid Blend 30 1,191,638 4,268 171,178 -12.29
Mid Growth 19 779,587 267,345 34,913 42.48
Small Value 1 40,000 10,000 -- --
Small Blend 1 43,500 10,000 6,267 9.39
Small Growth -- -- -- -- --
Total 3,382 2,594,694,004 139,605,400 105,008,227 1.35
Data displayed as of  09/30/2014

Equity Ownership

 GE

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 164,235,457 1,305,105 1.64 1.18 09/30/2014
Vanguard 500 Index Inv Premium 104,169,200 308,515 1.04 1.46 09/30/2014
Vanguard Institutional Index I Premium 101,655,513 -1,018,908 1.01 1.46 09/30/2014
SPDR® S&P 500 ETF Premium 98,679,656 1,538,901 0.97 1.47 10/22/2014
VA CollegeAmerica Inc Fund of Amer 529E Premium 75,480,000 1,800,000 0.75 2.13 09/30/2014
Total: Top 5 funds Premium 544,219,826 3,933,613 5.41

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 -- 0 -- 780,000
JPMorgan Core Plus Bond 894,013 -4,691 0 -- 894,013
JPMorgan Core Bond Fund 588,653 -3,307 0 -- 588,653
PCM Fund 203,009 -7,529 0 -- 203,009
Bridge Builder Bond Fund 66,542 -2,497 0 -- 66,542
Dreyfus GNMA Fd 43,303 -3,362 0 -- 43,303
Baird Aggregate Bond 2,993 -357 0 -- 2,993
Baird Core Plus Bond 1,747 -206 0 -- 1,747
Total: Top 9 funds 3,580,260 978,051 0 0 3,580,260
Bond Ownership for Funds only
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Peer Comparison

 GE

Equity Ownership GE  
Go
 
Go
 
Go
Market Cap (Mil USD) 252,754 92,560 24,250 ---
# of Institution Owners 2,983 2,181 278 ---
# of Fund Owners 3382 2846 107 ---
% Owned by Institutions 59.90 84.31 6.11 ---
% Owned by Funds 25.82 38.39 2.35 ---
% Owned by Insiders 0.05 0.02 0.0 ---