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 20.76 Premium 3,406 7.14
New Owners Premium 250 98.41 Premium 180 -2.17
Sold Out Premium 124 10.71 Premium 244 -34.93
# of Owners Buying Premium 1,070 2.88 Premium 877 -4.05
# of Owners Selling Premium 1,081 15.37 Premium 880 9.73
Total Shares Owned (Mil) Premium 6,022 12.58 Premium 2,549 6.60
Total Shares Bought (Mil) Premium 720 177.12 Premium 86 24.75
Total Shares Sold (Mil) Premium 178 -42.67 Premium 75 -25.76
Net Share Change (Mil) Premium 542 -1171.44 Premium 11 -133.29

Fund Owners' Style

 GE

1,053 1,998 266 Lg
45 27 14 Md
1 2 -- Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,053 827,504,645 39,241,625 13,987,095 3.15
Large Blend 1,998 1,587,170,622 38,254,078 55,878,909 -1.1
Large Growth 266 126,373,982 8,007,333 2,216,630 4.8
Mid Value 45 6,101,885 237,769 364,440 -2.03
Mid Blend 27 1,127,176 100,302 167,366 -5.62
Mid Growth 14 538,188 37,658 67,994 -5.34
Small Value 1 30,000 -- 13,000 --
Small Blend 2 44,100 10,000 6,267 9.25
Small Growth -- -- -- -- --
Total 3,406 2,548,890,598 85,888,765 72,701,701 0.52
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
SPDR® S&P 500 ETF Premium 104,500,021 896,442 1.04 1.46 09/24/2014
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
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 547,645,479 6,122,587 5.45

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) 260,179 97,034 29,640 ---
# of Institution Owners 2,990 2,206 278 ---
# of Fund Owners 3406 2900 118 ---
% Owned by Institutions 60.00 84.46 6.36 ---
% Owned by Funds 25.41 38.40 2.48 ---
% Owned by Insiders 0.05 0.02 0.0 ---