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 2,990 20.71 Premium 3,408 7.14
New Owners Premium 251 99.21 Premium 184 0.00
Sold Out Premium 127 13.39 Premium 247 -34.13
# of Owners Buying Premium 1,074 3.27 Premium 882 -3.50
# of Owners Selling Premium 1,077 15.06 Premium 876 9.23
Total Shares Owned (Mil) Premium 6,022 12.57 Premium 2,543 6.34
Total Shares Bought (Mil) Premium 722 177.86 Premium 87 25.83
Total Shares Sold (Mil) Premium 178 -42.57 Premium 78 -23.00
Net Share Change (Mil) Premium 543 -1174.64 Premium 9 -126.96

Fund Owners' Style

 GE

1,058 1,995 266 Lg
44 28 14 Md
1 2 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,058 827,760,174 41,110,448 17,086,343 2.99
Large Blend 1,995 1,582,434,042 38,602,677 55,505,760 -1.06
Large Growth 266 124,910,791 6,533,833 2,283,621 3.52
Mid Value 44 6,005,190 237,769 364,440 -2.07
Mid Blend 28 1,191,970 101,770 167,366 -5.22
Mid Growth 14 475,396 37,658 67,994 -6
Small Value 1 30,000 -- 13,000 --
Small Blend 2 44,100 10,000 6,267 9.25
Small Growth -- -- -- -- --
Total 3,408 2,542,851,663 86,634,155 75,494,791 0.44
Data displayed as of  08/31/2014

Equity Ownership

 GE

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 162,930,352 1,883,475 1.62 1.17 08/31/2014
Vanguard 500 Index Inv Premium 103,860,685 932,670 1.04 1.46 08/31/2014
Vanguard Institutional Index I Premium 102,674,421 589,500 1.02 1.46 08/31/2014
SPDR® S&P 500 ETF Premium 101,265,189 720,896 1.02 1.46 09/18/2014
VA CollegeAmerica Inc Fund of Amer 529E Premium 73,680,000 1,820,500 0.73 2.12 06/30/2014
Total: Top 5 funds Premium 544,410,647 5,947,041 5.43

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 898,705 -5,470 0 -- 898,705
JPMorgan Core Bond Fund 591,960 -3,861 0 -- 591,960
PCM Fund 210,538 -8,814 0 -- 210,538
Bridge Builder Bond Fund 69,040 -2,926 0 -- 69,040
Dreyfus GNMA Fd 47,460 -941 0 -- 47,460
PNC Limited Maturity Bond 8,069 -138 0 -- 8,069
Baird Aggregate Bond 3,350 -438 0 -- 3,350
Baird Core Plus Bond 1,953 -260 0 -- 1,953
Total: Top 10 funds 3,611,075 977,152 0 0 3,611,075
Bond Ownership for Funds only
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Peer Comparison

 GE

Equity Ownership GE  
Go
 
Go
 
Go
Market Cap (Mil USD) 262,989 99,275 28,106 ---
# of Institution Owners 2,990 2,207 278 ---
# of Fund Owners 3408 2900 117 ---
% Owned by Institutions 60.00 84.45 6.36 ---
% Owned by Funds 25.37 38.40 2.48 ---
% Owned by Insiders 0.05 0.02 0.0 ---