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 2,985 20.56 Premium 3,383 6.28
New Owners Premium 248 96.83 Premium 163 -11.41
Sold Out Premium 128 14.29 Premium 251 -33.07
# of Owners Buying Premium 1,077 3.66 Premium 880 -3.51
# of Owners Selling Premium 1,076 15.08 Premium 934 16.31
Total Shares Owned (Mil) Premium 6,018 12.51 Premium 2,537 6.08
Total Shares Bought (Mil) Premium 719 176.93 Premium 85 22.96
Total Shares Sold (Mil) Premium 179 -42.42 Premium 78 -23.29
Net Share Change (Mil) Premium 540 -1168.92 Premium 7 -121.69

Fund Owners' Style

 GE

1,057 1,957 277 Lg
44 30 15 Md
1 2 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,057 823,821,552 43,764,660 19,722,046 3.01
Large Blend 1,957 1,573,671,882 34,657,924 51,375,650 -1.05
Large Growth 277 128,193,165 5,666,296 3,499,804 1.72
Mid Value 44 8,757,854 270,939 472,220 -2.25
Mid Blend 30 1,579,656 253,284 33,286 16.18
Mid Growth 15 471,319 28,041 48,179 -4.1
Small Value 1 30,000 -- 12,000 --
Small Blend 2 1,600 -- 6,267 --
Small Growth -- -- -- -- --
Total 3,383 2,536,527,028 84,641,144 75,169,452 0.37
Data displayed as of  07/31/2014

Equity Ownership

 GE

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 161,046,877 1,530,275 1.61 1.18 07/31/2014
Vanguard 500 Index Inv Premium 102,928,015 -241,956 1.03 1.46 07/31/2014
Vanguard Institutional Index I Premium 102,084,921 1,341,208 1.02 1.47 07/31/2014
SPDR S&P 500 Premium 96,877,614 276,017 1.00 1.46 08/29/2014
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 536,617,427 4,726,044 5.39

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 904,174 -8,677 0 -- 904,174
JPMorgan Core Bond Fund 595,822 -6,139 0 -- 595,822
PCM Fund 210,538 -8,814 0 -- 210,538
Bridge Builder Bond Fund 69,040 -2,926 0 -- 69,040
Dreyfus GNMA Fd 48,401 -1,528 0 -- 48,401
PNC Limited Maturity Bond 8,206 -163 0 -- 8,206
Baird Aggregate Bond 3,350 -438 0 -- 3,350
Baird Core Plus Bond 1,953 -260 0 -- 1,953
Total: Top 10 funds 3,621,484 971,055 0 0 3,621,484
Bond Ownership for Funds only
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Peer Comparison

 GE

Equity Ownership GE  
Go
 
Go
 
Go
Market Cap (Mil USD) 260,681 98,781 28,208 ---
# of Institution Owners 2,985 2,204 278 ---
# of Fund Owners 3383 2898 116 ---
% Owned by Institutions 59.95 84.55 6.37 ---
% Owned by Funds 25.37 38.69 2.48 ---
% Owned by Insiders 0.05 0.02 0.0 ---