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 2,980 20.11 Premium 3,369 5.91
New Owners Premium 257 99.22 Premium 188 0.00
Sold Out Premium 122 7.02 Premium 240 -36.00
# of Owners Buying Premium 1,060 1.83 Premium 863 -5.68
# of Owners Selling Premium 1,069 13.60 Premium 850 6.12
Total Shares Owned (Mil) Premium 5,986 11.91 Premium 2,529 5.81
Total Shares Bought (Mil) Premium 723 178.38 Premium 92 33.96
Total Shares Sold (Mil) Premium 185 -40.28 Premium 65 -35.38
Net Share Change (Mil) Premium 538 -1164.35 Premium 27 -183.88

Fund Owners' Style

 GE

1,067 1,944 264 Lg
44 30 18 Md
1 1 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,067 835,405,723 37,419,842 13,240,344 2.98
Large Blend 1,944 1,556,516,002 33,815,989 47,271,708 -0.86
Large Growth 264 125,642,789 20,630,025 2,669,839 16.68
Mid Value 44 8,988,451 272,894 347,395 -0.82
Mid Blend 30 1,315,978 26,909 173,890 -10.05
Mid Growth 18 772,087 259,845 67,913 33.08
Small Value 1 40,000 10,000 -- --
Small Blend 1 43,500 10,000 6,267 9.39
Small Growth -- -- -- -- --
Total 3,369 2,528,724,530 92,445,504 63,777,356 1.15
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 101,015,087 -1,190,040 0.95 1.46 10/16/2014
VA CollegeAmerica Inc Fund of Amer 529E Premium 75,480,000 1,800,000 0.75 2.13 09/30/2014
Franklin Income A Premium 43,000,000 0 0.43 1.18 06/30/2014
Fidelity Spartan® 500 Index Inv Premium 43,486,162 59,123 0.43 1.41 08/31/2014
VA CollegeAmerica Fundamental Invs 529E Premium 43,250,000 8,200,000 0.43 1.65 09/30/2014
Dodge & Cox Stock Premium 40,300,575 -723,100 0.40 1.76 09/30/2014
CREF Stock Premium 38,318,403 46,233 0.38 0.77 08/31/2014
Total: Top 10 funds Premium 754,910,397 8,786,928 7.46

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 69,040 -2,926 0 -- 69,040
Dreyfus GNMA Fd 46,665 -796 0 -- 46,665
Baird Aggregate Bond 3,350 -438 0 -- 3,350
Baird Core Plus Bond 1,953 -260 0 -- 1,953
Total: Top 9 funds 3,586,683 980,053 0 0 3,586,683
Bond Ownership for Funds only
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Peer Comparison

 GE

Equity Ownership GE  
Go
 
Go
 
Go
Market Cap (Mil USD) 249,041 92,881 25,935 ---
# of Institution Owners 2,980 2,190 276 ---
# of Fund Owners 3369 2844 107 ---
% Owned by Institutions 59.63 84.19 6.06 ---
% Owned by Funds 25.07 38.04 2.34 ---
% Owned by Insiders 0.05 0.02 0.0 ---